Listings for Financial / Taxes
Financial
Finances impact every part of our lives. As we age, finances can be strained by a fixed income, familial obligations, changes in the economy, and more. Resources, both public and private, in the community can help you to navigate your personal financial situations.
Taxes
Multiple organizations in town can help you to complete your taxes, answer questions regarding your taxes, and/or assist with the IRS. Many programs have multiple locations and varying times.
See the glossary for descriptions of all categories
Administration of Resources and Choices (ARC)
Home Owner Assistance Fund, Home Buyer Program and Reverse Mortgage
1625 N. Alvernon, Ste 101
Tucson, AZ 85712
(520) 623-9383
Fax: (520) 623-9577Email: info@arc-az.org
description
The Homeowner Assistance Fund (HAF):
Helps eligible individuals and families who have experienced financial difficulties from COVID-19 (since January 2020) pay mortgage delinquencies and balances due, past due utilities, unpaid homeowners’ insurance, and taxes.
Home Buyer Programs:
Affordable lending now makes it possible for more individuals and families to consider homeownership than ever. ARC’s certified Housing Counseling professionals use a Home Buyer Readiness Survey to create individual plans that can help you achieve successful homeownership.
You can expect to receive the following benefits upon completion of ARC’s “Home Buying and Pre-Purchase Services” program:
Education and Counseling
Eligibility Review for Down Payment Assistance
Home Purchase Budget Preparation
Credit Score Review and Credit Counseling
Home Buyer Education Class Certification
Evaluation of Various Lending Programs
Mortgage Readiness Review
How much home is right for you?
Know your borrowing potential
Review lender opportunities
Reverse Mortgage Counseling:
Let ARC’s professional counselors help you determine if a Reverse Mortgage is right for you. The initial consultation is free. You must be 62 years or older to apply.
A Reverse Mortgage Can…
Create a tax-free income stream for life
Provide security to age in place
Eliminate loan payments during your lifetime
Call us for an appointment: (520) 301-5126
business hours
Monday - Thursday 9am-5pm; Friday 9am-4pm
costs
Frees for credit reports and reverse mortgage program, Please call for details.
Catholic Community Services - Pio Decimo Center
Tax Services
140 W. Speedway Blvd., Ste 230
Tucson, AZ 85705
(520) 622-2801
Fax: (520) 388-9172Email: annab@ccs-soaz.org
description
Catholic Community Services - Pio Decimo Center provides volunteer income tax assistance to low-income older adults. Pio Decimo is a HUD-approved housing counseling agency that offers mortgage counseling, including pre-purchase and default resolution. We also offer Services for older refugees through the SORP program, which supports obtaining citizenship for refugees 65 and older.
service area
Tucson
business hours
M - F 8:00 AM - 5:00 PM
Interfaith Community Services
Volunteer Income Tax Assistance (VITA)
2820 W. Ina Rd.
Tucson, AZ 85741
(520) 297-6049
http://unitedwaytucson.org/VITAdescription
Through the United Way of Tucson, ICS provides free tax preparation for individuals and families with low to moderate incomes. In addition to this free tax preparation assistance, participants receive help to determine their eligibility for the Earned Income Tax Credit and ensure they get the full tax refund for which they qualify. • VITA is currently being offered by appointment only on Wednesday evenings and Saturdays. For more information on hours and locations, please visit the United Ways website.
service area
Tucson
business hours
M - F 8:00 AM - 4:00 PM
Lupita Shestko-Montiel
description
Lupita Shestko-Montiel is an Arizona Certified Legal Document Preparer (CLDP), Registered Tax Return Preparer (RTRP), and bail agent. She also provides services for divorces, wills, probate, child support modifications, durable power of attorneys, medical power of attorneys, change of names, and provides Medicare Advantage.
service area
Tucson
business hours
M - F 9:00 - 5:00
Pima Council on Aging (PCOA)
Property Tax Credit (PTC140) for Low-Income Adults 65+
8467 E. Broadway Blvd.
Tucson, AZ 85710
(520) 790-7262
Email: help@pcoa.orgdescription
PCOA assists older adults who own their home or rent to complete the PTC 140 property tax credit forms. The Property Tax Credit (PTC 140) is for individuals 65 or older with a limited income or individuals 60 and older who receive SSI". Forms must be submitted to the Arizona Department of Revenue by the federal tax deadline. Call for an appointment during the tax season.
business hours
M - F 8:30 AM - 5:00 PM
costs
No Cost
Pima County Assessor's Office
Exemptions/Senior Prop. 104 Valuation Freeze
240 N. Stone Ave. 1st Fl.
Tucson, AZ 85701
(520) 724-8630
http://www.asr.pima.gov/description
The Pima County Assessor's Office identifies all property subject to taxation, determines the ownership of property and property value, and processes property tax exemptions and property tax freezes.
business hours
M - F 8:00 A.M. - 5:00 PM
Taxpayer Advocate Service (TAS)
4041 N. Central Ave. MS-1005
Phoenix, AZ 85012
(602) 636-9500
Fax: (855) 829-5330description
The Taxpayer Advocate Service (TAS) is an independent organization within the IRS. We’re here to ensure that every taxpayer is treated fairly and that you know and understand your rights. Our advocates can help if you have tax problems that you can’t resolve on your own.
business hours
M - F 8:00 AM - 5:00 PM
Volunteer Income Tax Assistance (VITA)
United Way of Tucson and Southern Arizona
330 N. Commerce Park Loop., Ste. 200
Tucson, AZ 85745
(520) 333-5810
Email: vita@unitedwaytucson.orgdescription
The United Way of Tucson and Southern Arizona provides a VITA program that assists low-income older adults in preparing their taxes. Available options include in-person appointments, drop-off appointments, and fully online services. Visit the website or call (520) 333-5810 for more information.
business hours
M - F 8:00 AM - 5:00 PM