Villages Tax-Aide

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

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 15th 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. Due to tax changes in the Affordable Care Act that affect those with an Adjusted Gross Income over $200,000 (single)/$250,000 (married filing jointly), preparation of those returns is no longer within our scope. We cannot prepare any State tax returns.

Appointments for amended returns (prior years 2014-2016) are available.

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.


Complex Returns: If you believe you have a complex return that will take longer than the allotted 45 minute appointment we would appreciate it if you would make an appointment at Colony Cottage using the Complex Return option.

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


Appointments are no longer available, please check back the end of December for information about making an appointment for Tax Year 2017


All locations are now closed until next year. See Home page for info.


Tax Season Sites



Colony Cottage Regional Recreation Center
Open Feb 

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 

225 W. Guava St.

Lady Lake, FL 32159

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


Paradise Regional Recreation Center

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


Mulberry Grove Regional Recreation Center

Open Feb 
8445 SE 165th MulberryLane  

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



La Hacienda Regional Recreation Center

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



Fruitland Park Public Library
Open Feb 

205 W Berckman ST

Fruitland Park, FL 34731

Thurs 9:00am-3:00pm


Panasoffkee Community Library
Open Feb 

1500 County Road 459

Lake Panasoffskee, FL 33538

Weds 10:30am-3:00pm No appointment, walk ins only


Villages Public Library At Pinellas Plaza

Open Feb 

7375 Powell Rd Conference Room 102

Wildwood, FL 34785

Mon 9:00am-3:30pm