Tax Assistance
AARP | Tax Aide
A nationwide program by the AARP Foundation offering free tax preparation for low- to moderate-income taxpayers, with a focus on seniors (50+) but open to all, emphasizing accessibility and accuracy.
Services:
- Free Tax Preparation: In-person and virtual tax filing by IRS-certified volunteers, covering federal and state returns, EITC, Child Tax Credit, and senior-specific deductions (e.g., medical expenses).
- Tax Counseling: Advice on tax situations, credits, and filing requirements, especially for seniors or low-income households.
- Document Requirements: Requires W-2s, 1099s, Social Security Card/ITIN, and other tax documents.
Cost: Free for eligible users.
Phone #: 1-888-227-7669 (AARP Tax-Aide locator)
Email: taxaide@aarp.org
IRS Volunteer Income Tax Assistance (VITA) Program
A national IRS program providing free tax preparation by certified volunteers for low-income individuals, seniors, persons with disabilities, and those with limited English proficiency, focusing on maximizing refunds and credits.
Services:
- Free Tax Preparation: In-person tax filing for households with income under $64,000 (2024 threshold), covering federal and state returns, EITC, Child Tax Credit, and other deductions.
- Tax Counseling: Guidance on tax credits, deductions, and filing status; includes assistance for seniors via the Tax Counseling for the Elderly (TCE) program.
- Document Requirements: Requires W-2s, 1099s, Social Security Card/ITIN, and other tax documents.
Cost: Free for eligible users.
Phone #: 1-800-906-9887 (IRS VITA locator)
Users can locate their nearest AARP TCE Tax- Aide site here. Sites operate January–April; call ahead for appointments. For virtual options, use MyFreeTaxes. If no nearby sites appear, contact the IRS for referrals to mobile or alternative programs in Dallas County.