TAX PAYER INFORMATION

  • Returns that we can assist with – Please click here for a list of returns we may be able to help you prepare.
  • Returns that we CANNOT PREPARE – Please click here to look at this list so that you are not disappointed when we can’t complete your return.
  • Documents You Need for Free Help from Tax Aide – bringing the right documents will get your return done faster. Please click here for a list of documents to bring.
  • Client Intake Booklet – You must complete a new booklet every year. Completing this booklet ahead of time will get your return done faster.  Click here to print or save your intake booklet, it is a fillable pdf.

Please complete the Intake Booklet prior to your appointment.  Click here to download/print the Intake Booklet, it is  a fillable PDF.  If you can’t please arrive 15 minutes early for your appointment.  Click here for information on working with a fillable PDF.

  • Itemizing? – please click here for a form  to complete – it will save you time and help the tax counselor prepare your return.
  • Self-Employed? – please click here to  complete this form.
  • Common issues we see when taxpayers come:
    • People who get insurance from HealthCare.gov, the Affordable Care Act – need to have a 1095-A form.
    • Identity PIN – if you received a PIN last year, you need a new one every year and must bring for your tax appointment.
    • Taxpayers scheduling appointments before they have all of their 1099’s from their investment companies.