MONMOUTH COUNTY TAX-AIDE

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Information for Monmouth Taxpayers


Tax Year 2021 Tax-Aide Operation and Taxpayer Requirements

Due to the pandemic, AARP Tax-Aide is making temporary changes in the way we will prepare your tax returns this season. These changes will be in effect at all Monmouth County Tax-Aide sites. NOTE: All site Operating Schedules (see below) are subject to change due to site closures resulting from pandemic intensity.

You will be dropping off your documents to a Tax-Aide counselor. By AARP policy, face masks are currently required. The counselor will interview you and take inventory of your documents. Because you will be leaving your documents with us, you will be required to sign new forms giving us permission to retain your documents in your absence. These forms are IN ADDITION to AARP's standard Intake Questionnaire. IF YOU ARE MARRIED FILING JOINTLY, BOTH SPOUSES MUST BE PRESENT AT DROP-OFF TO SIGN THIS FORM.

The intent of this Drop Off service is to complete your tax return later the SAME DAY. We will telephone you when your tax return is completed. You are expected to return to the site the same day because we are generally NOT permitted to retain your documents over night.

AN APPOINTMENT FOR DOCUMENT DROP-OFF IS REQUIRED; WALK-INS ARE NOT PERMITTED. Failure to comply with the all the "Requirements Before Coming to the Site" link below may necessitate appointment cancellation and require you to schedule a new appointment.

You will NOT be present for the preparation of your tax return as in the past, but you must remain close by and available by telephone should the preparer have any questions. Once your return has been completed and quality reviewed you will be called to come back to pick up, review, and sign your tax return. IF YOU ARE MARRIED FILING JOINTLY, BOTH SPOUSES MUST BE PRESENT TO SIGN THE TAX RETURN.

AARP requires all taxpayers and volunteers to wear protective face masks. Please be fully vaccinated.


YOU MUST AGREE TO "REQUIREMENTS BEFORE COMING TO THE SITE"


Click here to view the Monmouth Operating Schedule and to Make an Appointment

Monmouth Site Operating Schedule (Subject to change without notice)