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.

Tax Help for 2023 through 2026

From First week of February through March 15, 2027

• We can help you file brand-new Federal and Maryland tax returns for 2023, 2024, 2025, and 2026.

• We can fix (amend) tax returns from these years only if AARP Tax-Aide prepared them for you in the past.

• Important: If you need help with older tax years (2023–2025), please make your appointment early!

From March 16 through April 15, 2027

• During this busy time, we only help with 2026 tax returns.

• We can also fix a 2026 tax return only if AARP Tax-Aide prepared it.

• We will not do tax returns for 2023, 2024, or 2025 after March 15.

If you still need help with older tax years after March 15, you will need to use another tax service or contact us in January 2028.

Method 1: Online Self-Scheduling  - ONLINE SCHEDULING IS NOW CLOSED.  IT WILL RE-OPEN JANUARY 25, 2027.

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

• Standard Sites: Click here to schedule at any Montgomery County Tax-Aide site NOTE:  Self Schedule is closed for this tax season.  Call our scheduling office to make an appointment.

• Leisure World Residents: Click here for Leisure World private site scheduling NOTE:  Self Schedule is closed for this tax season.  Call our scheduling office to make an appointment.

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

Method 2: Call Our Scheduling Office - OUR SCHEDULING OFFICE IS NOW CLOSED.  THE SCHEDULING OFFICE WILL REOPEN THE LAST WEEK OF JANUARY 2027.

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.

Inclement Weather Policy for AARP Tax-Aide Sites

To ensure the safety of our taxpayers and volunteers, please review our weather-related closure policy:

Sites at Montgomery County Libraries & Recreation Centers

If Montgomery County Government offices are closed (not the same a public school closures) due to weather, all tax sites located in county Libraries or Recreation Department facilities will also be closed.

• Next Steps: If your site is closed, a volunteer will contact you directly within 48 hours of your scheduled appointment to reschedule your appointment.

Independent & Community Sites

For sites located at Leisure World, Asbury Village, Riderwood Village, Clarksburg HOA Community Center, or Colesville Presbyterian Church, operating hours may vary based on the specific facility's status.

• To Check Status: Please call our update line at 240-777-2577 to confirm if these sites are open during severe weather events.

Appointment Scheduling Office

Regardless of local site closures, the Appointment Scheduling Office will remain open during its normal business hours (M-F, 9 to 4) to assist you.

Thank you for your patience and for helping us keep everyone safe during the winter season!