COMMUNITY TAX SUPPORT
Free Simple Tax Preparation for Qualifying Seniors
The Ceaser Senior Tax Assistance Program offers trusted, professional tax preparation at no cost for qualifying seniors with simple returns — in person or virtually.
Eligibility is reviewed for every application. Space is limited and appointments are granted to qualifying applicants.
Who May Qualify?
Seniors
Applicants who meet the age requirement stated in the Senior Program Policy.
Simple Returns
Individuals whose tax situation qualifies as a simple return under program guidelines.
Completed Application
Applicants who submit the Senior Program application and receive approval.
What Is a Simple Return?
A simple return generally includes common income sources such as Social Security, pensions, and basic retirement distributions, with standard deductions. Simple returns that qualify are prepared free of charge.
What About Complex Returns?
Returns involving business income, rental properties, itemized deductions, or other advanced items may fall outside the free program. If your return is complex, our team will explain your options before any work begins.
How to Apply
01
Review the Policy
Read the Senior Program Policy to confirm eligibility.
02
Submit Application
Complete the Senior Program application form.
03
Eligibility Review
Our team reviews your application and contacts you.
04
Your Appointment
If approved, attend your in-person or virtual appointment.
Documents Checklist
- Government-issued photo ID
- Social Security card(s)
- Form SSA-1099 (Social Security benefits)
- Forms 1099-R (pensions, IRAs, retirement)
- Forms W-2 or 1099 for any other income
- Prior year tax return
- Bank account information for direct deposit
Important Program Information
- Submitting an application does not guarantee acceptance.
- Appointments are limited and subject to availability.
- Eligibility is determined under the Senior Program Policy.
Frequently Asked Questions
Is the program really free?
Yes. Simple returns for approved, qualifying seniors are prepared at no cost.
What if my return is complex?
Our team will let you know if your return falls outside the program and explain your options.
Can I complete everything virtually?
Yes. Virtual tax preparation is available for qualifying seniors.