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In Person Tax Preparation

Our Tax Sites will Reopen in January 2027

In Person Tax Preparation

Do I Qualify For This Service?

  • Your household income is below $69,000
  • 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 $50,000 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

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



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)



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

*The IRS is phasing out issuing refunds by check and accepting payments via check. Please be sure to bring bank account and routing numbers to your appointment. Don’t have a bank account? Ask at your appointment for other resources.

Downloadable Tax Forms

Appointments


Appointments for the 2027 tax season will be available starting in mid-January.


In the meantime, you can use our interactive map to see all of MFS CASH Oregon’s tax sites and fill out the form below to receive an email when appointments are available in 2027.



Sign up for appointment updates

Can’t wait until 2027 to do your taxes? You can still file your own return using this DIY tax prep option: MyFreeTaxes.