AARP Tax-Aide

Step 1. Make an appointment by clicking here: Online Appointment Calendar

** 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: 919-341-9183

In 2025 our primary service will be While-You-Wait tax preparation. Please allow 1-1½ hours for this process. We will also offer the Two-Visit Scan process in which we scan your tax documents during the first visit and you return to pick up your completed return at the second visit. Let us know when you arrive for your appointment if you prefer the two-visit scan process. Complex tax returns may require two visits. There is no separate calendar for scan appointments this year

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, 9:00 – 4:30
Longview Baptist Church, 2308 N. New Hope Road, Raleigh, Mon – Thurs, 9:00 – 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.