At The Site TY2022

What to expect while having your tax return prepared

We ask that you review the AARP COVID-19 ACKNOWLEDGEMENT statement before coming to any site.

We are using two different business models for tax year 2022.

All sites will prepare tax returns BY APPOINTMENT ONLY.  No walk-ins will be accepted.

All Tax-Aide volunteers are encouraged to be fully vaccinated against Covid-19 and to wear masks as well.  Plexiglass dividers may be in use and social distancing will be in force to keep everyone as safe as possible.

The differences in the business models are explained below.

Basic similarities are:

  • The taxpayer must come with their tax documents and a completed pre-appointment package of documents that can be downloaded (link to be added here) or picked up at the tax site beforehand
  • The taxpayer will be interviewed by a Tax-Aide volunteer to collect all of the information necessary to complete their tax return
  • The taxpayer will then either sit with the volunteer or move to an assigned waiting area while their return in being prepared.  Taxpayers must be available, by phone, for any questions that may arise.

IN PERSON 

The taxpayer makes an appointment, completes a pre-appointment package of documents, comes to the site with their tax documents for their intake interview.  As in past years, the taxpayer will sit across from the tax preparer as their return is prepared. When the return is completed and quality reviewed the taxpayer will review their return, sign the e-file authorization and receive a paper copy of their return as well as their original tax documents.  Returns will be prepared on site.

SAME DAY DROP OFF

The taxpayer makes an appointment, completes a pre-appointment package of documents, comes to the site with their tax documents for their intake interview, leaves their documents with the counselor and moves to an assigned waiting area while their return in being prepared. When the return is completed and quality reviewed the taxpayer will review their return, sign the e-file authorization and receive a paper copy of their return as well as their original tax documents.  Returns will be prepared on site.

SEE EACH SITE’S SPECIFIC PAGE FOR MORE DETAILS