Ph: (989) 732-1122 Fax: (989) 731-2739 Contact Us: click here Business Hours: 8:30 a.m. to Noon 12:30 to 3:30 p.m. Monday - Friday
120 Grandview Blvd., Gaylord, Michigan  49735

Tax Assistance Program

The Otsego County Commission on Aging, in partnership with RSVP, will again be offering a Free Tax Assistance Program for the older adults of Otsego County.  The program is targeted toward those who are 60 years of age or older older and living on lower incomes.  Appointments are also available for adults under age 60 who are living on lower incomes, or who are living with a disability. 

Returns are prepared by RSVP volunteers who have been certified through VITA (Volunteer Income Tax Assistance), a program sponsored by the IRS (Internal Revenue Service).  Through VITA, all volunteers receive training to help prepare basic federal returns and must pass a test before they become certified volunteers.  Five VITA-certified volunteers with prior tax return preparation experience are available to do appointments for this year's program.

Where are returns prepared?

Tax clinics will be scheduled at three different locations in Otsego County this year.  To learn the dates of the clinics available in your community, click on one of the following community links.

Gaylord Tax Preparation Site Information

Vanderbilt Tax Preparation Site Information

Waters Tax Preparation Site Information

Do I need an appointment?

Yes!  To schedule an appointment, you may contact OCCOA on the "Contact Us" page found at the top right-hand corner of this website.  You may also call us at (989) 732-1122.


What should I plan to bring to my appointment?

Please bring:

• Copy of 2009 Income Tax Return
• 2010 Tax Notices
• 2010 Property Tax Statements
• 2010 Rent receipts
• 2010 Social Security statement
• Any other 2010 incomme assistance statements/records, such as for SSI
• 2010 Wage Statements, such as W2s
• 2010 Pension Statements
• 2010 Heating Bills
• 2010 Statement for premiums paid for medical insurance
• 2010 Interest Statments
• Bank account type, account number, and bank routing number, if you want your refund to be direct deposited

Is there a charge for the program?

There is no charge for the preparation of your return, but donations to OCCOA or RSVP are always welcomed and will help offset the administrative costs of the program.  Write "Tax Program" on the memo line of your check and mail to either of the following addresses:

Otsego County Commission on Aging
120 Grandview Blvd.
Gaylord, MI  49735

or 

RSVP
116 E. Fifth St.
Gaylord, MI  49735 

NOTE: NEMCSA (Northeast Michigan Community Service Agency, Inc.) is also offering free tax preparation services for those who qualify.  To schedule an appointment with a NEMCSA preparer, please call:

(989) 358-4652 or

(866) 484-7077, xtn. 252