Tax Preparation Assistance

Tax preparation can be overwhelming. AARP partners with the North Ottawa County Council on Aging to provide trained volunteers to help file these forms. These Volunteers work from mid-February until April 15th. They help people with basic state and federal forms, specializing in Homestead Property Tax Credits and Home Heating Tax Credit forms.

Appointments are made ahead of time. This service is offered in both the Grand Haven and Coopersville areas. In addition to the work the volunteers perform, copies will be made of all documents for the client to keep. Records are kept on each client to facilitate future year's return or if an amended return is needed.

In millage supported areas, the administration of this program is free to clients but donations are always welcome. In non-millage areas, the administrative fee is $25 per return, regardless of the number of forms completed.

Call in January to make an appointment. Call Grand Haven at 616-842-9210 and Coopersville at 616-997-1786.

Tax Preparation Check List
Tax Year 2009
You must have all applicable forms with you in
order to have your taxes completed.

Completed Tax Forms for 2008

Valid Picture ID & Social Security Card

2009 Income Information: W-2's & 1099's (all copies) Includes: Social Security, SSI, Interest, Dividends, Pensions, IRA's, lottery winnings, rental income, etc. Bring information on both taxable & tax free income, Federal & State.

2009 Property Tax bills: Summer & Winter

2009 Rent Payments: (including mobile homes) Bring monthly rent amounts for 2008 including the Landlord's name & address. If living in subsidized housing, a statement from the landlord is needed about the percent of rent that is applied towards property taxes.

Health & Prescription Insurance Premiums paid in 2009 - including Medicare, Part D, Advantage Plans, supplemental plans, etc.
Heating Credit Information: Heating costs from Nov. 1, 2008 through October 31, 2009. This information is available on-line or from your gas company or heat provider.

Sale of Homes, Stocks, Bonds, Securities, Mutual Funds (1099B's): Bring information on the original cost(s) of these items and the dates purchased & sold.

Checking/Savings Account Number & Routing Number: for direct deposit of any refunds.

Download the Tax Preparation Checklist