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January 31, 2011 in Business, City
Coordinator discusses AARP’s free tax preparation program
John Viveiros heads up the AARP Tax-Aide program in Spokane, which assists more than 5,000 people each year.
(Full-size photo)
Tax season begins in earnest Tuesday, and AARP will again offer free tax preparation at numerous Tax-Aide centers in the Inland Northwest. John Viveiros is the Spokane district coordinator for the program.
Q. What service is AARP providing?
A. We provide free tax preparation, mostly for seniors and low-income families. The completed forms are filed electronically.
Q. About how many do you help?
A. We see about 5,000 each year. The numbers were down a little last year, but the total refunds were higher. They’ve increased from $3.8 million in 2008 to $4.7 million in 2009 to $5.2 million last year. That $5.2 million going back into the community just has to have a multiplying factor.
Q. How many counselors do you have, and what sort of training do they get before they get started?
A. About 130 volunteers. I’m amazed at their preparation. Most do 20 to 40 hours of self-study before taking an 18-hour course, and absorbing a workbook, which may take another 18 hours. Then they take IRS tests that qualify them to prepare returns. It’s a significant amount of time before they even do a tax return.
Q. What are your qualifications?
A. I’m a geophysicist by training. After 16 years in the oil business, my wife and I moved to Spokane from Texas to raise our family.
I’m comfortable with math and computers, and I responded to an advertisement for tax preparers. That was 2002. Now, it’s old hat. I also keep the books for my church, St. Mark’s Lutheran.
Q. How many clients qualify for the Earned Income Tax Credit, which provides refunds for parents who have not filed in the past, or who did not earn enough income to pay any income tax?
A. About one-fourth of our clients received the credit, which last year generated one-third of total client refunds. … One single mother who had not filed received a credit for more than $10,000. Now she knows the income tax is something she need not fear.
Q. Who funds what you do?
A. AARP buys the equipment and software, arranges the donations of space where we meet clients, and covers our travel to the sites.
Q. What don’t you do?
A. We want to help everybody that comes through the door. We cannot help businesses unless they are single-provider, have no inventory, and report less than $10,000 in expenses. We may be able to help (stock) day-traders, but we try to put them off to hours when we are not so busy. It can take 30 minutes just to input their trades.
Q. What kind of relationship do you have with the IRS?
A. The IRS counseling center is off the lobby of the Thomas S. Foley Federal Courthouse, and our Tax-Aide center is on the Fourth Floor. If we have a question, we can get an answer quickly. And they can refer some clients to us for help. It’s a two-way street.
Q. What do the returns you see tell you about the state of the local economy?
A. We get a real good overview. For example, in the 2008 tax year, we had maybe five returns that included unemployment benefits. For 2009, we were doing one or two a day for clients who had collected unemployment.
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DickAdams on January 31 at 8:22 a.m.
Another free lunch. AARP is nothing more than an insurance company and the free tax preparation I`ll wager depends on a annual overpriced fee. The lobbyists AARP hires costs a small fortune and in part they look out after the insurance companies.
horse_feathers on January 31 at 9:14 a.m.
AARP claims to be non-partisan but they lobbied for the Obamacare.
flutieflakes on January 31 at 10:10 a.m.
The lobbyists aren’t preparing people’s taxes. Volunteers are.
zelda on January 31 at 1:43 p.m.
This is an excellent program which I support whole-heartedly. The volunteers truly are helping people. The number of people who don’t realize that they qualify for the earned-income tax credit is quite large.
Having non-profit volunteers help people prepare and file their taxes also keeps them out of the clutches of the commercial tax services which use the opportunity to sucker them in to early refund schemes and other predatory loans.
jddavis on January 31 at 1:57 p.m.
Totally agree with Zelda! The volunteers who perform this service are trained and tested in preparing income tax returns. Many of them have years of experience and TONS of knowledge.
If you have a problem with AARP, then by all means don’t use this free service. Whatever you do, stay away from the instant refund schemes as they are high-interest/high-fee short term loans.
ChefGus/ John Olsen on January 31 at 5:01 p.m.
AARP has a plethora of active volunteers in our community that make a huge difference… House of Charity, Second Harvest and on and on are “staffed” with tireless volunteers…. and they are coordinated and effective Because of fine men and women like Mr Viveros …. this is a fine service…. and the “Complainers” on this blog would do well to get up off their high horse and come on down and help serve the needy and neglected in our midst… give it a Rest…. john