Helpful Information for Taxpayers

You — the taxpayer — are responsible for the accuracy of your return, based on the information you provide to Tax-Aide — see the Taxpayer Responsibilities flyer.

 

Volunteers have limitations, based on the complexity of the return.  If a tax return requires a form or knowledge outside the scope of our program, our training, or our IRS certification, we cannot file it.  See the Tax-Aide Scope Limitations flyer for tax-related matters that we cannot help with.

​

We file returns electronically.  We do not provide legal or financial advice.

​

Before your appointment with a Tax-Aide volunteer, please have all your tax forms and data easily available.  You may want to refer to the Checklist of Important Documents.

​

​

 

Filling out the Intake Booklet beforehand is very helpful and will save you time on the day of your appointment.  Click on the button below to open a downloadable PDF copy of the Intake Booklet; you can then print it on a printer and fill it in before your appointment.