To make an appointment, call the Evergreen Community Center at 408-270-2220.
Appointments will be scheduled in mid-January by the Evergreen Community Center.
Your appointment will be on a Thursday morning starting February 6 at Foothill Center. Appointments made for 9, 10 and 11 a.m. will be for “in person” completion of the tax return. Appointments made for 12 p.m. noon will be for “drop off” only, with the completed returns to be picked up the following week.
When you arrive for your appointment, a volunteer will review your documents and help you complete a check-in form, which you will sign. A tax counselor will then help complete your returns and a second counselor will conduct a quality review before the returns are printed. A volunteer will give you your completed returns and, if you approve them, you will sign giving us permission to electronically file your returns.
Remember to bring your photo ID and all pertinent tax papers i.e., forms 1099, 1098, W-2, social security income statements, and medical, charitable donations, and other itemized deduction information as well as your 2023 tax returns.
Please note it is the intent of AARP and the IRS to assist seniors and people with basic returns. Villagers with high income or complex returns are encouraged to use a professional service rather than take an appointment which could be used by seniors with lower incomes. This IRS sponsored program does not allow us to prepare returns with complex sole proprietorships, rentals with depreciation, or returns with alternative minimum tax.
If you are not sure whether your return is classified as complex, call Alan at 408-238-3435. SRS has a list of paid tax preparers. Stop by the SRS office or call for the list to be e-mailed to you.
SRS reminder: Tax preparer list
A list of suggested paid tax preparers is available at the SRS office. All on the list are either CPAs (Certified Public Accountants) or EAs (Enrolled Agents). Stop by the office for a copy or call 408-239-5253. If you leave your e-mail address, the handout can be emailed to you.
Note: The Senior Resource Services (SRS) office hours for drop-in assistance are Monday, Wednesday, and Friday from 10 a.m. to noon. The SRS office is in the Cribari Center across from the Post Office. You may also leave a message at 408-239-5253. The purpose of SRS is to provide education and general business and financial information. All assistance is free and confidential. You should ask your professional advisor about your individual situation.
