Whatever your tax situation may be, our nonprofit tax service specializes in optimizing your return to ensure you receive the maximum refund available to you

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What to bring

• Proof of identification (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 (Form W-2, W-2G, 1099-R,1099-Misc) from all employers
• Interest and dividend statements from banks (Forms 1099)
• All Forms 1095, Health Insurance Statements
• Health Insurance Exemption Certificate, if received
• A copy of last year’s federal and state returns, if available
• Proof of 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 or C, Affordable Health Care Statements
• Copies of income transcripts from IRS and state, if applicable​

Schedule your appointment

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​In addition to tax preparation, we partner with local businesses and organizations who are thought leaders in the community to host classes and community workshops designed to engage our community in the different areas of finance. Whether buying a home or selecting a retirement plan, we will be a free resource for financial education. We believe education is the key to improving the financial well-being of our community so we offer programs that anyone can understand and provide them with practical tools they can use.

Other services offered by Nonprofit Financial Services of San Antonio include:

• Business to business consulting
• Marketing and communications