To: Board of Supervisors
Department or Agency Name(s): Board of Supervisors
Staff Name and Phone Number: Supervisor Chris Coursey 707-565-2241
Vote Requirement: Majority
Supervisorial District(s): Third District
Title:
Title
Fee Waiver - AARP Tax Aide Program
End
Recommended Action:
Recommended action
Approve a Fee Waiver of $3,743.00 for the AARP Tax-Aide Program at the Santa Rosa Veterans Building from February 1, 2027 through April 26, 2027. (Third District)
end
Executive Summary:
The AARP Foundation Tax-Aide program provides tax assistance to anyone, free of charge, with a focus on taxpayers over 50 and who have low to moderate income. A fee waiver is recommended for services to be held in the Santa Rosa Veterans Building from February through April 2027.
Discussion:
The AARP Foundation Tax-Aide program provides tax assistance to anyone, free of charge, with a focus on taxpayers over 50 and who have low to moderate income. Last tax season in Sonoma County AARP had 83 active volunteers who prepared over 3,100 returns and assisted several hundred taxpayers by answering questions, reviewing paperwork, and helping them with letters from the Franchise Tax Board and IRS. The AARP Foundation Tax-Aide program receives no tax funding. The program can only operate in locations where there is no facility charge.
Strategic Plan:
N/A
Racial Equity:
Was this item identified as an opportunity to apply the Racial Equity Toolkit?
No
Prior Board Actions:
12-06-2016, 12-12-2017, 12-04-2018, 01-14-2020, 03-02-2021, 03-01-2022, 02-28-2023, 01-23-2024, 12-10-2024, 12-09-2025
Fiscal Summary
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Expenditures |
FY26-27 Adopted |
FY27-28 Projected |
FY28-29 Projected |
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Budgeted Expenses |
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Additional Appropriation Requested |
$3,743 |
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Total Expenditures |
$3,743 |
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Funding Sources |
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General Fund/WA GF |
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State/Federal |
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Fees/Other |
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Use of Fund Balance |
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General Fund Contingencies |
$3,743 |
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Total Sources |
$3,743 |
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Narrative Explanation of Fiscal Impacts:
$3,743 in General Fund Contingencies is requested for this fee waiver.
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Staffing Impacts: |
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Position Title (Payroll Classification) |
Monthly Salary Range (A-I Step) |
Additions (Number) |
Deletions (Number) |
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Narrative Explanation of Staffing Impacts (If Required):
N/A
Attachments:
AARP Application Packet
Related Items “On File” with the Clerk of the Board:
None