Trusted for Everyone

CAFolio is an online, volunteer-run tax clinic dedicated to helping individuals, families, nonprofits, and small businesses file their taxes quickly, easily, and affordably.

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CAFolio makes it easy to file with confidence or volunteer with purpose.
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Here for You - with Heart & Tax Know-How

Everyone deserves a little help at tax time. We’re here with safe, friendly, and free virtual support for those who need it most – seniors, newcomers, students, Indigenous Peoples, and modest-income families.

Need Help with Your Taxes?

At CAFolio, we believe everyone deserves access to clear, compassionate tax support. Our mission is to provide free and low-cost services for modest-income individuals—including seniors, newcomers, students, and others with simple tax needs—while empowering nonprofits and small businesses through inclusive, community-rooted financial care. We lead with integrity, empathy, and a commitment to uplift.
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Streamline Your Operations with Our Automation & Admin Tools

CAFolio provides easy-to-use tools and resources designed to help nonprofits and microbusinesses manage their operations efficiently. From tax preparation checklists to bookkeeping templates, we offer solutions that save you time and money, allowing you to focus on your mission and growth.
A digital illustration of a checklist on a tablet, symbolizing efficient tax preparation for nonprofits.
Tax Preparation Checklist
Simplify your tax preparation process with our comprehensive checklist. Ensure you have all the necessary documents and information ready for filing, saving time and reducing errors.
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A clean and organized spreadsheet representing a bookkeeping template for small businesses.
Bookkeeping Templates
Manage your finances effectively with our easy-to-use bookkeeping templates. Track income, expenses, and cash flow to gain insights into your financial performance and stay compliant.
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An image of a calendar integrated with financial software, representing automated scheduling for tax appointments.
Automated Scheduling
Schedule appointments and manage your calendar efficiently with our automated scheduling tools. Reduce no-shows and streamline your client communication for a smoother tax preparation process.
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Our Commitment to Community

At CAFolio, we believe in giving back. Since 2003, we’ve supported modest-income individuals and families through trusted volunteer service, hands-on tax help, and accessible financial education—ensuring no one is left behind when it comes to filing with confidence and dignity.

1 volunteers

Through the years, our trusted volunteers have prepared and filed income taxes for those in need, guided by the training, support, and care we proudly provide.

3 + initiatives

We’ve shared step-by-step guides, templates, and presentations, making tax education and financial literacy more accessible to families and individuals.

53 + returns

We’ve filed current and past-due returns – going back up to 10 years – to catch up and reclaim financial footing.

$ + million

Successfully secured entitled refunds and benefits for clients through precise and compassionate tax filing services.

Disability Tax Credit and Canada Disability Credit

Suppose you have a disability or have been struggling with health or mental health issues for over 12 months. In that case, you may be eligible for the Disability Tax Credit (DTC) and the Canada Disability Credit (CDC). These credits can provide significant tax relief and financial support.

The Disability Tax Credit (DTC) is a non-refundable tax credit that helps people with disabilities reduce the amount of income tax they may have to pay. The Canada Disability Credit (CDC) is a refundable tax credit that provides additional financial support to eligible individuals.

Check Your Eligibility

Use our online tool to see if you might qualify for the Disability Tax Credit and Canada Disability Credit.
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Resources
We are here to support you through the entire process. Contact us for personalized assistance and care.

Common Questions

Find answers to your most pressing questions about our tax preparation services, eligibility, and how we can assist you in maximizing your tax benefits.
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We provide free tax preparation services for low-income individuals and families

You can easily schedule an appointment through our website or by contacting our office directly for assistance.

Please bring your income statements, identification, and any relevant tax documents to ensure a smooth preparation process.

Latest Insights

Explore our articles on tax preparation and financial tips.
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Client Success Stories

Hear from those we’ve helped achieve financial stability and peace of mind through our dedicated tax services.

CAFolio transformed my tax experience. Their team was understanding and made the process seamless, ensuring I received the maximum refund possible. I felt supported every step of the way.
Maria Gonzalez
Maria Gonzalez
Single Mother, Community Member
 
As a small business owner, CAFolio's guidance was invaluable. They helped me navigate my taxes with ease, allowing me to focus on growing my business without the stress of tax season.
James Smith
James Smith
Owner, Local Cafe, Smith's Cafe
 
The support I received from CAFolio was exceptional. They not only prepared my taxes but also educated me on financial planning, which has made a significant difference in my life.
Linda Chen
Linda Chen
Nonprofit Director, Helping Hands Organization
 

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