Eligibility
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Open to individuals with low to middle income, seniors, and people with disabilities
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Application Process
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-Call for an appointment
-Schedule online and bring completed Intake Form (Form available at Red Bluff Library)
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Documents Required
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-Photo ID/DL
-Social Security card
-W-2
-Last year’s tax return
-Bank account and routing number for direct deposit
Proof of health insurance coverage or exemption
-Any other pertinent documents such as 1099 or Social Security income statement
**If married, both spouses should attend if possible
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Volunteer Duties
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Volunteer tax preparers are trained and must pass open-book test. Volunteers are utilized as:
-Appointment-setters (over the phone and internet)
Greeters (to review documents that clients bring)
-Tax preparers
**Call Everett (District Coordinator) for information at 530-528-8512
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Programs at this agency
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AARP Foundation - Tax-Aide - Shasta County AARP Foundation - SCSEP AARP/IRS - Tax-Aide - Siskiyou County AARP/IRS - Tax Aide - Plumas County
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