Need Help with Tax Preparation? COA and the Bedford Library Offer Free Assistance

January 18, 2024

Submitted by the Bedford Council on Aging

Starting Feb. 5 and continuing through April 12 the Bedford Council on Aging and the Bedford Free Public Library are once again offering free tax assistance primarily for low to moderate income seniors.

Generally, most appointments are 45-60 minutes in length depending on the complexity of the return. When the client leaves the interview, they take all their documentation with them so that nothing is left with the volunteer and the return is subsequently electronically filed with the client’s permission.

There are limited “out of scope” returns that we are not permitted to prepare, such as rental properties as well as some business returns, but in general, almost every other return is acceptable. All volunteers are required to pass an IRS examination before they are permitted to prepare a tax return and always work in pairs so that no deduction or credit is missed.

Many taxpayers are unfamiliar with the Senior Circuit Breaker Tax Credit, a refundable credit of as much as $2,590.00. Eligible taxpayers who may not be required to file a tax return because of low income may obtain this refund simply by scheduling an appointment and filing a state tax return.

After you schedule an appointment, you will receive a letter outlining the documentation we require as well as an intake form that you need to complete in advance of our meeting. If you need to cancel an appointment, we request that you call so that we may schedule another taxpayer in that same time slot.

To schedule an appointment at the COA, call (781) 275-6825 and to schedule a Saturday appointment at the Library, call (978) 245-6798; leave a message and a volunteer will return your call to schedule‬ an appointment.‬‬‬

The COA looks forward to assisting you in the next few months.

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