
For taxpayers with low -and moderate- income, with special attention to those 60 and older.
Wednesdays — 10:30 a.m. – 2:00 p.m. and 3:30 p.m. – 7:00 p.m.
Fridays — 12:30 p.m. - 4:00 p.m.
Appointment book at Upstairs Reference Desk
Call —- 725-5242, Ext. 510
Please bring the following with you when you come:
- current year’s tax forms and preparation book;
- copy of last year’s income tax return(s);
- W-2 forms from each employer;
- unemployment compensation statements;
- SSA-1099 form if you were paid Social Security benefits;
- all 1099 forms (1099-INT, 1099-DIV, 1099-B, etc.) showing interst and/or dividends and documentation showing original purchase price of sold assets;
- 1099-misc. showing any miscellaneous income;
- 1099-R form if you received a pension or annuity;
- all forms indicating federal income tax paid;
- dependent care provider information (name, employer, ID, Social Security Number);
- all receipts or canceled checks if itemizing deductionss;
- Social Security cards or other official documentation for yourself and all dependents.