Sunday, May 28, 2023

Free Tax Preparation with AARP

AARP Tax Aide is coming to Southlake Library to provide free tax preparation for seniors and low to moderate income individuals.

The Southlake Public Library will host AARP Tax Aide volunteers starting in February to provide help for low to moderate income and senior taxpayers in filing their Federal income taxes electronically. Interested individuals can make an appointment with the Library for Thursday afternoons between February 7 and April 11. Appointments are available between 2:00 and 6:00 PM. Call the Library Reference Desk at 817-748-8247 to schedule an appointment for this service.

There are no age requirements and this is a free service.

AARP Tax Aide Returns to Offer Free Tax Filing

The Southlake Public Library will once again host AARP Tax Aide volunteers as they help low to moderate income and senior taxpayers file their Federal income taxes electronically.

Interested individuals can make an appointment with the Library for Thursday afternoons between February 1 and April 12, 2018. Appointments are available between 2:15 and 6:00 PM. Call the Library Reference Desk at 817-748-8247 to schedule an appointment for this service.

There are no age requirements and this is a free service.

AARP Seeks Volunteers for Tax-Aide Program

Tax-AideAARP is seeking area volunteers to assist with the Tax-Aide program offered locally in libraries and seniors centers, including the Southlake Public Library and the Southlake Senior Activity Center. The Tax-Aide program prepares over 2.5 million returns annually with over 35,000 volunteers nationally. Volunteers are being actively recruited in Southlake, Grapevine, Colleyville, and Keller to assist with this popular program.

Volunteers should be comfortable with computers. Some personal tax experience in the past is a plus – but not a requirement. There are no age limits, meaning volunteers do not have to be retired or a member of AARP.   All necessary training, training materials, and computers are provided. The formal training is in January during a 4-day training class, which is a combination of tax laws and practical exercises (preparing returns). Prior to the January class, training materials are sent to each volunteer and they are encouraged to study and do practical exercises prior to the January class.   At the completion of training, each volunteer must pass a test for certification. The test, which is mainly preparing tax returns, can be done at the volunteer’s own pace and is open book so all of the reference materials are available.   AARP asks volunteers to work one 4-hour shift each week for the 11 weeks of the tax season. The shift is the same time, day, and location each week and an effort is made to match volunteers with the closest site to their home or work place. Veteran volunteers are close by new recruits offering encouragement and assistance to ensure accurate returns are prepared.  Returns are almost always electronically filed with the IRS and acceptance is received in a matter of a few hours.

To volunteer, applicants should contact Bill Taylor at (817) 217-4434 or wstaylor@aol.com.  Mr. Taylor will take some very basic contact information then enter the volunteer into the Tax-Aide system.  A district coordinator will contact the volunteer and provide additional details on the training and site locations.