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Virtual Tax Help

MFS CASH Oregon’s Virtual Tax Site is closed.


For another free, high-quality virtual tax preparation option visit our friends at GetYourRefund

Do-It-Yourself Tax Prep

You can find below links to free file software. You can use these links to file your own federal and Oregon taxes for free if you meet their conditions.

ITIN Application & Renewal

Open for MFS CASH Tax Site Clients

ITIN Application & Renewal

What is an ITIN?

An ITIN is an Individual Taxpayer Identification Number only available for certain nonresident and resident aliens, their spouses, and dependents who cannot get a Social Security Number (SSN)

IRS issues ITINs to help individuals comply with U.S. tax laws and to provide a means to efficiently process and account for tax returns, credits, and payments.

HOW DO I KNOW IF I QUALIFY?

  • You are a resident alien of the United States (Have lived 183+ days in the US) that does not qualify for a Social Security Number and have a source of income to declare on a tax return.
  • You are the parents of a resident alien from Canada or Mexico that need to be claimed as dependents.
  • Dependents who are the taxpayer’s son or daughter and live in the U.S.
  • Spouse that does not qualify for a Social Security Number.

DOCUMENTS FOR AN ITIN APPLICATION

  • Passport (stand-alone document) *
  • U.S. driver’s license
  • State Identification Card
  • Civil birth certificate (required for dependents under 18 years of age)
  • Consular Identification Card

*A passport is the only document that proves both identity and foreign status.  For dependents, the passport must have a date of entry to be a stand-alone document, unless the dependent is from Canada or Mexico, or a dependent of U.S. military personnel stationed overseas.  If a passport is not submitted, a combination of two or more documents must be submitted to meet the document requirements.

WHAT DO I NEED TO BRING TO MY APPOINTMENT?

  • If renewal: ITIN card or letter for everyone on your tax return (Social Security Cards for dependents if available)
  • Valid photo ID for taxpayer and spouse (if filing jointly)
  • Completed Intake Sheet - Form 13614-C (See below)
  • All tax forms for the year including all income documents like W-2s or 1099s Form 1095-A if you received health insurance through healthcare.gov
  • Last year’s tax return (Federal and Oregon). If you had your taxes prepared by CASH Oregon last year, you do not need to bring a copy.

 


  • Canceled check or bank routing and account numbers for direct deposit (optional)
  • Self-employment worksheet (optional) - organizes your self-employment income and expenses
  • Charitable contributions worksheet (optional)- organizes charitable contributions you made during the year
  • Medical expenses worksheet (optional) -  organizes any medical expenses you paid during the tax year

In Person Tax Preparation

Appointments for Summer Tax Help Available Now!

In Person Tax Preparation

Do I Qualify For This Service?

  • Your household income is below $67,000
  • You don’t have any of the following:
    • Rental property
    • Adjustments on education expenses (box 4 or 6 of your 1098-T)
    • Sale of cryptocurrency
    • Self employment income with any of the following:
      • Over $35,000 in expenses
      • A loss for the year
      • Employees
      • Depreciation or amortization
      • Business use of the home


We can help you with your Federal and Oregon tax returns only.

Tax Preparation Checklist



Identification Documents such as:

  • Social security card or ITIN for everyone on your tax return (required)
  • Government picture ID for taxpayer and spouse if filing jointly (such as driver’s license or passport) (required)
  • Completed Intake Sheet - Form 13614-C (Available below)
  • Note: BOTH taxpayer and spouse must be present for an appointment if filing jointly



Common Income & Tax Documents such as:

  • Form W2 (wages from a job)
  • 1099 (other kinds of income)
  • Form SSA-1099 (Social Security Benefits)
  • Form 1098-T (education scholarships or grants)
  • From 1099-C (Cancellation of debt)
  • Form 1095-A (health insurance through healthcare.gov)

We can help you get an ITIN if you don’t have one and are not eligible for a Social Security number.



