*If you need further help finding a resource, please call the PCOA Helpline at 520-790-7262*
PCOA assumes no responsibility by providing this information. This list is a community service and not an endorsement of any organization listed. We update information annually, however information could change over the course of a year. Please verify directly with the resource.
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
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://asr.pima.govdescription
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
520-903-9000
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.
service area
Tucson
business hours
M - F 8:00 AM - 5:00 PM