Our appointments for AARP Tax Aide for the 2025 season (2024 tax year) are full. Please use the links below to find an alternative location.

For information on other locations, see these links below:

For information about Arizona AARP Tax Aide locations by county, click here.

For the AARP Foundation tax aide locator, click here.

Download and fill out the intake form before your appointment. (PDF Format)

Information from our AARP Volunteers

What to Expect (PDF Format)

  • In person tax preparation – You will sit with the tax preparer while your taxes are being prepared.  Space limitations allow only one taxpayer to sit with the preparer. Waiting is available in the area designated.
  • Tax returns for Arizona residents will be completed during your visit.
  • Tax returns for residents of other states will require a return visit a week later to finish up the return.
  • Bring photo identification for all taxpayers and social security number verification for all individuals listed on the return.
  • All Taxpayers must sign the completed tax return before we can send it to the IRS.

How You Can Help

  • Pick up and completely fill out form 13614 (Federal Intake form).
  • Bring ALL tax documents that you have received.
  • If you have enough expenses to itemize (Married filing jointly greater than $29,200 or single greater than $14,600) have them summarized ahead of time. 
  • Bring prior year’s (2023) tax return.

Common Tax Returns that we cannot do

  • Arizona Tax Credits without a receipt from the receiving organization
  • Arizona Tax Credits with multi-year carry forward credits.
  • Self-employment with a business loss.
  • Self-employment that uses accrual accounting.
  • Self-employment without mileage logs and expense receipts.
  • A return that includes a home office space expense.
  • More than two brokerage statements or more than 24 combined transactions.
  • Home rental income.
  • Schedule K1 forms are often complex and outside our scope.  It is too complex to list the limitations here.  Call Gail R at (480) 422-3358 to verify we can handle your K1 forms.
  • We are unable to complete state returns for: CA, LA, MN, NM, ND, NY, or WI. 
  • Solar panel energy credits are out of scope.  Residential energy credits are in scope for certain items visit energy.gov for more information and limitations.
  • Electric vehicle tax credits
  • If you suspect your return could be out of our scope, please call Gail R at (480) 422-3358 to verify we can do your return.

Get Tax Help Online

  • United Way suggests that people use this free online tax filing program that offers personal support if needed: getyourrefund.org
  • United Way also suggests https://myfreetaxes.com/ to help people file their federal and state taxes for free.
  • You can also visit IRS.gov for free tax-preparation-and-filing software.
  • Arizona Department of Revenue lists free tax state tax-preparation-and-filing software.

Tax Forms

Federal Tax Forms
www.irs.gov

Forms – 1-800-829-3676
Tax Help – 1-800-829-1040

Mesa IRS Office
480-503-7355
1818 E Southern Ave, Mesa, AZ 85204
Hours: Monday-Friday – 8:30 AM-4:30 PM (Closed Noon – 1 PM)

Arizona State Tax Forms
www.azdor.gov

Forms & Help
602-255-3381
1-800-352-4090

East Valley Office
55 N. Center St., Mesa, AZ 85201
Hours: Monday-Friday – 8 AM – 5 PM