Longview Baptist Church
2308 N. New Hope Road, Raleigh, NC 27604
February 5 – April 15, 2024

MONDAYS and WEDNESDAYS only Site will be closed for Easter on Monday, April 1.
Appointment times start at 9:15 am and end at 2:15 pm
(Appointments are required)
Tax Aide service is available to all. To make sure your tax situation is within scope for AARP volunteers, you may want to click here to review our Scope document.

Please follow this 3-step process to have your tax returns completed:
Step 1 – Make an appointment
Step 2 – Get Prepared for Your Appointment
Step 3 – Day of Appointment

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Step 1 – Make an appointment

1. Make an appointment by clicking here: Online Appointment Calendar available on January 20, 2024

** Please note that an email address is required for scheduling**
It will be used ONLY for appointment confirmation and reminder.
If you are unable to schedule an appointment online, please call this number for assistance: 919-578-2405


3. In 2024 we will offer same-day tax preparation and the two-visit remote preparation model used last year. Anyone may schedule an appointment for remote preparation, but it is strongly recommended for taxpayers with multiple brokerage statements, with education credits for more than one student, or other complex situations. With the 2-visit model, your documents are scanned at the 1st visit and you review and sign at 2nd visit.
If you choose same-day tax prep, plan to spend 2+ hours at the site.

Step 2 – Get Prepared for Your Appointment

1. Collect and remove from mailing envelopes all your personal tax documents.
a. Review list of documents needed to complete your return. This list can also be found in Intake Packets which are distributed at locations listed below.
2. Download and complete all necessary and applicable forms listed below.
Intake Form — please print in landscape format. If you are unable to download and print the necessary forms, you can pick up forms BEFORE your appointment at the locations listed below.
COMPLETED INTAKE FORM IS REQUIRED FOR ALL TAX RETURNS!!
Schedule C Worksheet – Required if you have self-employment income
Itemized Deductions Worksheet – Summarizes all available deductions you may have. (You will only itemize if the total of your itemized deductions exceeds the standard deduction.) With the worksheet, no receipts are required.
Education Credits Worksheet – Required if you have a college student on your return with education expenses or a scholarship to report. Please include tax form AND Student Account Statement from college or university.

*** Please bring a printed copy of ALL tax forms to your appointment ***

3. Pick Up Tax Packets at These Locations
Wendell Senior Center, 323 Lake Drive, Wendell, Mon – Fri, 8:30 – 4:30
Longview Baptist Church, 2308 N. New Hope Road, Raleigh, Mon – Thurs, 8:30 – 4:30
Packet contents are also available for download here.

4. Please bring last year’s tax return to your appointment.

Step 3 – Day of Appointment


Please plan to arrive 10-15 minutes before your appointment.
Tax Aide services are located in the Church Fellowship Hall.
Parking is available in the front and back of the Church.
Please let us know if you need wheelchair access or another form of accommodation.
1. Bring Social Security cards for everyone included in the tax return along with government-issued photo ID for the primary taxpayer (and spouse, if relevant).
2. Bring all tax documents, completed forms and your prior-year federal and state tax return.