When You Come

1.  THE WEEK BEFORE YOUR APPOINTMENT, COMPLETE THE FOLLOWING

    • Please print and complete these three forms:
      • Intake Booklet (fillable)filling out this required form ahead of time will make your visit easier and quicker.
      • Other documents to bring (PDF).
    • Other documents to review and fill out as needed –  IRS Required Information.
    • If you are not able to print, follow the packet pick-up instructions sent with your appointment confirmation. 


2.  THE DAY OF YOUR APPOINTMENT, BEFORE YOU COME

  • Gathered all your documents from the Document Checklist
  • Note:  If you are sick, please call to reschedule. If you do not call and miss your appointment for any reason, you might not be able to have one rescheduled.
  • Bring a picture ID 


3.  WHEN YOU ARRIVE

  •  If you arrive more than 5 minutes before your appointment, please wait to come in until just before your appointment time.
  • When you arrive and are greeted, your documents will be reviewed and you will be interviewed.
  • During your appointment time,
    • The volunteer then will provide you with Form 8879, which you and your spouse (if applicable), will be required to sign, giving AARP permission to E-file your return. 
    • You will then be given the printed copy of your Tax Return in a special envelope and you are free to leave the site.  
  • Be sure to keep your Tax Return, Intake Booklet and tax Documents inside the provided envelope and store in a safe place for next year. 

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