AGA Group understands the needs and concerns of our senior community and helps them by making their tax time experience a lot easier and stress-free. AGA Group offers seniors (age 65+) free customized tax return preparation and filing services. Come to AGA Group and see how we’ll help give you peace of mind and work hard to find ways to have cash returned to you in the process all for FREE.
AGA Group is dedicated to serving seniors within the community. We understand the specific needs and concerns of seniors and the stresses they deal with when tax time comes around. Many of our seniors have paid for their homes and are paying only state taxes. Others have medical expenses and question what is and what is not tax-deductible. Some receive monthly Social Security payments and wonder if they need to claim the income and/or how to claim the income?
AGA Group helps ease the worries and fears of our seniors. Our seniors have worked hard all of their lives, it’s time someone works hard for them. AGA Group works hard to stay up-to-date on the tax laws especially for seniors so that we can answer any questions that they may have, even if it’s unique to their situation. We honor our senior community by offering free consultations to our seniors which includes free tax preparation and filing services to seniors aged 65 and up with an annual income of less than $21,000.
AGA Group will need the following documents during your free consultation in order to provide the free preparation and filing services:
- Social Security Income Statements and Benefits Statement
- Birth dates
- Forms 1099, W-2’s and K-1’s
- Health, Medical Expenses and Insurance Premium Payments
- Out of Pocket Medical Expenses, Supplies, Equipment (i.e. eyeglasses, hearing aids), Medications and Medical Travel
- Listing of all Itemized Deductible Expenses
- Form W-2G for Gambling Winnings
- Mortgage interest or State Tax Payments
- Stockbroker statements
- Records of all other income received
Call AGA Group today and schedule your free tax filing. Get your taxes done early, on us – at no charge to you!