YOU MUST CALL AHEAD TO MAKE AN APPOINTMENT!
(810)-626-2135
AARP Taxes
Scheduling will begin January 3rd.
Appointments are on FRIDAYS this year: February 3rd -April 7th
1. Make one appointment for every return you want us to prepare (children's, prior year, ETC...)
2. Bring Last Year's tax return, Picture ID, Social Security Cards for yourself and all dependents
3. Arrive at least 15 to 20 minutes Early to sign in and complete the necessary paperwork.
4. Direct deposit will only be made with a blank check to verify routing and account numbers.
5. Bring Property Tax Bills: Summer and Winter for the Property Tax Credit (If you qualify)
6. Bring utility bill showing your gas use for the year if you qualify for the energy credit (usually totals are listed in
Nov. or Dec. gas bill)
7. Bring Health care Documentation: Medicare(Usually on your Social Security card 1099SA), employer coverage or Affordable Health Care
8. If filing Joint, Both taxpayers must come to the appointment.
9. Guardians must have paperwork to document their Guardianship
2. Bring Last Year's tax return, Picture ID, Social Security Cards for yourself and all dependents
3. Arrive at least 15 to 20 minutes Early to sign in and complete the necessary paperwork.
4. Direct deposit will only be made with a blank check to verify routing and account numbers.
5. Bring Property Tax Bills: Summer and Winter for the Property Tax Credit (If you qualify)
6. Bring utility bill showing your gas use for the year if you qualify for the energy credit (usually totals are listed in
Nov. or Dec. gas bill)
7. Bring Health care Documentation: Medicare(Usually on your Social Security card 1099SA), employer coverage or Affordable Health Care
8. If filing Joint, Both taxpayers must come to the appointment.
9. Guardians must have paperwork to document their Guardianship
Things that will help the speed process
- Take information out of envelopes and open folded pieces of paper. Multi-page Brokerage 1099's Ok to leave in Envelopes
- Organize Your paperwork into income (Examples: 1099SA, W2, Interest) and Everything else
