Community Partnership for Families of San Joaquin

Volunteer Income Tax Assistance (VITA) Program

(209) 483-4190 (VITA Specialist)
(209) 466-3428

San Joaquin County residents earning less than $58,000 annually.


Volunteer Income Tax Assistance (VITA) Program provides free tax preparation to individuals and families. They partner with the Internal Revenue Service to prepare and file basic tax returns in communities across San Joaquin County. In general, you qualify for this service if you earn $58,000 annually or less. They also process back taxes and support ITIN applications. Please call for an appointment; appointments are required.

VITA locations in San Joaquin County:

  • Villa Monterey Family Resource Center, 4707 Kentfield Road, Suite C, Stockton (209) 644-8605. Monday through Friday 9:00 a.m. to 5:00 p.m.
  • Diamond Cove II Family Resource Center, 5506 Tam O'Shanter Drive, Stockton (209) 373-2481. Monday through Friday 9:00 a.m. to 5:00 p.m.
  • Dorothy L. Jones/CUFF Family Resource Center, 2044 Fair Street, Stockton (209) 444-5555. Monday through Friday 9:00 a.m. to 5:00 p.m., Tuesday 9:00 a.m. to 7:00 p.m.
  • Lodi Family Resource Center at 118 North Church Street, Lodi (209) 269-8262. Monday through Friday 9:00 a.m. to 5:00 p.m.
  • Taylor Elementary, 1101 Lever Boulevard, Stockton (209) 244-4562
  • Tracy Family Resource Center, 35 East 10th Street, Suite A, Tracy (209) 269-8262. Monday through 9:00 a.m. to 5:00 p.m.
  • Chavez Library, 605 North El Dorado Street, Stockton (209) 483-4190 (Tuesday only)
  • Fair Oaks Library, 2370 East Main Street, Stockton (209) 483-4190 (Thursday only)
  • Mobile, Villa Monterey Family Resource Center, 4707 Kentfield Road, Suite C, Stockton (209) 483-4190 (Saturdays only during tax season)

If applicable, please bring the below listed items with you to your scheduled appointment:

  • Social Security Card(s) or ITIN
  • Driver’s License(s) or Picture ID
  • Dependent’s Social Security Card & Date of Birth
  • Wage Statements- Form W-2
  • Pension or Retirement Income- Form 1099-R
  • Interest & Dividend Income-Form
  • 1099-INT/Form 1099-DIV
  • Social Security Income- Form SSA-1099
  • Unemployment Income- Form 1099-G
  • Lottery/Gambling Winnings- Form W-2G
  • Self Employment of $5,000 or less- Form 1099 Misc.
  • Child Care Expenses & Provider’s Information
  • Medical Expenses
  • Tuition Payments- Form(s) 1098-T
  • Record of Purchase or Sale of Residence
  • Mortgage Interested Paid- Form 1098
  • Last year's Property Tax bill(s)
  • Renters information
  • Gambling losses
  • IRA Contributions
  • Alimony paid or received, spouse's name & Social Security Number
  • Cash & Non-Cash Charitable Donations
  • Proof of Health Insurance (1095 A, 1095 B, 1095 C)
  • If you are filing a joint return, both you and your spouse need to be present to sign the return
  • If you choose direct deposit, bring your bank routing and account number or a voided check
  • A copy of last year’s tax return
Vary by location.
Filed Under


Villa Monterey VITA
4707 Kentfield Road
Suite C
Stockton, CA  95207
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