Serving the Town of Marblehead, MA since 1877

Tax Prep Program

Old fashioned alarm clock with a sticky note in front saying tax time for the AARP Tax Counseling Program at Abbot Library, Marblehead MA

AARP Tax Counseling Program

This free Tax Preparation Assistance service will be offered once a week on Mondays in the Library’s Program Room from February 6 through April 10 from 11:30 am – 5:30 pm at the interim location at 3 Brook Road in Marblehead.

Reservations are required

Reservations may be made during regular library hours. To make a reservation please call the Abbot Library at 781-631-1481 ex. 213, or ask for the Reference Desk. If no one is available please leave a message and a Reference librarian will contact you.

Please cancel and reschedule your appointment if you cannot make it. ‘No Shows’ will not be able to make a second appointment.

There is no age limit. The tax program is to help all low to moderate income taxpayers. Patrons do not need to belong to AARP to use this free tax preparation service.

This program does not cover depreciation, business inventory, or business losses.

Please bring the following to your appointment:

  1. Government issued photo identification
  2. Social Security Card or ITIN (Individual Tax Identification Number)
  3. Copy of last year’s tax returns
  4. All tax documents
    1. W-2’s
    2. 1099R
    3. 1099G
    4. 1099-Misc
    5. 1098s (including tuition)
    6. Form 1095-A if applicable
    7. In order to itemize, you will need charitable contributions, mortgage and property tax information, and medical expenses

Contact:

If you would like to speak with the coordinator for the Abbot Public Library’s tax service before or after an appointment, please call the library at 781-631-1481 ex. 213, or ask for the Reference Desk. The Reference librarian will take your contact information and inform the coordinator to follow up with you directly.

If you need to speak with a representative from the IRS please refer to their contact page: IRS.gov/help

To learn more about the AARP Tax Aide Foundation, please refer to their information page: aarp.org/money/taxes/aarp_taxaide

Additional Tax Assistance Locations:

The AARP Tax Service is being held at the following additional locations:

Swampscott Public Library
Address: 61 Burrill Street
Date & Times: Tuesdays 1 PM to 5 PM
Call: 978-226-3108

Swampscott Senior Center
Address: 200 R Essex Street
Date & Times: Wednesdays 12 PM to 5 PM
Call: The Main Desk 781-596-8866

Salem Senior Center
Address: 401 Bridge Street
Dates & Times: Tuesdays and Thursdays 9 AM to 2 PM
Call: 978-912-0771

This program is sponsored by the IRS and supported by the AARP Foundation. Its mission is to provide free, basic tax return preparation for low to moderate income taxpayers, with a special emphasis on the elderly. You do not have to belong to AARP to use the service, nor is there an age requirement. The TCE program adheres to the strict ethical standards of the Department of the Treasury and does not discriminate against taxpayers on the basis of race, color, national origin, disability, sex, age, or reprisal.