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Public Affairs : West Point Tax Center opening

West Point Tax Center slated to open Feb. 12 

By the Office of the Staff Judge Advocate
 
WEST POINT, N.Y. (Jan. 22, 2014) — The tax season has arrived once again and with the multitude of commercial options available, the West Point Office of the Staff Judge Advocate offers tax advice, preparation and filing at no cost for eligible clients.

The Tax Center is operated by staff and volunteers from the community. All preparers are trained by the Internal Revenue Service to prepare federal tax returns, and certified by the IRS for Basic, Intermediate, Advanced and Military Returns.

The staff has also received training from the New York State Department of Revenue. Additionally, the staff is ready and able to file state tax returns in all 50 states, and to assist taxpayers in determining the appropriate state to which they owe state income tax in light of various state and federal laws.

Taxpayers should wait to make an appointment until they have all their tax documents together. Taxpayers will need the following documents:

• W-2’s for all salary income earned;
• 1099-INT for all interest received on investments and bank accounts;
• 1099-DIV for dividends received on stocks;
• 1099-B for gains from the sale of stocks;
• A cancelled check with bank account number and routing number to enable direct deposit;
• Identification and social security cards for all individuals claimed on the return;
• Tax return from 2012.

Tax Graphic.jpg
The West Point Tax Center will open for business Feb. 12 with a staff of volunteer tax preparers ready to service clients this tax season.                                     Army graphic 

“Last year the Tax Center processed nearly 1,516 federal returns and over 1,160 state returns. With an expected increase in clients this year, any taxpayer intending to use the West Point Tax Center should gather the necessary documents and schedule an appointment as soon as possible.

All taxpayers should be wary of commercial services offering refund anticipation loans. These loans are simply high interest loans that significantly reduce a taxpayer’s tax refund. The West Point Tax Center is free of charge and available to cadets, active duty service members and their families, military retirees, and National Guard and reservists who served more than 30 consecutive days on active duty during the calendar year.

The Tax Center is scheduled to open Feb. 12 and operate until April 15. The Tax Center will see clients on an appointment basis Monday, Tuesday, Thursday and Friday from 9 a.m.-noon and 2-5 p.m. On Wednesday, the Tax Center will see clients on an appointment basis from 1-8 p.m To schedule an appointment, call (845) 938-5920 or email WPStaff_SJA_Tax@usma.edu.