Optional Documents to Download Below, such as:

  • Canceled check or bank routing and account numbers for direct deposit
  • Last year’s tax return
  • Self-employment worksheet
  • Charitable contributions worksheet
  • Medical expenses worksheet
Downloadable Tax Forms

Tax Sites Conveniently Located Throughout
the Portland Metro Area


Please Note: Most of our tax sites add new appointments on a rolling basis so there are spots open all season. If you don’t see an appointment at your chosen site now, check again in a week or two for new openings.

Frequently Asked Questions

Who qualifies for Volunteer Tax Preparation with MFS CASH Oregon?

Households making $64,000 or less qualify for our free volunteer service.

What should I bring?

Bring a photo ID, Social Security card or ITIN letter for everyone listed on your return, and all documents related to your income and tax-related expenses for the year. Additionally, bring a copy of last year’s tax return if you have it.

How much does it cost to get my taxes done at MFS CASH Oregon?

Absolutely nothing! We offer FREE preparation and FREE e-filing for both Federal and Oregon returns.

Who will prepare my taxes?

IRS-Certified Volunteers will prepare your taxes. All of our volunteers must pass yearly exams on ethics, confidentiality, and the most common personal income tax issues. Returns are prepared electronically with error checking software and quality reviewed by a second preparer. An accurate return is our top priority.

When will I receive my refund?

Because we e-file at all of our sites and offer direct deposit, your refund can be in your hands in 21 days or less! For those that want to receive a check in the mail, the refund check usually takes 3-4 weeks.

If you’ve already filed, you can use the following tools to track your refund. Please wait 1 week after e-filing to check on your refund, and have your tax return in front of you when you use the tools.

Track your IRS Refund here or call 1-800-829-1954
Track your Oregon Refund here or call 1-800-356-4222 and press 1, then 3

Please note: Only the current tax year refund information is available online.

What if I don't have my W-2's?

Your employer has until February 1st to get you your W-2. If it’s after February 1, contact your employer and make sure they have your current mailing address. If it’s after February 15, contact the IRS at 1-800-829-1040.

What if I have income from a state other than Oregon?

We can only prepare Federal and Oregon tax returns. Washington does not have an individual state tax return.

What if I don't have my 1095-A?

If you purchased healthcare coverage through the marketplace, you should receive form 1095-A in the mail. These forms are scheduled to be mailed by January 31st. If you do not receive the form and you believe that you should, you can visit www. healthcare.gov for more information.

Do you offer free tax preparation in languages other that English?

Yes! We have tax preparers and interpreters that speak Spanish, Cantonese, Mandarin, Russian and Vietnamese, just to name a few. Check out our site listings to see which sites offer multi-lingual tax support and preparation.

Can I still file if I am not a US Citizen?

We can help you if you have a Social Security Number or if you have an Individual Taxpayer Identification Number (ITIN). An Individual Taxpayer Identification Number (ITIN) is an identification number that you use when filing your federal and state income taxes if you do not qualify for a social security number. To be included on the tax return, spouses and dependents must also have an ITIN, if they do not have a Social Security Number.

If you or your dependents need to apply for an ITIN, our volunteers can assist you with this process.

Is my tax return too complicated?

Our volunteers are trained in the most common tax issues.

We can help you with:

  • Earned wages from a job
  • Tax Credits, such as the Earned Income Tax Credit and Education Credits
  • A new or amended return for the past three years
  • Cancelled debt from a credit card
  • Interest from a bank, mutual funds or dividends from stock
  • Income from a pension, 401(K) or IRA, including an early withdrawal from a retirement account.
  • Simple sale of stock or primary residence.
  • Some small businesses and independent contracting. (See below for more information)
What if I have a small business, was self-employed, an independent contractor or was paid in cash?

We are able to file these types of returns but with limitations.

We can only help you with your return if all of the following apply:

  • Less than $35,000 in expenses
  • A profit, not a loss for the year
  • No inventory at any time during the year
  • No employees
  • No equipment that you need to depreciate
  • No loans that you need to amortize
  • You operated only one business/sole proprietorship during the year (If married, each spouse can operate one.)
  • You do not deduct expenses for business use of the home
  • You do not own rental properties

Please have all of your income and expenses totaled as best you can before coming to a tax site.

