Tax-Aide

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Volunteer as a scheduler

Volunteer as a client facilitator

Volunteer as a counselor

RSVP/AARP Tax-Aide Program

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RSVP/AARP Tax Aide provides free federal and state(MD) tax preparation services for low-to-moderate income taxpayers who live or work in Montgomery County.  Special attention is given to those 60 and older.  Our program runs during tax season.

The program operates by appointment only through a central scheduling line at 240-777-2577 staffed by volunteers. The scheduling office is open from Monday - Friday from the end of January through mid April. Most appointments are during the weekday hours with some Saturday and evening hours available.

The RSVP/AARP Tax Aide program prepares taxes at over 20 different locations across Montgomery County.   The program has over 120 trained volunteers.  Volunteers in Montgomery County have worked over 14,000 hours to prepare over 4,000 federal and state returns resulting in refunds totaling over $4,000,000.

For Tax-Aide Clients

Our tax counselors are volunteers who are trained to do simple returns for seniors or those with low to moderate incomes.  While our program does not specify income limits, returns must be within our scope of work.  Volunteers will assist with uncomplicated tax returns that can be completed in about an hour.  Appointments can be made at the end of January.  Click here for more information on scheduling an appointment.
 

If you have questions about a tax return done in a previous year please call the AARP membership line 1-888-687-2277. Let them know that your return was done for free and when and where your taxes were prepared.  AARP will have a local representative call you.

For Tax-Aide Volunteers

There are many ways to volunteer with the Tax-Aide program.  Read the descriptions below to find out which position is best for you!

Schedulers: Schedule Tax-Aide appointments.  This includes answering telephone calls and recording client information in appointment books. Explain to clients what information and items must be brought to Tax-Aide appointment.  Schedulers volunteer at the Holiday Park Senior Center.  Click here for more information about volunteering.

Client Facilitators (Greeters): Welcome clients and ensure they are helped in an appropriate order.  Maintain the appointment log and distribute intake form.   Facilitators volunteer at over 20 different libraries, community centers, and senior centers around Montgomery County.  Click here for more information about volunteering.

Counselors: Work with clients to prepare their federal and state (MD) taxes using an IRS provided software.  Counselors are certified after attending a week-long training class and passing an exam.  Counselors volunteer at over 20 different libraries, community centers, and senior centers around Montgomery County.  Click here for more information about volunteering.

We are so excited about the overwhelming response to our call for volunteers.  Official volunteer registration begins in early November.  If you are interested in volunteering with us please contact us at 240-777-2610 or email montgomerycountytaxaide@gmail.com

Check out these great pictures from the Tax-Aide 2013 Brunch