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Tax Counseling

The Income Tax Counseling Program has been serving clients since 1980. Our IRS-certified staff and volunteers operate the program between February 1 and April 15 each tax season, and help clients with “off-season” inquiries and tax issues.

Eligibility and assistance:

  • Aged 60-plus, blind, or disabled
  • Low to moderate income
  • NO COST tax filing assistance with federal and state tax forms
  • Counseling is conducted individually and confidentially
  • Services are provided in English and Spanish
  • Appointments are available at sites throughout the county

What do I bring to my appointment?

  • Form W-2 “Wage and Tax Statement”
  • Form 1099 for such things as dividends, distributions from pensions, annuities, I.R.A., sale of stocks, etc.
  • A photo ID
  • Your Social Security Card
  • Your prior year tax returns

For questions about your taxes, contact Sarah Guzman, Income Tax Program Coordinator at 831.655.4242.


Want to make a difference in a seniors life?  Become a TAX VOLUNTEER.  Each year, AOA partners with the IRS and the CA Franchise Tax Board to provide FREE, no cost tax assistance to hundreds of Monterey County seniors.  Interested?  Call Sarah Guzman (831) 655-4242 or click here  for more information.


Earned Income Tax Credit:

The Earned Income Tax Credit is a benefit for working people with low to moderate income.  Earned income is available for seniors under age of 65 as of December 31, 2018.

Taxpayers reaching the age 65 on January 1st are still considered to be 64 as of December 31st

You must have earned income to qualify for this credit.

Your earned income and AGI must be less than:

■ $49,194 ($54,884 for married filing jointly) if you have three or more qualifying children,

■ $45,802 ($51,492) for married filing jointly) if you have two qualifying children,

■ $40,320 ($46,010 for married filing jointly) if you have one qualifying child, or

■ $15,270 ($20,950 for married filing jointly) if you don’t have a qualifying child.

Additional Resources:

It’s time for paycheck checkup.  Get tax help from the IRS site withholding for the following :

Following tax law changes, you should do a paycheck checkup using the IRS’s Withholding Calculator and, if necessary, complete a new  W-4 form. The calculator helps determine the right amount of withholding.

You should check if you:

  • Are a two-income family.
  • Have two or more jobs at the same time or only work part of the year.
  • Claim credits like the child tax credit.
  • Have dependents age 17 or older.
  • Itemized deductions in 2017.
  • Have high income or a complex tax return.
  • Have a large tax refund or tax bill for 2017.

More IRS Helpful Info

Retirees can avoid surprise tax bills by adjusting the tax taken out of pension payments; A #PaycheckCheckup with the #IRS Withholding Calculator can help:

Retired? Make sure you’re paying in enough tax for 2018 by using the #IRS Withholding Calculator to do #PaycheckCheckup now.

With tax reform changes, #IRS urges retirees to do #PaycheckCheckup make sure they are paying in enough tax during the year.

The #IRS Withholding Calculator can help those who receive pension or annuity payments on a regular schedule perform a #PaycheckCheckup to avoid a surprise tax bill.

Retirees receiving pensions or annuities: Visit #IRS Withholding Calculator to do a #PaycheckCheckup to avoid surprise tax bills.

If you’re retired use the #IRS Withholding Calculator to see that you’re paying the right amount after tax reform. #PaycheckCheckup.


Why Choose Direct Deposit?
Social Security and Your Taxes

U.S. Internal Revenue Service
California Franchise Tax Board

If you are under age 60 and need assistance, contact The United Way at 831.372.8026.