Welcome Somerset County NJ Tax-Aide Volunteers. AARP FOUNDATION Tax-Aide TY 2013 National Accomplishments Helped 2.6 M people Federal Tax Returns prepared:

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Presentation transcript:

Welcome Somerset County NJ Tax-Aide Volunteers

AARP FOUNDATION Tax-Aide TY 2013 National Accomplishments Helped 2.6 M people Federal Tax Returns prepared: 1.65 M Volunteers: 35,195 2

AARP FOUNDATION Tax-Aide TY 2013 NJ Accomplishments Helped 55,624 people Federal Tax Returns prepared: 37,813 (up 8.5%) Federal E-file rate: 98.9% Sites: 148 Volunteers: 987 (up 5%) 3

AARP FOUNDATION Tax-Aide TY 2013 Somerset County Accomplishments Federal Tax Returns prepared: 1,823 returns E-file rate: 100% Sites: 6 Volunteers: approximately 60 volunteers 4

Overall Process- Somerset County Client calls Tax Appointment phone line requesting tax help Client is assigned to tax site coordinator/ volunteer via Tax volunteer calls client to set up appointment & reviews Initial Phone Call Sheet On site: Client completes Intake/Interview Sheet Tax return prepared, quality reviewed, printed & e-filed 5

TY 2014 Tax Sites (Mainly Monday – Friday) * 6 SITETWO Bridgewater Senior Center√ Franklin Township Library√ Green Brook Municipal Building, North Plainfield Library, Middlesex Senior Center √√√√√√ Montgomery - Otto Kaufman Community Center (NEW) √ Manville Library√ Washington School, Raritan√ * Hours and days differ by site based on availability

Important Reference Websites Somerset County website Training resources Proficiency problem scenarios & refund monitors Volunteer portal includes news, cybertax notifications, links for administration for AARP Tax-Aide volunteers 7

Service Awards Congratulations