Free Income Tax Help

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Volunteers are available at Lakewood’s Weingart Senior Center to assist low-income families, individuals and seniors in preparing their basic tax returns. Appointments are required and are available Mondays and Thursdays from February 5 through April 16.

Call 562-630-6141 to make an appointment. The Weingart Senior Center is located at 5220 Oliva Avenue.

If you are filing a joint return, both husband and wife must come to the appointment. Individuals with appointments should be prepared to bring in their tax information (W-2 or 1099 forms) and last year’s tax return. Returns generally take about two hours to prepare, and every return is reviewed by a second tax preparer before they are filed.

The service is a nationwide AARP Foundation program called “Tax-Aide.” Through a group of trained volunteers, Tax-Aide has helped low- to moderate-income individuals for more than 40 years across the nation.

The program helps taxpayers receive applicable tax credits and deductions. Tax-Aide is free to taxpayers with low and moderate income, with special attention to those ages 60 and older. For more information, visit www.aarp.org/taxaide.

 

Volunteers WILL:

  • Prepare simple forms, including sale of homes and rental property (NO depreciation).
  • Prepare Schedules A, B, C & D.
  • Prepare K-1 (Interest & Dividends only).
  • Refer technical questions/returns to the IRS or other professional assistance.

Volunteers WILL NOT:

  • Prepare complicated returns such as rental property with depreciation.
  • Prepare business returns or complicated K-1.
  • Answer technical questions for which they have not been trained.
  • Refer taxpayers to any firm.
  • Accept fees.

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