Financial Services

AARP Foundation Tax Help

AARP Foundation Tax-Aide provides in-person and virtual tax assistance to anyone, free of charge, with a focus on taxpayers who are over 50 and have low to moderate income. Tax-Aide volunteers are located nationwide, and are trained and IRS-certified every year to make sure they know about and understand the latest changes and additions to the tax code. 

**WE APOLOGIZE FOR THE INCONVENIENCE, THE VOLUNTEERS ARE NOT BE AVAILABLE FOR TAX SEASON ON SITE AT THE SENIOR CENTER FOR THE FORESEEABLE FUTURE. However, you can receive Tax-Aide assistance online or there are volunteers available at locations in Medford, Ashland, and White City. Check the link below.

Learn more about the AARP Foundation Tax-Aide program here.

IRS Volunteer Income Tax Assistance (VITA) program is available to taxpayers who generally make $58,000 or less, persons with disabilities, and taxpayers who speak limited English. The IRS also offers a free Tax Counseling for the Elderly (TCE) program. For more information about these programs, please click here. Unfortunately, there are no volunteers for these programs in Klamath Falls and the closest volunteers are in Yreka, CA or Medford, OR. For locations, please click here.

Senior Health Insurance Benefits Assistance

SHIBA uses certified volunteer counselors to help people with Medicare make informed health insurance decisions. Our program saves Medicare beneficiaries money by making sure they receive all possible benefits. SHIBA is funded by a federal grant from the Centers for Medicare & Medicaid Services. Free services are available to people with Medicare, their family members, caregivers, and advocates.

Call our front desk at 541-883-7171 to schedule an appointment with a SHIBA certified volunteer counselor at the Klamath Basin Senior Center today!

Learn more about the SHIBA program here.