In Person Tax Preparation
Our Tax Sites will Reopen in January 2027
Do I Qualify For This Service?
- Your household income is below $70,000
- You don’t have any of the following:
- Income from 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
Required Identification & Documents:
- Bring Social Security cards or ITIN letters (original, copy, 1099-SSA, or photo) for everyone on your tax return.
- If unable to find SSN card, request a new card from the Social Security office or create an account on ssa.gov
- If you have a Social Security Number (SSN), you don’t need an ITIN.
- Government Photo ID (Such as a driver’s license or passport) for taxpayer and spouse if filing jointly.
- Completed Intake Sheet (Form 13614-C) — download ahead or complete onsite.
Common Income & Tax Documents:
- Form W2 (Wages)
- Form 1099 (All types): including 1099-G, 1099-INT/DIV/B, SSA-1099, 1099-NEC
- Form 1098-T (Education scholarships or grants)
- Form 1099-C (Cancellation of debt)
- Form 1095-A (Health insurance through healthcare.gov)
- Schedule K-1
- Self-employed individuals must bring information on all annual income and expenses (see self-employment worksheet for details)
Additional Documents to Help Your Appt Run Smoothly:
- 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
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TY25 Intake Sheet (Form 13614-C) is the only required form in this list to have your taxes prepared in 2025.The optional worksheets are to help you organize certain expenses specific to your financial situation if they apply.
- TY25 Intake Sheet (Form 13614-C) REQUIRED
- TY24 Intake Sheet (Form 13614-C)
- TY23 Intake Sheet (Form 13614-C)
- TY22 Intake Sheet (Form 13614-C)
- TY21 Intake Sheet (Form 13614-C)
- Self Employment Worksheet (Optional)
- Medical Expense Worksheet (Optional)
- Charitable Contributions Worksheet (Optional)
- Form W-7: ITIN Applications & Renewals (Optional)
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.