Personal Finance & Tax

Wells Fargo & Co, Berkeley c1885
Wells Fargo & Co, Berkeley c1885

Consumer Protection (Scams, Credit Reports, Stolen Information & More)

https://consumer.ftc.gov/features/librarians

Free Tax Help

The AARP Tax-Aide provides free tax assistance in your community.

Also, use the United Way's site to help you find free tax preparation as well, including locations in Berkeley.

An excellent resource for information is earnitkeepitsaveit.org.

Tax and Personal Finance Resources

Central Library is providing a limited amount of State and Federal tax forms at Outdoor Pickup.

Can't decide if you should file a 1040 or 1040-A?  Want to know if your retirement fund is safe?  Whether you are a novice investor or a stock market expert, we have many resources to help with your Personal Finance and Tax questions.  In addition to a large collection of books, we provide free online access to Morningstar Investment Center and Tax and Investment ebooks available anytime, anywhere with your Berkeley Public Library card.

Financial Smarts

Investing in Bonds
Learn the basics of investing in bonds. Mortgage information from Consumer Financial Protection Bureau
Get answers to your mortgage questions from a Federal…

Tax Topics

California Franchise Tax Board
California Franchise Tax Board's site, filled with tax forms, tax return information and payment options.Internal Revenue Service
The IRS site,…

Morningstar Investment Center

Information on more than 30,000 stocks, funds, and other investment products. (Access is limited to 1 user at a time).

Data Axle Reference Solutions

Provides basic information on more than 24 million businesses and more than 262 million consumers in the US and Canada.

Legal Information Source (NOLO)

Access free legal information and forms from NOLO Press.