Tax Counseling
Meet with an IRS-certified volunteer and receive free assistance on your tax returns.
All of our volunteers must take and pass tax law training that meets or exceeds IRS standards. This training includes maintaining the privacy and confidentiality of all taxpayer information. In addition to requiring volunteers to certify their knowledge of the tax laws, the IRS requires a quality review check for every return prepared prior to filing.
- Aged 60-plus, blind, or disabled
- Low to moderate income
- Counseling is conducted individually and confidentially
- Services are provided in English and Spanish
- Appointments are available at sites throughout the county
- Form W-2 “Wage and Tax Statement”
- Form 1099 for dividends, distributions from pensions, annuities, I.R.A., sale of stocks, etc.
- Photo ID
- Social Security Card
- Prior year’s tax returns
For questions about your taxes, contact our Tax Program Coordinator at (831) 655-1334.
Become a tax volunteer, and make a difference in a senior’s life. Each year, AOA partners with the IRS and the CA Franchise Tax Board to provide free tax assistance to hundreds of Monterey County seniors.
Ready to join? Submit an application to Rita Hill at rhill@allianceonaging.com.
Become a
Tax Volunteer
AOA partners with the IRS and the CA Franchise Tax Board to provide free tax assistance to hundreds of Monterey County seniors.
