PIKE COUNTY AREA AGENCY ON AGING

IRS trained Tax Preparers will be at Blooming Grove and Matamoras

Boro Hall for tax payer assistance for those with low to moderate income, with special attention to those age 60 or older. This will be by appointment ONLY.  Beginning February 4th Tuesdays,

Wednesdays and Thursdays in Blooming Grove.

 

Tuesdays in Matamoras starting February 11th.

 

Business income preparation is by CEZ form ONLY.

 

Please note what to bring when you come:

 

IT IS IMPERATIVE that you bring a copy of last year’s income tax returns, and a form of ID.

  • W-2 forms for each employer

  • SSA-1099 form if paid Social Security

  • All 1099 forms (1099-INT, 1099-DIV, 1099-B, etc.)

  • 1099-MISC showing any miscellaneous income

  • 1099-R form if you receive a pension or an annuity

  • All forms indicating federal income tax paid

  • Bank documentation relevant to mortgage debt forgiveness

  • Dependent care provider information (name, employer

  • ID/Social Security numbers) 

  • All details if itemizing deductions

  • Social Security cards or other documentation for yourself and all dependents

  • All paid property tax bills

 

TAX DOCUMENTS TO BRING REGARDING YOUR HEALTH INSURANCE:

If you purchased health insurance through the Health Care marketplace you must bring form 1095.

 

TAX PREPARATION IS BY APPOINTMENT ONLY

CALL 775-5550 FOR AN APPOINTMENT

 

Upon completion of tax preparation, you will receive a copy of your taxes. DO NOT LOSE THEM. The Tax Preparers do not keep any records. During bad weather, if Wallenpaupack schools are closed, tax appointments are automatically cancelled; call to reschedule. If there is a 2 hour school delay (Wallenpaupack), tax preparation appointments begin at noon.  All morning (AM) appointments are automatically cancelled. Call to reschedule your appointment 570-775-5550.

 

If you cannot keep your appointment, kindly call the office and let us know.

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