No matter how big or small your business is, the IRS wants to help you understand the tax issues involved. Check out their Small Business and Self Employed Help Center to find the details you need to know.

Can I file a previous years return?

Many sites are able to prepare prior year returns up to 3 years back – please call ahead to check on the years you need to do. In fact, for years that you were due a refund but didn’t claim it, we can go back three years to get you the money you deserve. We can also amend returns up to three years old. Stop by because it may be worth hundreds of dollars!

For information about filing a past year return please click here.

What should I do if I owe taxes?

The best thing to do if you owe taxes is to file your return on time, because it will reduce your interest and penalties! You should always file on time, even if you know you won’t be able to pay.

If you owe taxes to the IRS, click here to make a one-time payment, learn about payment plans, or apply for a payment plan online if you can’t pay your balance within 120 days.

If you owe taxes to the State of Oregon, click here to make a payment.
To learn more about payment plans with the State of Oregon, click here.
You will need to enter “payment plans” in the search box.

Who can help if I have problems with the IRS?

If you have problems with the IRS or you are having trouble settling your debt, contact a Low Income Taxpayer Clinic (LITC). 

Legal Aid Services of Oregon
www.lasoregon.org
(503) 224-4086
1 (800) 610-8764
English, Spanish, Russian, Chinese, Others available

Lewis & Clark Law School
www.law.lclark.edu
(503) 768-6500

Oregon Law Center
www.oregonlawcenter.org
1 (800) 672-4919
English, Spanish

How can I contact the IRS and Oregon Department of Revenue?

Contact the IRS at:

  • 1(800)829-1040
  • 1220 SW Third Ave. Portland, OR 97204
  • Click here for other IRS offices in Oregon

Contact the Oregon Department of Revenue at:

  • www.oregon.gov/dor
  • (503) 378-7988 or 1(800)356-4222
  • 955 Center Street NE Salem, OR 97301
  • Click here for other Oregon DOR offices

Northeast Portland Tax Sites

Location Hours of Operation Make an Appointment Additional Info
MFS CASH Plaza (Formerly Stark St.)
919 NE 19th Ave, Suite 200
Portland, OR 97232
SUMMER TAX HELP

June 1st to Oct. 31st
Tues. + Thurs. 12 pm - 4 pm
Wed. 9 am - 1 pm

Super Saturdays
10 am - 2 pm

August 9
September 13
October 11
Plaza Schedule Appointments for summer tax
help available now!

In person. By appointment.
Walk-ins limited.

Languages Spoken:
English
Spanish
Virtual Interpreter Service
for most other languages.

Beaverton Tax Sites

Location Hours of Operation Make an Appointment Additional Info
MFS CASH Beaverton
8285 SW Nimbus Avenue, Suite 140,
Beaverton, OR, 97008
SUMMER TAX HELP

August 4 - October 31
Wed. + Thurs. + Fri. 10 am - 2 pm

Super Saturday
10 am - 3 pm

September 20
Beaverton Schedule Appointments for summer tax
help available now!

In person. By appointment ONLY.
Available appointments
are open two weeks in advance.

Languages Spoken:
English
Spanish
Virtual Interpreter Service
for most other languages.

Gresham Tax Sites

Location Hours of Operation Make an Appointment Additional Info
Impuestos Comunitarios
500 NW Eastman Parkway
Gresham, OR 97030
SUMMER TAX HELP

May 1 - October 31st
Tues. + Thurs. CLOSED
Wed. + Fri. 9 am - 1 pm

Super Saturdays
8 am - 3 pm

August 23
October 4
Impuestos Gresham Schedule

(503) 994-6875
Appointments for summer tax
help available now!

In person. By appointment.
Walk-ins limited.
This is a culturally specific
tax site focused on the
Hispanic/Latino community
and Spanish speakers.

Languages Spoken:
Spanish
English