AARP Tax-Aide in Milwaukee County

PLEASE NOTE: We cannot guarantee that we will be able to honor all appointments. If the tax site closes because of Covid-19 exposure, we will also have to close. In that case, if we can offer you another appointment we will, but we can make no assurance of that.

Once again this year we will have a limited number of tax preparation appointments. When choosing an available appointment be careful about the date you choose. If you do not have all of the necessary documents at the time of your appointment we will not be able to prepare your taxes and we will probably not be able to offer you a different appointment.

This year you will make an appointment to drop off your tax papers with us. When you arrive, you will be given a second appointment about 4 hours later to pick up your completed return. Make an appointment on a day when you are sure you will be available for the second appointment. Married couples do not both have to be present for the initial appointment to drop off their papers, but they both must be there to pick up and sign the return.

After you make your appointment you will receive a confirmation email with information on how to prepare for your appointment. Follow the instructions carefully. There are several forms you have to fill out which are available online or at the site you select to have your taxes prepared. These forms MUST BE entirely filled out prior to your appointment or we will not be able to serve you.

If there are no appointments available, check back often since people cancel appointments and we sometimes add more appointments. If you cannot get an available appointment, check the list below to see other options you may wish to choose:

• We can guide you through preparing and efiling your own tax return, using free tax software. In order to enlist our help with this, you must have the following: an email address; a computer with a microphone and an internet connection (a phone will not be adequate); the ability to use Google Meet software to join a virtual meeting with one of our tax counselors (this is very easy to use and we will send you instructions). You will also need to have access to a printer, in order to print a copy of your return for your records. To choose this option click here.
• IRS VITA free tax preparation sites in Milwaukee County. Taxpayers must have less than $66,000 of income. For information click here, or call 414-906-2700.
  
• IRS Free File program. Information here
  
• WI Department of Revenue's free tax preparation, for information click here
  
• Independent paid preparers
• Lastly, please note: taxpayers who do not owe any taxes to the IRS or WI have until April 15, 2025 to file their return for a refund, without penalty. You can choose to wait until next year to have your taxes prepared, if you do not owe any taxes.