Our AARP Tax-Aide office at the Fairfax Library will be open from 10:00am - 2pm on Mondays and Thursdays between February 6th and April 17th.

You may request an appointment by emailing fairfaxtaxaide@gmail.com or calling 415-578-0167. When calling be sure to leave your full name.

FORMS TO COMPLETE AND ITEMS TO BRING WITH YOU TO YOUR TAX-AIDE APPOINTMENT

(we will provide you forms when you arrive if you are not able to fill them out ahead of time)

CLICK HERE FOR FILLABLE INTAKE BOOKLET

CLICK HERE FOR CALIFORNIA SUPPLEMENTAL WORKSHEET

SELF-EMPLOYMENT WORKSHEET TO COMPLETE IF YOU ARE SELF-EMPLOYED

IF YOU PLAN TO ITEMIZE PLEASE COMPLETE THIS FORM

IF YOU HAD EDUCATION EXPENSES FOR YOURSELF OR YOUR DEPENDENT PLEASE FILL OUT THIS WORKSHEET

We can prepare most tax returns, but not all. Click here to see a listing of what we can do and what we can not do.

Other items to bring with you

1. Your ID(s) and Social Security Card(s) for yourself, your spouse and dependents.

2. A copy of last year's tax return.

3. All of your 2022 tax documents including any documentation on self employment or business income and expenses.

4. A voided check for your account (required for direct deposits).

5. If you plan to Itemize, bring all of your information for Itemizing. Please total your medical expenses and your charitable contributions.

PLEASE open all envelopes containing tax documents, and organize your documents in the following order: Social Security statement, W-2s, 1099-Rs, 1099-INTs, 1099-DIVs, Broker statements, .....