AARP TAX AIDE – Free Tax Help
Starting February 1, 2017, at First United Methodist Church
Monday through Friday, 9:00 am to 2 PM – No Appointments
This is an FUMC signature mission that has been in continuous operation since tax year 2007, for a total of nine years. Our volunteers prepare tax returns for local people in Lancaster City and the surrounding area at no charge. This tax service is equipped to file electronically for Federal and State returns, and at the same time, prepare paper returns for the Lancaster County Tax Collection Bureau (LCTCB). We also provide either property tax rebate or rent rebate preparation for low income taxpayers who qualify. The wireless internet infrastructure at FUMC is critical to the success of this mission.
We serve low to middle income (undefined) taxpayers with special emphasis on retirees and the elderly. The scope of the returns we can prepare is defined by the IRS and is quite detailed. We rarely have persons who are out of scope and denied service. Every tax return is mandated to have a quality review by a Team Leader before being electronically filed. The average gross income (AGI) of our clients at FUMC was $20,311 which was a 5.1 percent increase from 2014. we secured more than $1,600,000 in refunds for 1604 clients who filed federal returns at the FUMC tax office.
Our FUMC site is an affiliate of the AARP Foundation and is the largest affiliated site in Eastern Pennsylvania in terms of the number of efiled returns. Our process is 100 percent computer and network based, and runs in a Windows environment on Internet Explorer. We electronically file 99 percent of our prepared returns to the IRS.
Tax Ministry Annual Report 2015
Tax Ministry Annual Report 2014
Tax Ministry Annual Report 2013
For the 2016 tax filing, we will have 45 IRS certified tax preparers who qualified at the advanced level. In addition, we will have about 30 facilitators who review paperwork for completeness and check in clients on a first-come and first served basis. A majority of the volunteers are from the community.
All volunteers sign an agreement covering confidentiality and service protocols.
Our plan is to open for business at 9:00 am on February 1st with 10 computers and a staff of 15. Normal hours are 9 am to 2 pm, Monday to Friday. More information is posted on the door of FUMC.
Interested in becoming certified to join this ministry? If so, call a member of our leadership team: June Wesbury (464-4560) or Steve Franz (656-0353), or call one of our site contacts:
Brethren Village--Linda Wilson (285-7824)
Grace Community Church (new in 2016)--June Wesbury (464-4560)
Columbia Senior Center--Nancy McHenry (553-9746)
First UMC Lancaster--Steve Franz (656-0353) or Frank Geiger (871-9296)
Quarryville Senior Center--Susan Ryan (529-2875)
Willow Valley Lakes--Ralph Beedle (464-6945)
Willow Valley North--Jim Straw (464-6252)
Woodcrest Villa--Tom Nesbitt (381-7972)