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AARP Foundation Tax-Aide program

The AARP Foundation Tax-Aide program provides free tax preparation for low and moderate income taxpayers including high school and college students, single taxpayers, working families and senior citizens. AARP membership is not required to receive service. Montana Tax-Aide volunteers prepared over 6,400 2021 tax year returns and the 25 volunteers in southwestern Montana prepared over 750. The Livingston, Belgrade, Ennis and Bozeman Senior Centers provided space and contact support for the program. Without their support, we would not be able to provide this service. The program requirements and scope are directly regulated by the IRS. Volunteers are required to pass IRS and AARP qualification tests and complete test problems before being certified as preparers. An extensive training program is provided to keep volunteers up to date on state and federal tax law changes. Bozeman Tax-Aide is always looking for volunteers. Client facilitators greet taxpayers, help them prepare intake paperwork and ensure they have all the materials they need to complete their return. Tax counselors interview the taxpayers, prepare the tax return and review it to ensure it is correct and complete. Counselors should be computer literate and be able to commit time to learn the software and tax law requirements. If you enjoy helping others and are interested in the program, please contact AARP TaxAide at (406) 220-4075, or through the Bozeman Senior Center.

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