MILBY AARP TaxAide Information

TaxAide will be at Mission Milby on

Tuesdays, 9:30AM - 5:30PM BY APPOINTMENT,

February 3 through April 14, 2026

LAST APPOINTMENT IS 4:30 PM

Call 713 454-6464 or come to Mission Milby, 2220 Broadway, Houston 77012 to:

SCHEDULE AN APPOINTMENT!  

Walk-ins accepted if space is available.

• Pick up information envelopes and intake forms from the receptionist at Mission Milby, 2220 Broadway, Houston 77012, and COMPLETE THE INTAKE FORM BEFORE YOUR APPOINTMENT.

• For your appointment, bring your envelope to the site. Include the following in your envelope:

• Completed Intake form
• Picture IDs (Driver’s License, passport, etc.) for primary taxpayer and spouse. Copies are OK.
• Social Security cards or ITIN forms for EVERYONE listed on the return
• All forms showing income sources. A list of “cash” income should be included if applicable
• Information on payments and eligibility for the Affordable Care Act (ACA – Obamacare) if you participated in this health insurance program at any time during the year. (Form 1095-A)
• Bank information for Direct Deposit of refunds or debit of payments if desired
• Any forms or letters you received from the IRS
• Prior year tax return, if available

• Clients should arrive 15 minutes before their appointment time.  A Client Facilitator will insure that the Intake Form is filled out and that all necessary paperwork is available before meeting with a Tax Counselor.

• Clients will meet with a Tax Counselor for the intake interview and preparation of the draft return.  Clients will be asked to wait until a second Counselor can perform a Quality Review.  After meeting with the second Counselor, clients will be asked to sign a copy of the return before it is e-filed with the IRS (at no cost).  Clients may be asked to stay until confirmation is received that the IRS has accepted the return.  A copy of the tax return is provided to the client.

9/5/26 - SCT