Personal Finance & Tax

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

Free Tax Help

The AARP is offering socially distanced tax assistance this year.

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

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.

Information on more than 30,000 stocks, funds, and other investment products. Also Includes independent analysis, industry information, stock charts, and portfolio building tools. Limited to one user at a time.

Data Axle Reference Solutions (formerly ReferenceUSA) provides basic information on more than 24 million businesses and more than 262 million consumers in the US and Canada.

  • Search for jobs, location, and industry
  • Find new business opportunities
  • Research executives & companies worldwide
  • Track down addresses and phone numbers
  • Locate out-of-town companies
  • Profile a neighborhood, city or state

This video will show you more!

California income tax forms and instructions are available here in ready-to-print, fill-out-and-print, and electronic filing options.

Find and download tax forms for any state from this site. Please Note: Because of form types and restrictions, this site is not available from catalog only machines.

Access free legal information including:

  • Accident Claims
  • Bankruptcy
  • Buying a House
  • Divorce
  • Getting a Green Card
  • Human Resources
  • Living Trusts
  • Patents
  • Personal Injury
  • Rental Agreements
  • Selling a House
  • Wills

Includes access to many full-text Nolo books! Also, download and print free Federal and State legal forms.