students and faculty working in tax clinic

Westminster Tax Clinic

The Westminster Tax Clinic offers free tax preparation and financial advocacy services to low- to moderate-income individuals, persons with disabilities, the elderly, members of military services, veterans, members of Native American tribes, and limited English proficiency taxpayers.



Locations

At this time, the Westminster Tax Clinic does not anticipate allowing any walk-ins, given the current COVID-19 situation. However, this may change, so please contact the clinic directly if you have any questions at 801.210.8291.

The Tax Clinic can no longer accommodate drop-off packets on the Westminster campus. Do not visit the campus for your tax needs. The SLCO Government Center, SLCC West Valley Center, and Summit County Park City locations are the only sites where you can get help with your taxes during this tax season.

SLCO Government Center

This location is open for appointments and virtual meetings beginning January 23, 2023

Salt Lake County Government Center
2001 South State Street—North Building
Salt Lake City, Utah 84190

Monday–Thursday: 4:30–9:30 p.m.
Saturday: 10:00 a.m.–6:00 p.m.

The clinic remains open until the last client is served.

SLCC West Valley Center

This location is open for appointments beginning January 26, 2023.

Salt Lake Community College
3460 South 5600 West
West Valley City, Utah 84128

Thursday: 10:00 a.m.–2:00 p.m. 

The clinic remains open until the last client is served.

Summit County Park City Center

This location is open for appointments beginning January 24, 2023.

Summit County Library
1885 West Ute Boulevard
Park City, Utah 84098

Tuesday: 10:00 a.m.–2:00 p.m.

The clinic remains open until the last client is served.

Tax Clinic Checklist 

  • Download and print your IRS intake form. To protect your privacy, do not email forms that include your personal information, especially your social security number, to anyone.
  • Gather government-issued photo IDs and SSN/ITIN cards for yourself and anyone on your return. 
  • Gather all necessary tax documents and previous years' tax returns if you have them.
  • Schedule an appointment during business hours. 
  • Arrive at your appointment on time with all your documents. Don't forget your face mask.

What to Bring

 
 

1

Identification

  • SSN/ITN cards for yourself and anyone on your return
  • Photo I.D. for taxpayer and spouse 
 
 

2

Income

  • All W2's, 1099's, and any other income-related documents
  • A copy of last year's tax return if available 
 
 

3

Health Insurance

  • Form 1095-A if you or anyone on your return had Marketplace insurance at any point during the tax year
 
 

4

Childcare Expenses

  • Amount paid
  • Provider's tax I.D., name, and address
 
 

5

Deductible Expenses

  • Proof of mortgage interest and property taxes (Form 1098)
  • Charitable donations (cash and in-kind)
  • Out-of-pocket medical expenses
  • Casualty and theft loses 
 
 

6

College Expenses

  • Form 1098-T
  • Record of expenses paid for tuition, fees, and books
 
 

7

Bank Account Information

  • Your account and routing numbers to have your refund directly deposited into your bank account

Download Checklist

Coronavirus (COVID-19) Protocols

Given the current COVID-19 situation, Westminster Tax Clinic is planning to modify the operations plans for the upcoming tax year. This is what we have in place for the spring of 2023:

  • All taxpayers will be served on an appointment basis only. As of right now, the clinic does not anticipate allowing any walk-ins.
  • We will be performing wellness checks of all the volunteers and clients, including contactless temperature being taken.
  • Each tax station will be equipped with a plexiglass protective shield and sanitizing supplies.
  • All taxpayers and volunteers are required to wear a mask at all times. If you have a medical issue that prevents you from wearing a mask, you will be required to wear a face shield. Please bring your mask or face shield with you to your appointment as the Tax Clinic will not be able to provide you with one. 
  • We are implementing rigorous cleaning protocols and sanitizing the commonly touched surfaces, including but not limited to pens, clipboards, desks, etc.

Although this year will be much different, the clinic staff are grateful for the opportunity to do what they can to help serve the community. At any point, the Tax Clinic may modify its operations to accommodate for any new CDC and local guidelines.

Services

The Tax Clinic offers a wide range of services, both for individual tax return preparation and financial advocacy.

Prepare and Submit

  • Federal and multi-state tax returns
  • Applications to the Department of Workforce Services for food stamps, medical, and childcare
  • Applications to Salt Lake County Treasurer’s Office for property tax abatements and tax delinquencies
  • Applications to Utah Community Action for housing, heat, and weatherization
  • Applications to Salt Lake City Corporation for the handyman grant, home rehab loan program, and home buyer program (services for SLC residents only)

Coordinate Appointments

  • The AAA Fair Credit Foundation for Individual Development Accounts set-up and education, Debt Management, Debt Settlement, Financial Coaching, and Credit and Budget Counseling
  • The Community Development Corporation of Utah for foreclosure prevention services, the Home Repair Program, the HomeFit Mortgage Program, and the Down Payment Assistance Program, and more (to be eligible for CDCU programs you must first complete a class)

Volunteer Income Tax Assistance

The Volunteer Income Tax Assistance (VITA) program offers free tax help to low-to-moderate income families, persons with disabilities, and limited English-speaking taxpayers who need assistance in preparing their own tax returns. Our IRS-certified volunteers provide free income tax return preparation with electronic filing to qualified individuals.

Financial Advocacy

The Westminster Tax Clinic seeks to assist individuals in achieving financial stability and self-sufficiency.

Resources

 

Promote the Clinic

Partner organization can print the Tax Clinic flyer to promote it to community members.