AARP Tax-Aid Assistance

The volunteers from the AARP Foundation Tax-Aide  program are back at Mizell! The ARRP Foundation provides free tax assistance to those you need it most.

To keep everyone healthy and safe, the format will be  different from previous years. 

Follow the 1-2-3 steps below to have your 2021 taxes done for free. 

The number of available time slots is limited.

Step 1: Make Your Appointment

• Beginning Monday, January 24th at 8:30 am  call Mizell at 760-323-5689 to schedule a 20- minute appointment on a Tuesday from February 1 through April 5.
• You may also register in person at Mizell's Front Desk beginning Monday. A limited number of time slots are available so don't delay in making your appointment!

Step 2: First Appointment

• Arrive for your appointment 10 minutes early to complete the in-take form. If you register for your appointment at the Front Desk in person you will be able to take the in-take form with you at that time.

Bring the following documents with you:

• Social security card for taxpayers and ALL others included on return. Your Medicare card is not acceptable as it no longer includes your social security number.
• Photo ID of taxpayer and spouse (if any). Both must be present on the second Tuesday to sign the return. 
• A copy of previous year's tax return.
• Birth dates of everyone included on return. 
• Information on ALL sources of income: wages, interest, brokerage information, unemployment, tips, gambling income, retirement income, or any other income.
• Proof of bank routing and account information (blank check) if direct deposit (or debit) is desired.
• Form 1095A, 1095B, or 1095C, Affordable Healthcare Statement and Health Insurance Exemption Certificate, if received. 
• Information on deductions if you may be able to itemize: property tax, mortgage information, medical expenses, charitable contributions. 
• Name, address, and phone of childcare provider (if applicable).

If you do not bring required documents and information we will not be able to complete your return. Over the course of the next week, the volunteer will complete your taxes at their home.

Step 3: "Sign Here"

• Return the following Tuesday between 12:30 and 2:30 pm to pick up your copy of the completed tax forms and provide your signature to e-file your forms.

Most seniors will qualify for free tax help from volunteers with the AARP Foundation Tax-Aide program. However, there are some exceptions! Please read the lists below before making your tax appointment at Mizell.