students working on laptops

Tax Clinic



The Westminster Tax Clinic offers free tax preparation and financial advocacy services to low-to-moderate income families. Local students and volunteers gain practical experience while serving the community and are dedicated to being available to anyone in need. The 2021 clinic will be open until April, 15 2021.

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.

SLCO Government Center

The SLCO Government Centeer location is open for appointments, drop-off, and virtual meetings beginning January 25, 2021

Address

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

Hours

  • 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.

SCHEDULE APPOINTMENT

West Valley Center

The West Valley location is open for appointments, drop-off, and virtual meetings beginning January 28, 2021

Address

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

Hours

  • Thursday: 10:00 a.m.–2:00 p.m. 

The clinic remains open until the last client is served.

SCHEDULE APPOINTMENT

Westminster College

Westminster College is a drop-off only location. Drop-off packets are only available at the main location.

Address

Westminster College
Bill and Vieve Gore School of Business
Main Office (2nd Floor)
1840 South 1300 East
Salt Lake City, Utah 84105

Hours

  • Monday–Thursday: 7:30 a.m.–6:00 p.m.
  • Friday: 8:00 a.m.–5:00 p.m.

Tax Clinic Checklist 

  1. 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.
  2. Gather government-issued photo IDs and SSN/ITIN cards for yourself and anyone on your return. 
  3. Gather all necessary tax documents and previous years' tax returns if you have them.
  4. Schedule an appointment or drop-off during business hours. 
  5. Arrive at your appointment with all your documents. Don't forget your face mask.

What to Bring

Identification

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

Income

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

Health Insurance

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

Childcare Expenses

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

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 

College Expenses

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

Bank Account Information

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

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 2021:

  • All taxpayers will be served on an appointment and drop-off 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 and 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