Trained and certified CSVP volunteers will provide free income tax preparation in cooperation with the Internal Revenue Service, for persons in either of these categories:

• Seniors 60 years of age or older (any income level) OR
• Persons with an income level of $67,000 or less, regardless of age.

The free Tax Return Preparation program, provided by the Conejo Senior Volunteer Program (CSVP), ended on Wednesday, April 15, 2026. CSVP will continue to provide Tax Assistance services at the Conejo Creek South Community Building on the first Wednesdays of each month from May-October. CSVP will prepare and file income tax returns for years 2022-2025, prepare amended returns, and lend assistance with questions arising from letters and notices from the IRS or Franchise Tax Board, as well as other general tax related issues. Appointments are required. For more information or to make an appointment, call the CSVP office, 805-381-2742.

What to Bring:

All clients will be asked to complete an Intake/Interview Sheet.  If you want to do this ahead of time, click here, print out all 4 pages of the 13614-C, and bring the form with you. 

• If your deductible expenses (mortgage interest, property taxes, medical expenses, etc.) might be more than $9,600 please complete the Itemized Deductions Worksheet.

• Photo identification
• Social Security Cards or Individual Taxpayer Identification Number documents for you, your spouse, and dependents
• Birth dates for you, spouse, and dependents
• A copy of last year's Federal and State tax return
• All Forms W-2, 1098, and 1099
• Interest and dividend statements (1099 INT; 1099 DIV; 1099B)
• Form 1095-A (Marketplace Health Insurance)
• Other relevant information on income, expenses, deductions
• If you are self-employed, please click on and complete the Self Employed Worksheet
• Information for all deductions/ credits
• If your deductible expenses (mortgage interest, property taxes, medical expenses, etc.) might be more than $9,600 please complete the Itemized Deductions Worksheet 
• Total paid to day care provider and their tax ID number
• Bank Routing numbers and Account numbers for direct deposit (NO refunds by check via mail)
• For prior year returns, copies of income transcripts from IRS if Form W-2 not available
• Every client must complete an Intake & Quality Review Sheet. Save yourself some time by filling out the Form 13614-C ahead of time

 Resources 

Tax Flyer English 2026.pdfTax Flyer Spanish 2026.pdfCSVP Tax Preparation Reference Page TY2025.pdf

How to Avoid Tax Scams