Location:
Sparta: Sparta Activity Center, 321 E Bronson St, Sparta, TN 38583
Days and Times of Operation:
Monday mornings Feb 17 through Apr 8, appointments 9:00 am to 2:00 pm
Appointments are required at all sites. No Walk-In appointments are permitted in 2024
Tax Year 2024 Model of Operation: IN-PERSON In this model a tax counselor will conduct an in-take interview with the taxpayer(s) while reviewing the taxpayer's completed intake form and tax documents. The counselor will then prepare the initial tax return. A second counselor will independently review the tax return and review the return with the taxpayer(s). If the taxpayer(s) would like to then have the return submitted, they will authorize Tax-Aide to submit the return to the IRS and will be provided with a copy of the return.
Taxpayer responsibilities prior to the initial visit:
Pick-up and complete an intake package prior to arrival for scheduled appointment. Intake packages are available at Sparta: Sparta Senior Center (in mornings)
Bring the following documents to the initial visit:
IRS form 13614-C Intake/Interview & Quality Review Sheet (this form is in the intake package picked up from the Senior Center. Complete form prior to the appointment.)
All necessary Tax Year 2024 tax documents
Your 2023 tax return if available. This is especially important if your taxes were not prepared by Tax-Aide last year.
Any relevant letters received from the IRS, especially any Personal Identification Number the IRS may have provided due to a previous identify theft situation.
Picture identification
Proof of Social Security number for those who will be listed on the return
Routing number and account number for electronic deposits/payment, if desired
When you arrive at the site:
Arrive at your scheduled time.
TO MAKE AN APPOINTMENT FOR THIS SITE:
The best way to make an appointment is to Click here, this will bring you to the Tax-Aide scheduling site. Follow the directions to obtain an appointment that agrees with your schedule. Make sure that you follow all the way through until you reach a box that says "Confirm Information" and that you click it and receive appointment confirmation. You will receive a confirmation email of your appointment, as well as a reminder email 3 days prior to your appointment, and another reminder 1 day prior.
IF you CANNOT make an appointment using the link provided, call (423) 405-3941 and leave a message. A Tax-Aide volunteer will return your call to assist you in setting up an appointment. This line is not monitored continuously, so it may be a few days before you receive a call back.