Monterey, CA Alliance On Aging Offers Free Tax Counseling
by Richard Kuehn on 02/04/15
The Alliance on Aging is offering free tax counseling for the 2015 tax season. The Income Tax Counseling Programming has been serving clients since 1980 with IRS-certified staff and volunteers which are ready to help through April 15.
Eligibility
and assistance requirements are:
- Aged 60-plus,
blind, or disabled
- Low to moderate
income
- NO COST tax
filing assistance with federal and state tax forms
- Counseling is
conducted individually and confidentially
- Services are
provided in English and Spanish
- Appointments are
available at sites throughout the county
What
you need to bring to your appointment:
- Form W-2 “Wage
and Tax Statement”
- Form 1099 for
such things as dividends, distributions from pensions, annuities, I.R.A.,
sale of stocks, etc.
- A photo ID
- Your Social
Security Card
- Your prior
year tax returns
For
questions on the program, contact Sarah Guzman, Income Tax Program Coordinator at
831.655.4242.
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