Read Before Scheduling Tax Prep Appointmennt
Free tax preparation and filing for residents of Charles, Calvert, St. Mary’s and Prince George’s Counties is available by appointment only.
**Schedule is subject to change depending upon availability and inclement weather.
- There is no charge for tax preparation services
- Program is for Maryland taxpayers with income below $67,000
- Copies of tax returns are only provided to the taxpayer
- In order for taxes to be completed, taxpayers must bring in the following:
- Photo ID of taxpayer and spouse, if applicable
- Social Security cards for everyone being claimed on the tax return
- Income statements, i.e., W-2, 1099, 1098, etc.
- Credit statements, i.e., child & dependent care expenses, educational expenses, retirement savings, qualified residential energy costs
- Expense/Adjustment statements, i.e., student loan interest
- Deduction statements (if itemizing), i.e., medical & dental expenses, charitable contributions, real estate taxes, etc.
- Voided check or bank account/routing numbers (for direct deposit or debit of balance due)
- Prior year tax return
Types of Returns:
Only basic tax returns is in our scope of service, which includes the following forms:
- Form 1040 ( for amended returns – 1040X – the original 1040 must have been prepared at our site)
- Schedule A – Itemized Deductions
- Schedule B (limited) – Ordinary Dividends
- Schedule C (limited) – Business Income (can only have $35,000 of business expenses)
- Schedule EIC – Earned Income Credit
- Form 2441 – Credit for Child & Dependent Care Expenses
- Form 8863 – Education Credits
- Form 8888 – Allocation of Refund (which includes Purchase of Savings Bonds)
We cannot do tax returns that include information regarding:
- Farm income
- Rental real estate
- Excessive amounts of interest and dividends from investment accounts
- Schedule C reporting a net business loss
Refunds:
Persons have the option for direct deposit, split refund, purchase of savings bonds, or direct debit of their return/balance
If there are no delays in processing, returns can take up to 3 – 4 weeks for a direct deposit
Persons can check with the IRS for the status of their refund:
Visit https://irs.gov and click on “Where’s My Refund?” or 1-800-829-4477.