To book an appointment click on this link: <hbtaxes.live/book>.  Over two hundred appointments are now available through April 12.
We will file both your federal and state returns.

An AARP tax envelope with the intake form and instructions for organizing
your tax forms will be available at the Church sanctuary only on
Sundays between 9:30 -10 AM prior to church services.

 You may also come to the church’s Gisler Hall on Tuesdays and ask for the envelope and Intake form.
Look for the AARP signs.

 These worksheets may be helpful organizing your paperwork for your tax appointment:

            Itemized deduction worksheet
(check to see if your 2020 return has Schedule A)

            Self Employed/Schedule C worksheet

            Education Credit worksheet

            Economic Impact worksheet

If you are not able to obtain the Intake/Interview form on Sundays
you may download and print a form using this link.

  1. Please complete the first four pages or the Intake/Interview form and sign and date the last  three pages
    (if you have questions about these last three pages, speak with the facilitator who checks you in on the appointment sheet
    or with your tax counselor at the beginning of your tax appointment    ).
  2. bring a photo ID/Social Security information
  3. bring last year’s tax return
  

 

If you are filing a joint review with a disabled spouse or are
filing a return for a relative you will need a durable Power of Attorney form (POA).

Power of Attorney for tax forms (IRS form 2848)

These need to be notarized prior to your appointment.
Search the web for other POA forms.

Federal tax Free File: if you do not have an appointment, you may want to
click here for the IRS  Free File available for 2021 returns.
You may also file your California tax return with CalFile:
Click here for the California’s CalFile, a free tax filing web site.

Can we prepare and file your 2021 tax return?

  1. Check our Scope sheet to see if your tax return is permitted under the IRS Tax-Aide directives. In addition,
    it is your responsibility to have the necessary proof of identity and essential documents to bring with you to your appointment.
  2. Please take a minute to read the “Taxpayer Information and Responsibilities” and note the checklist of documents we will need in order to complete your return.

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