Legislation Details

File #: 2023-0067   
Type: Consent Calendar Item Status: Passed
File created: 1/10/2023 In control: Board of Supervisors District 5
On agenda: 2/28/2023 Final action: 2/28/2023
Title: Fee Waiver - AARP Tax Aide Program
Department or Agency Name(s): Board of Supervisors
Attachments: 1. Summary Report, 2. AARP Application Packet

To: Board of Supervisors

Department or Agency Name(s): Board of Supervisors

Staff Name and Phone Number: Supervisor Lynda Hopkins 707-565-2241

Vote Requirement: Majority

Supervisorial District(s): Fifth

 

Title:

Title

Fee Waiver - AARP Tax Aide Program

End

 

Recommended Action:

Recommended action

Approve Board Sponsorship of $5,365 to the Sebastopol Center for the Arts for the AARP Tax-Aide Program at the Sebastopol Veteran’s Memorial Building from January 31, 2023 through April 11, 2023. (Fifth District)

end

 

Executive Summary:

The AARP Foundation Tax-Aide program conduct no cost tax preparation assistance for low-income individuals and families, with special attention to those ages 50 or older. Last tax season, AARP prepared tax returns for 1,546 taxpayers in Sonoma County (181 people at the Sebastopol Veterans Memorial Building) and assisted another 175 taxpayers by answering questions, reviewing paperwork and helping them with letters from the Franchise Tax Board and IRS. The average annual income of those helped was $41,678 and 84% were over 60 years old. AARP plans to offer in person tax preparation in 2023 providing a low contact program by appointment only so there will be a minimal number of people in the waiting area. AARP volunteers will always wear masks in the building. Covid-19 vaccines and boosters are recommended for all AARP Volunteers. The AARP Foundation Tax-Aide program receives no tax funding, and we can only operate in locations where there is no facility charge.

 

Discussion:

None

 

Prior Board Actions:

12-06-2016, 12-12-2017, 12-04-2018, 01-14-2020, 03-02-2021, and 03-01-2022

 

Fiscal Summary

 Expenditures

FY 22-23 Adopted

FY23-24 Projected

FY 24-25 Projected

Budgeted Expenses

 

 

 

Additional Appropriation Requested

$5,925

 

 

Total Expenditures

$5,925

 

 

Funding Sources

 

 

 

General Fund/WA GF

 

 

 

State/Federal

 

 

 

Fees/Other

 

 

 

Use of Fund Balance

 

 

 

Contingencies

$5,925

 

 

Total Sources

$5,925

 

 

 

Narrative Explanation of Fiscal Impacts:

None

 

Narrative Explanation of Staffing Impacts (If Required):

None

 

Attachments:

AARP Application Packet

 

Related Items “On File” with the Clerk of the Board:

None