Henryetta, OK – FFFCU and AARP team up again for the sixth year, providing free tax preparation for the citizens of Henryetta and the surrounding areas. This service is not just for the members of (AARP or FFFCU), anyone from the community can benefit from this service as long as their taxes fall within the parameters of our training.
These ladies are in training to learn the new tax laws and prepare your tax returns.
With a combined 65+ years of tax preparing experience they’re bringing serious know-how to help out folks like you. There are two preparers that retired from the tax field Kathy Graffman and Shirley McCowan, Amber Pippin has 6 years experience preparing taxes also Heather Berry with 5 years of experience, Andrea Britt has 4 years of experience, and Amber Mordecai has 3 years of experience. We seriously know how to prepare your tax return. This service is offered free of charge, every Wednesday from February 5th, 2025 to April 9th, 2025 at the Briefcase, 313 West Main Street, Henryetta, Oklahoma. Hours are 9 AM to 3 PM every Wednesday. Packets will be available after the 23rd of January at the Henryetta Library, First Family Credit Union in Henryetta and Okmulgee, and will be available to pick up at the site (Briefcase) February 5th.
If you have any questions concerning your packet or eligibility, please call 918-268-8676 and leave a message and phone number, your call will be returned.
Last years impact on the community was returns prepared 324
Federal Refunds $317,232.00 Average Refund $ 1,082.70
Total EIC $ 61,482.00 Average EIC $ 1,921.31
Average AGI $ 40,835.67 Child Tax Credit $ 68,923.00
Education Credit $ 11,591.00 Advance CTC $ 23,092.00
Some comments received on the surveys were:
So helpful, kind, so nice, informed and efficient. Several said they did not know where to go for help and were so glad they came to us. A widow had not filed taxes in 5 years since her husband passed and said “he had always taken care of this” so she did not know what to do. We were able to help her.
We are so glad to be able to offer a program like this to the community, and with more volunteers we can continue to expand.
How AARP Foundation Tax-Aide Can Help You Today
We offer free tax return preparation to anyone who needs it. AARP Foundation Tax-Aide volunteers are trained to help you file a variety of income tax forms and schedules.
In certain situations, however, our volunteers may be unable to provide assistance. The Volunteer Protection Act requires that our volunteers stay within the scope of tax law and policies set by the IRS and AARP Foundation. Here’s aguide to what our Tax-Aide volunteers can — and can’t — do.
We can prepare most returns with:
*Oklahoma State Return
*Volunteer firemen’s credit
*Retirement deduction state
We can’t prepare returns with:
other complicating factors.
*Most virtual currency investments or transactions.
*State home school and Private school credit
Taxpayers will:
Tax-Aide volunteers will:
Essential Documents to Have at the Tax Site
Government-issued photo ID for the taxpayer(s) on the return
❒ Social Security cards or ITIN documentation for all
❒ Copy of prior two year’s tax returns
❒ Income documents for wages, interest, dividends, capital gains/losses, unemployment compensation, pensions and other retirement income, Social Security benefits and self-employment.
❒ Brokerage statements – sale of stocks or bonds
❒ Healthcare – Forms 1095-A if have marketplace insurance
❒ Mortgage interest, medical/dental expenses, charitable donations, sales, income or property taxes
Records of federal and state income taxes paid
❒ Educational expenses – Form 1098-T, student’s detailed financial school account; other education expenses
❒ Checking or savings account info for direct deposit of refund or direct debit of balance due
❒ Any other recent IRS or state tax department correspondence
❒ Please bring printed copies of all tax documents
AARP TAX AIDE SITES
Henryetta First Family Federal CU 3163 West Main ST, Henryetta, OK 77437
Shirley McCowan Phone: 918-268-8676
Wednesday’s Feb 5, 2025to April 9th, 2025 9 AM to 3 PM
706 N WHEELER AVE |
| SALLISAW | OK | 74955-3035 |
Mr. James Anthony Mobile (918)773-2496 Wednesdays
McAlester Public Library, 401 N 2ND ST, McAlester, OK 74501
Receptionist (918)426-0930 Gail Jackson
Monday’s Feb 7, 2025 to Apr 7, 2025 9 AM to 3 PM
Eufaula Community Center 121 High Street Eufaula, OK
Friday’s February 14, 2025 to April 11, 2025 9 AM to 3 PM
Gail Jackson (918) 527-6334
Muskogee Oldham Baptist Church
3605 Tahlequah St Muskogee, OK 74401
Vicki on Phone for appointments 918-924-5608
Sharon on site Thursday’s February 1,2025 to April 15, 2025 9:30 A to 3:30 PM