Sumter AARP group offers free tax service

Coordinator: No strings attached

BY ADRIENNE SARVIS adrienne@theitem.com
Posted 1/13/19

Each year, many Sumter residents pay for tax preparation.

To make tax season easier for those who cannot or prefer not to pay, Sumter AARP Foundation Tax-Aide Program offers free tax preparation assistance to all, with no age limit nor AARP …

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Sumter AARP group offers free tax service

Coordinator: No strings attached

Posted

Each year, many Sumter residents pay for tax preparation.

To make tax season easier for those who cannot or prefer not to pay, Sumter AARP Foundation Tax-Aide Program offers free tax preparation assistance to all, with no age limit nor AARP membership requirement.

"We, professionally and confidentially, prepare your tax returns and electronically file federal and state returns for free," said Lula King, District 7 coordinator for the AARP Tax-Aide Foundation. "No strings attached."

Volunteers learned about the basic tax law and the new 10-40 form as well as changes for filing taxes such as modifications to the tax rate structure and an increase to the standard deduction, among other things, she said.

The volunteers come from all walks of life, she said, and are all interested in helping the community. And some have been with the foundation for at least 10 years, she said.

"We have several retired school educators, to include volunteers from careers in banking, accounting and social work," she said.

It would be advantageous for residents to have their taxes prepared through this program because it is totally free, King said.

That's more money taxpayers can use to pay for necessities like electrical bills, gas bills, medicines or to increase savings, she said.

Once the tax preparation is complete, she said, taxpayers only have to wait to receive their returns or make a payment. All information is filed electronically before the client leaves, she said.

King said the foundation will also provide follow-up assistance if other actions or information is required after taxes have been filed through the program.

Last year, according to a release from AARP, more than 600 taxpayers in Sumter received help from IRS- and AARP-certified volunteers with free electronic filing.

Sumter AARP Foundation Tax-Aide will offer free tax prep services from Feb. 4 to April 15 from 9 a.m. to 3 p.m. on Mondays and Wednesdays for walk-ins and by appointment on Feb. 9, Feb. 23, March 16 and April 13 in the South Sumter Resource Center, 337 Manning Ave.

Services will also be available by appointment from 9 a.m. to 3 p.m. on Tuesdays at Spectrum Senior Citizen Center, 1989 Durant Lane. Walk-ins will be allowed based on counselor availability.

Visitors to both locations need to bring an ID, Social Security cards, last year's tax return, if available, and all other pertinent tax documents needed for filing return.

For additional information, call Lula King at (803) 316-0772 or Emily Dinkins at (803) 983-2514.