Wednesday Apr 07 2010
Tax program helps residents file on time
By: Martha Garcia, Loomis News Editor
With April 15 near, tax preparers are ready to help
While some people dread income tax, and the fast-approaching filing deadline of April 15, Bob Eggerts isn’t one of them. Eggerts, an AARP Tax-Aide volunteer tax preparer, said he retired in 2007 and enjoys his new “job.” When he sold his Bay Area distribution business in the Bay Area, Eggerts said, he was “lucky” and in the “right place at the right time.” Now, he feels fortunate to be able to give back. “You meet a lot of interesting people. They’re so grateful for getting help,” he said. He thinks that’s because people feel comfortable sitting in a room with those in their own age, part of their peer group. The state and federal income tax preparation Eggert and the dozens of other AARP volunteers offer through the Tax-Aide program, co-sponsored by the Internal Revenue Service, is free of charge. “It’s been a very busy year,” Eggerts said. “I think it’s due to the economy. People are looking for places to get their taxes done without spending too much money.” Volunteers make an effort to do taxes for people 50 and over, “but we don’t turn anyone away if they qualify,” Eggerts said. Those who don’t qualify include people with income from states other than California, those with farm income, and those who have gone through foreclosures in 2009 or own rental properties or any anything that involves depreciation. According to Eggerts, nearly 50 counselors have been preparing tax returns at eight locations in Placer County since the beginning of February. Approximately 300 returns have been completed at the Loomis Library site, where two volunteers, Jim Chimera and Susan Davis, have each helped 100 individuals. Nancy Fanning said she has used the service for five years, and finds it very convenient, especially since she works in the Loomis Library. “They’re very thorough and personable,” Fanning said of the volunteers. Since electronic filing is offered, the service is fast, too. “I got my refund in about a week,” she said. Eggerts, who is the coordinator for the Loomis and Rocklin sites, said appointments at almost every Tax-Aide location in the county are almost completely booked up. About two-dozen slots are open in Loomis on Tuesday and Wednesday, April 13 and 14, he said. Those needing an appointment should call 652-5840 and leave their name and a callback number. Last-minute filers can also contact professional tax preparers. In Loomis, firms are accepting appointments until April 15 for those wishing to file an extension. Inquiries about availability of tax-preparation appointments can also be made. Contact Rose & Rose Income Tax Preparation at 652-9254; Sabrina Higby at 652-6384; Gloria Riley of Milagro Tax Service at 652-7964; or Richard Riley, CPA, at 652-7388.