In-Person and Virtual Appointments are both available
In-person appointments can be made in the online calendars of participating libraries.
Each library will have 2 appointment Tax Sessions per day.
Please only register for an appointment at one library.
*** Appointments are for a 2-Hour Session, not a specific time ***
Here is a list of libraries participating in face-to-face tax preparation, with days, hours, and direct links to their online calendars. If registration is closed, then you will have to try a different day or a different library.
| Library |
Day |
Tax Session 1 |
Tax Session 2 |
Online Appointment Calendar |
| Nyack Library |
Monday |
9:30am - 12pm |
12pm - 2pm |
https://www.nyacklibrary.org/eventscalendar.html#/events/ |
| Haverstraw KDL |
Tuesday |
10:30am - 12:30pm |
12:30pm - 2:30pm |
https://haverstraw.librarycalendar.com/events/month |
| Nanuet Library |
Wednesday |
10am - 12pm |
12pm - 2pm |
https://nanuetlibrary.evanced.info/signup/Calendar |
| Suffern Library |
Wednesday |
10am - 12pm |
12pm - 2pm |
https://suffernfreelibrary.evanced.info/signup |
| Suffern Library |
Saturday |
10am - 12pm |
12pm - 2pm |
https://suffernfreelibrary.evanced.info/signup |
Day of Appointment
Please arrive on time for your appointment. Failure to be on time may affect the tax preparer's ability to assist with your taxes.
If you must cancel your appointment, please do so in the library online calendar where you made your appointment.
If you are filing a joint return, only one of you needs to register.
You may have to wait for your turn within the session and for the 2nd step quality review.
Please bring the following to your appointment:
Previous Year's Tax Return(s)
Social Security Cards and/or ITIN notices/cards or other documentation showing your taxpayer ID numbers
Government-issued photo ID for each taxpayer (Need NY license for all taxpayers on a NY tax return)
Checking or Savings Account Information if you want to direct deposit any refund(s) or direct debit any amounts due
Identity Protection PIN (IP PIN) for each individual (if applicable)
Completed Intake Form (See 13614C in Forms Section)
All correspondence received from the IRS and your state/local taxing authority
Please read the list of documents needed in the form section for more details about what forms to bring for income, payments, deductions, health insurance and credit/adjustments.
Virtual Tax Preparation
The slots for in-person tax preparation are very likely to fill up, due to
our limited resources. In that case, you may want to do your return
using our Virtual Tax Preparation. (In fact, some people prefer this
method.)
It’s important that, to use this method, you must have the
following technology available:
A computer/laptop/tablet/smartphone
Working camera on computer/laptop/tablet/smartphone
Working microphone on computer/laptop/tablet/smartphone
Access to internet
Personal email address
Ability to scan your documents (a family member or other can help)
You must upload your scanned documents directly to a tax
program link that we will provide. If needed, we can provide you
guidance to accomplish this.
Access to a printer to print out the return for your records and or
print out payment voucher if required
The Virtual Tax Preparation Process:
Our counselors will contact you using Google Meet video conferencing
to review your tax situation before beginning work on your return.
Counselors will prepare your return remotely and contact you by phone
or email if questions arise.
When complete, counselors will contact you via Google Meet video
conferencing to review the return and answer any questions you have.
We will ask you to electronically sign a document that gives us
permission to e-file your tax return. We will help you use your tax
software account (previously provided) to enter your electronic
signature. Once we have your permission, we will transmit (e-file) your
return to the IRS. You will receive a link to download and print your
completed return.
