AmeriCorps Seniors RSVP offers free tax preparation services through the Volunteer Income Tax Assistance (VITA) Program, providing valuable assistance to taxpayers with low to moderate yearly income ($67,000 or less). This service is made possible by IRS-certified volunteers who generously contribute their time and expertise to help community members with their tax preparation needs. Clients are encouraged to click the button to print and fill out the Intake/Interview and Quality Review Sheet before coming to their tax preparation appointment to ensure a smoother and more efficient process.

Weather policy: In the event of an inclement weather closure, program information will be posted on the SOCAG Facebook page.

Please Note: The number of individuals we can serve is based on how many volunteers are available to prepare taxes.

What To Bring

  • Photo ID (Taxpayer & Spouse)

  • Social Security cards for Taxpayer & all dependents or ITIN

  • Birthdates for all dependents

  • W2’s for wages

  • 1099R pension income if retired

  • Proof of Medical Insurance (1095 A, B or C’s)

  • 1099’s for interest or other payments received

  • SSA 1099 for Social Security income

  • Last year’s tax returns

  • The total amount paid in daycare

  • Daycare providers tax identification number

  • Bank routing and account numbers for direct deposit