Our AARP Tax-aide office at the First Congregational Church will be open from 9:30am - 2pm on Tuesdays between February 7th and April 18th.
You may request an appointment by emailing ngtaxaide@gmail.com or texting 415-448-6155. When texting be sure to include 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)
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
Your ID(s) and Social Security Card(s) for yourself, your spouse and dependents.
A copy of last year's tax return.
All of your 2022 tax documents including any documentation on self employment or business income and expenses.
A voided check for your account (required for direct deposits).
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, .....