Villages Tax-Aide

Serving The Villages, Fruitland Park, Lady Lake, Wildwood and Sumter County

Appointments are now available. Please read through the information available below and click on the red Appointment button at the bottom of the page.

Documents You Will Need for your tax appointment

​Click  buttons to open and download

Please schedule only one appointment, as duplicates will be canceled. We are happy to answer questions; you don't need an appointment to ask a question.

Please download, print and complete the Intake and Interview Form and bring to your appointment. To retrieve the form click the button at the top of the page.
Plan to arrive 15 minutes before your appointment time. Please have all documents out of their envelopes but make sure to bring everything you think you need. This will make check-in go more smoothly.

Be sure to bring a government issued photo ID (Driver's License) and Social Security card (or 1099SSA) for each person on the return. A list of things to bring can be found by clicking the button above that says Documents you may need and will be listed on your confirmation email.

If you have taxable brokerage accounts, please make an appointment after March 1st to allow time to receive all your documents. Please bring all related documents, including cost basis information. If you are missing documents when you arrive for your appointment, we will not be able to complete your return until all documents are received.

Please check the out of scope information on our website (Services tab above) to ensure we can prepare your return. We cannot prepare any State tax returns. 

Walk-ins will be accommodated if staffing permits at the discretion of the Site Coordinator. Walk-ins will be offered an available appointment at a future date/time whenever possible to prevent long waits.

See list below for appointment type you may need. Please keep in mind that appointment times do not take into account the time it will take to have a thorough Quality Review done of your return.

Express Lane Return - 30 minutes: New this year at Colony Cottage is an option to schedule an appointment for an Express Lane Return. This would include a standard deduction (no Itemized), no more than 6 reportable tax items, and no brokerage statements. The Express Lane Return appointments will allow us to expedite your tax return completion and shorten both your appointment and wait time.

Standard Return - 45 minutes: The typical tax return including one or two brokerage statements and/or itemized deductions.

Complex Return: If you believe you have a complex return that will take longer than the allotted 45 minute appointment we now have 90 minute appointments available only at Colony.

If you believe you need to make one of these appointments, please email and include reasons you think you may need an extended appointment.

Amended Return - 45 minutes: Available at Colony after March 1, 2018 Tuesday, Wednesday, and Thursday mornings.

If you would like to have a return (2014-2016) amended, please email and include which year you need an amendment for and a brief description.

Appointments can be made in person at the following locations on the following dates and times:
    Colony Cottage Rec Center - January 15 & 16, 2018  from 9 am to 1 pm
​     La Hacienda Rec Center - January 16 & 17, 2018 from 9 am to 1 pm

Tax Season Sites

Colony Cottage Regional Recreation Center
Open Feb. 1, 2018

510 Colony Blvd.

 The Villages, FL 32162

Mon, Tues, Wed., Thurs, Fri 8:30am-3:00pm; 

Sat 8:30am-noon

Lady Lake Library

Open Feb. 6, 2018

225 W. Guava St.

Lady Lake, FL 32159

Tues, Thurs 9:00am-3:00pm

Paradise Regional Recreation Center

Open Feb. 5, 2018 
1403 Paradise Dr
The Villages, FL 32159
Mon 8:30am3:00pm

Mulberry Grove Regional Recreation Center

Open Feb. 5, 2018 
8445 SE 165th MulberryLane  

The Villages, FL 32162
Mon 8:15am-2:00pm,

La Hacienda Regional Recreation Center

Open Feb. 6, 2018 
1200 Avenida Central
The Villages, FL 32159
Tues 8:00am-3:00pm

Fruitland Park Public Library
Open Feb. 8, 2018 

205 W Berckman ST

Fruitland Park, FL 34731

Thurs 9:00am-3:00pm

Panasoffkee Community Library
Open Feb. 7, 2018 

1500 County Road 459

Lake Panasoffskee, FL 33538

Weds 10:30am-3:00pm New! Now accepting Appointments!

Villages Public Library At Pinellas Plaza

Open Feb. 5, 2018 

7375 Powell Rd Conference Room 102

Wildwood, FL 34785

Mon 9:00am-3:30pm