SAN FRANCISCO — San Francisco Public Library (SFPL) presents Tax Season Success this February and March, a series of expert-led, accessible and educational workshops designed to provide equitable resources and extensive insights for the 2026 tax season. 

“Tax season can be stressful, and this year brings added challenges due to changes in the tax code and the prevalence of confusing and misleading information,” said Jonathan Steimnitz, Personal Finance Librarian. “Our workshop series offers sessions for a wide range of taxpayers, providing trustworthy, up-to-date guidance to help participants file safely and accurately.”  

Tax Season Success features a comprehensive lineup of virtual workshops to help attendees understand the basics, choose a paid tax preparer, avoid common mistakes and more—whether they are beginners, freelancers, family caretakers or anywhere in between. An in-person workshop is also available to provide clarity on recent federal tax changes and explore how they may impact your finances. Presenters include attorney Timothy Carter from the Low Income Taxpayer Clinic, Larry Pon, CPA/PFS, CFP®, EA, USTCP, AEP, Rosario Chacón, MBA, EA, CFP®, CSLP®, FBS®, CDFA,  Heather C. Liston, CFP®, EA, Jeff Thompson, MA, MBA, EA, USTCP and Jason Matthews, CLTC®, TPCP®. 

Registration for virtual workshops are now open. Learn more at sfpl.org/tax-season-success. 

SFPL also offers financial resources beyond the tax season. Get free one-on-one financial guidance with Certified Financial Coaches and Certified Financial Planners® through the Library’s partners at the San Francisco Financial Empowerment Center and Advisers Give Back. Additionally, stop by the Business, Science and Technology Center at the Main Library or visit on.sfpl.org/FinanceEvents to view a full schedule of personal finance programming. 

Presented in partnership with SFPL’s Small Business Center and African American Center, Low Income Taxpayers Clinic, California Lawyers for the Arts, San Francisco African American Chamber of Commerce and Friends of the San Francisco Public Library. 

VIRTUAL WORKSHOPS 

Income Taxes: The Basics 

Learn about fundamental tax concepts, including the purpose and types of taxes, income reporting to the IRS, free tax preparation services and more. February 6, 2026, 1–2:30 p.m. 

2026 Tax Season Update 

Learn about the changes to tax forms for this filing season and ensure you don’t miss any of the many new tax breaks that took effect in 2025. February 24, 2026, 1–2:30 p.m. 

How to Choose a Paid Tax Preparer 

Get comprehensive guidance on selecting a reliable tax preparer and learn more about their roles, such as organizing tax documents, tax liabilities and filing returns. February 27, 2026, 1–2 p.m. 

Supporting Your Family Through the Tax System 

Whether you are caring for children, planning for education or part of a mixed-status household, get clear guidance on how family-related tax rules work and what to expect when filing. March 6, 2026, 1–2 p.m. 

Taxes: How to Stay Out of Trouble 

Learn about how to stay out of tax trouble with this presentation on what kinds of income you need to report, what kind of errors draw attention, common triggers for audits and more. March 19, 2026, 12–1:30 p.m. 

A Practical Guide to Taxes for Artists, Creatives and Freelancers 

Vanquish tax fear and gain practical tools for staying organized year-round with strategies for tracking income and expenses, maximizing deductions and keeping records that make tax time easier. March 25, 2026, 6–7:30 p.m. 

IN-PERSON WORKSHOPS 

Deconstructing Recent Changes to Federal Tax Legislation 

Learn about recent changes to federal tax legislation, how they may affect individuals, households and business owners, how to consider next steps for personal finances and businesses and make confident planning decisions. March 24, 5:30–7:30 p.m., Main Library, Latino/Hispanic Meeting Room, Lower Level