How to Schedule Your Tax-Aide Appointment

Free tax preparation for Montgomery County residents is available by appointment only. Please review the options and important policies below before scheduling.

⚠️ Important Policies

• 24-Hour Cancellation Rule: If you cannot attend, you must cancel or reschedule at least 24 hours in advance. Failure to do so (or a "No Show") may result in being barred from making future appointments.

• Prior Year Deadline: Returns or amendments for Tax Years 2022–2024 must be scheduled no later than March 15, 2026. After this date, we will only prepare 2025 returns.

• Separate Appointments: For multiple tax years, you must book a separate appointment for each year (e.g., one for 2025 and one for a 2023 amendment).

Method 1: Online Self-Scheduling

The fastest way to secure your spot. Available 24/7.

• Standard Sites: Click here to schedule at any Montgomery County Tax-Aide site

• Leisure World Residents: Click here for Leisure World private site scheduling

  • Note: Leisure World sites are strictly limited to residents of that community.

Method 2: Call Our Scheduling Office

Best for those without internet access or for booking Amended Returns.

Phone: 240-777-2577

Hours of Operation:

• Monday – Friday: 9:00 AM – 4:00 PM

• Saturday: 9:00 AM – 12:00 PM

• Note: If the line is closed for the season, voicemail is not available.

Please have the following ready when you call:

1. Full names of all taxpayers.

2. A reliable phone number.

3. An email address (preferred for confirmation, but not required).

🛠️ Amended Tax Returns

Do not self-schedule online for an amended return. We only prepare amended returns that were originally prepared at an AARP Tax-Aide site. To ensure we can help you, please call our Scheduling Office at 240-777-2577. Our staff must ask you several specific questions before we can book this type of appointment.

Need Transportation?

If you need assistance getting to your appointment, please call 311 within Montgomery County to learn about available transportation resources.