Tax Preparation Assistance

Tax preparation can be overwhelming. AARP partners with the Four Pointes Center for Successful Aging to provide trained volunteers to help file these forms. These Volunteers work from mid-February until April 15th. They help people with basic state and federal forms, specializing in Homestead Property Tax Credits and Home Heating Tax Credit forms.

Appointments are made ahead of time. This program is offered to residents 60 and older in north Ottawa. In addition to the work the volunteers perform, copies will be made of all documents for the client to keep. Records are kept on each client to facilitate future year's return or if an amended return is needed.

The administration of this program is free to clients due to community millage support. Donations are always welcome.

Call in now to make an appointment at 616-842-9210.

Tax Preparation Check List
Tax Year 2012
You must have all applicable forms with you in order to have your taxes completed.

Completed Tax Forms for 2011

Valid Picture ID & Social Security Card

2011 Income Information: W-2's & 1099's (all copies) Includes: Social Security, SSI, Interest, Dividends, Pensions, IRA's, lottery winnings, rental income, etc. Bring information on both taxable & tax free income, Federal & State.

2011 Property Tax bills: Summer & Winter

2011 Rent Payments: (including mobile homes) Bring monthly rent amounts for 2008 including the Landlord's name & address. If living in subsidized housing, a statement from the landlord is needed about the percent of rent that is applied towards property taxes.

Health & Prescription Insurance Premiums paid in 2011 - including Medicare, Part D, Advantage Plans, supplemental plans, etc.
Heating Credit Information: Heating costs from Nov. 1, 2010 through October 31, 2011. This information is available on-line or from your gas company or heat provider.

Sale of Homes, Stocks, Bonds, Securities, Mutual Funds (1099B's): Bring information on the original cost(s) of these items and the dates purchased & sold.

Checking/Savings Account Number & Routing Number: for direct deposit of any refunds.