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Welcome to Coastline's VITA Program! We provide FREE tax filing assistance to families earning less than $60,000 a year. Our trained, IRS-certified volunteers will prepare and double-check your tax return to make sure it is correct before filing. For the 2022 Tax Season, tax returns will be prepared virtually using our bank-level encrypted communication and document storage platform hosted by Liscio™.

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How do I know if this is right for me?

  • My household income is generally $60,000 or less
     

  • I am comfortable using my cellphone, tablet or computer to send/receive documents

What documents do I need?

  • Federal Economic Stimulus Payment #3 amount received, if applicable. 
     

  • Advanced Child Tax Credit amount received, if applicable. 
     

  • Proof of identification (government-issued photo ID)
     

  • Social Security cards for you, your spouse, and dependents 
     

  • An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse, and your dependents if you do not have a Social Security number
     

  • Birth dates for you, your spouse, and dependents on the tax return
     

  • Wage and earning statements (Forms W-2, W-2G, 1099-R,1099-Misc) from all employers
     

  • Interest and dividend statements from banks (Forms 1099-INT/1099-DIV)
     

  • Health Insurance Exemption Certificate, if received
     

  • A copy of last year’s federal and state returns, if available
     

  • Bank account routing and account numbers for direct deposit, such as a blank check
     

  • To file taxes electronically on a Married Filing Joint tax return, both spouses must be present to sign the required forms
     

  • Total paid for daycare provider and the daycare provider's tax identifying number such as their Social Security Number or business Employer Identification Number
     

  • Forms 1095-A, B and C, Health Coverage Statements
     

  • If applicable, the California Form FTB 3895, Health Insurance Marketplace Statement

What type of device and skills do I need to participate in the Virtual VITA Process?"

To participate in this program, you can use an iPhone, Tablet, or Computer.

The Coastline Virtual VITA process requires you to upload your tax documents and fill out and e-sign various documents inside of our bank-level encrypted communication and document storage platform hosted by Liscio (link to their website). Liscio is an invitation-only platform and directions on how to use the platform will be provided to you once you make a tax appointment below.

 

Liscio provides two methods to connect to the platform after you have been invited to the platform

1) log in using a computer at https://app.liscio.me

2) Use the Liscio mobile app available at the Apple App store and/or Google Play store (see below.)

 

Taxpayers can select either method exclusively and/or use a combination of both during their Coastline VITA tax preparation journey. Taxpayers will also be expected to use Zoom to communicate with our Coastline Volunteers.

 
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YOU MEET THE REQUIREMENTS,
WHAT'S NEXT?

STEP 1: Schedule your Coastline Virtual VITA tax appointment by clicking HERE.

 

STEP 2: What to Expect, Next Steps!

Once you make your appointment in Step 1, be sure to check your email for a confirmation of your appointment time, helpful hints on what to expect as you navigate Coastline's Virtual VITA process, and directions on how to use Liscio once you are invited to the platform. You will receive an invitation, via email, to the secure Liscio platform from our Coastline Virtual Technology Site Supervisor within 4 business days of making your appointment... starting after our official February 1, 2022 kick-off date. Be sure to check your spam folder if you do not see your Liscio invitation.  

Remember, Liscio is by invitation only. Once you accept your invitation, you will monitor your messages and complete tasks as prompted your Coastline VITA team inside of Liscio. You have two options to connect to Liscio - via the mobile app or directly at the website: 

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We look forward to working with you very soon!

 
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More Information and Frequently Asked Questions

What is Liscio?

Liscio is a secure, invite-only communication platform to keep your information safe as we communicate throughout this process.

How is Liscio safer than email?

Email continues to be a main entry point for cybercriminals looking to steal data. According to the IRS, we have seen a 60% increase in email phishing and email schemes seeking to steal an individual's data (source). Liscio’s invite-only platform replaces email that is full of phishing scams and ransomware with a private, clear channel just for firm-client communication. Only firms and their invited clients have access to Liscio. Add built-in multi-factor authentication and we now have a much safer space to work together.

Valued Partners

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Valued Sponsors

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