With tax time upon us, everyone has many questions regarding the new tax forms and the laws pertaining to seniors. I felt that it was time I told everyone about the "hidden secret" in the Villages...
Senior Resource Services.
This organization was formed in August, 2002 and is a group of Villager volunteers with various business and professional backgrounds. These volunteers are bankers, attorneys, CPA's, Enrolled Agents, and insurance brokers. The
goal is to provide information and education on financial matters to all Villagers - not just low-income Villagers. They
do not provide extensive free professional work.
Examples of services provided:
- FREE preparation of individual income tax returns.
- FREE public notary service
- Review property and liability insurance policies
- Transfer real estate tax base from prior personal residence.
- Senior property tax parcel exemptions such Clean Creeks
- Special low income programs such as PG&E and AT&T rates
In 2011 the SRS volunteers handled a little over 1300 Villager requests. They distributed attorney lists, tax preparer lists, and information on government programs. They hosted Evergreen School District to come and process Measure T property parcel tax exemptions.
Have a question or want to meet with a SRS volunteer, call 408.239.5253. The office is open 10 to Noon on Monday, Wednesdays, and Fridays with the phone monitored every day including weekends. They are located in Cribari Center across from the Post Office.