For the past 25 years, the Shepherd's Center of Charlotte has partnered with AARP to provide tax filing assistance free of charge. We serve countless older adults, particularly those with lower to moderate income, from February to April, with our free tax preparation. This valuable community service furthers our shared mission of helping older adults.
Location:
-
Location: Myers Park Presbyterian Church
2501 Oxford Pl, Charlotte, NC 28207 -
Parking:
-
General Parking:
-
Please park at the Myers Park Presbyterian Outreach Center, located at: 1073 Providence Rd, Charlotte, NC 28207. After parking, use the crosswalk to safely walk across to the church.
-
-
Handicap Accessible Parking:
-
If you have a handicap placard, designated parking is available directly at the church. This parking area can be accessed off of Oxford Place.
-
-
What to Bring:
Please ensure you bring the following to your appointment:
-
Social Security Card, including cards for dependents.
-
Driver's License or other photo identification.
-
Canceled check or routing and account numbers for direct deposit of refunds.
-
2023 Tax Returns
-
All 2024 tax documents, including W2, Social Security Statements, 1099 interest and dividend forms, brokerage statements, 1095A (Affordable Care Act statements),1099R retirement or pension payments, 1098T higher education payments, etc.
-
If you think you might itemize deductions, bring your mortgage interest statement, medical expenses, charitable expenses, etc