Alert
Close

Chat retirement strategies with AARP’s Jean Setzfand today, Oct. 24th, at 2:00 p.m. ET

Highlights

Open

You and Your Town Contest-You could win an AARP RealPad

AARP Auto Buying Program

Contests and
Sweeps

$10,000 Winter Escapes Sweepstakes

Beat the cold and cozy up to a chance of winning $10,000! See official rules.

Driver Safety

Piggy bank on the road - AARP Driver Safety

Take the new AARP Smart Driver Course!

AARP Books

Visit the Money Section

Enjoy titles on retirement, Social Security, and becoming debt-free.

Jobs You Might Like

most popular
articles

Viewed

Wisconsin

Tax-Aide Volunteers Ease Tax Anxiety

Free service is geared toward people 60+ with low or moderate incomes, but all are welcome

AARP Wisconsin tax aide

Paul Swanson, of Madison, spends six days a week preparing income tax returns in the AARP Foundation Tax-Aide program. AARP Wisconsin named him the best volunteer for 2011. — Photo by Narayan Mahon/ Wonderful Machine

Like many people, Dorothy Taylor of Madison would rather entrust her tax returns to an experienced professional than tackle them herself. But when she discovered her longtime tax attorney made errors preparing her form, the 79-year-old widow began losing confidence.

In 2000, Taylor heard about the AARP Foundation Tax-Aide program, a service with a focus on low- to moderate-income people age 60 and older.

See also: Cut your taxes for 2011.

She said she found Tax-Aide volunteer Paul Swanson to be conscientious and extremely knowledgeable — particularly about a sizable deduction her lawyer had missed.

Just as important to Taylor was the patience Swanson showed when gathering her financial information and explaining relevant portions of the tax code.

"He really made me feel at ease," said Taylor, who more than a decade later continues to make annual appointments with Swanson.

Thanks to Swanson and the efforts of more than 700 other volunteers in Wisconsin, Taylor's experience is replicated at 140 sites. Last year Tax-Aide helped roughly 60,000 Wisconsinites.

While the use of computer software at most sites makes preparation faster than ever — clients typically walk out with a completed state and federal return within an hour — the confidential program continues to emphasize accuracy. Volunteers go through a three-day training program and must pass IRS certification exams each year. In addition, each state and federal return is double-checked by a second certified tax counselor before it is filed.

As a result, volunteers often identify credits and deductions to which clients didn't know they were entitled.

All too frequently, Swanson said, residents doing their own returns overlook potential tax breaks such as the homestead credit or deductions for large out-of-pocket medical expenses.

For Swanson, the joy of making tax time a little less stressful for his clients is what keeps him coming back year after year. A retired high school math teacher who had worked part time for a tax-preparation business, he joined Tax-Aide in 1997 at the suggestion of a former colleague.

Swanson, 70, has since taken on leadership roles with the program — he's the state coordinator and site captain for Wisconsin's largest Tax-Aide location in Madison. In addition, he still spends up to six days a week preparing returns during the tax season.

Tax-Aide volunteer honored

"I enjoy doing taxes, and I enjoy working with people," said Swanson, whose dedication earned him AARP Wisconsin's 2011 Andrus Award for Community Service, an honor given to the state's top volunteer each year.

Many Tax-Aide counselors, including Bob Short, 60, of Sun Prairie, didn't have a professional tax background prior to getting involved. But with several years of experience helping family members with their returns, Short thought the program would be the perfect way to help others during his retirement.

The former information systems professional found himself preparing returns up to 30 hours a week as a Tax-Aide volunteer.

Now in his fourth year with the program, Short finds that helping clients reduce their tax burden is still one of his greatest passions.

"People have to know nearly as much to prepare one return as they do to prepare a hundred. So learning all the changes in a given year is a daunting task for most people," he said. "I just feel like I'm providing some help for these folks."

Wisconsin Tax-Aide sites generally operate from Feb. 1 to this year's filing deadline of April 17. For more information about locations and hours, visit the AARP Foundation Tax-Aide program website or call toll-free 1-888-227-7669. For more information about volunteer positions, visit the AARP Foundation Tax-Aide volunteer page.

You may also like: Who pays estimated taxes? >>

Dan Kurt is a writer living in Wauwatosa, Wisc.

Topic Alerts

You can get weekly email alerts on the topics below. Just click “Follow.”

Manage Alerts

Processing

Please wait...

progress bar, please wait

Tell Us WhatYou Think

Please leave your comment below.

The Cheap Life

Jeff Yeager Cheap Life Ultimate Cheapskate AARP YouTube web series save money

Catch the latest episode of The Cheap Life starring Jeff Yeager, AARP's Ultimate Cheapskate. Watch

Discounts & Benefits

From companies that meet the high standards of service and quality set by AARP.

Life insurance: you are covered rain or shine

Exclusive annuities for members from AARP Lifetime Income Program from New York Life.

AARP Credit card from Chase

Members can get cash back rewards on purchases with the AARP® Credit Card from Chase.

Homeowners Insurance
Member Benefits

Join or renew today! AARP members receive exclusive member benefits & affect social change.

Rewards for Good

Your Points Balance:

Learn More

Earn points for completing free online activities designed to enrich your life.

Find more ways to earn points

Redeem your points to save on merchandise, travel, and more.

Find more ways to redeem points