Hudson Valley CA$H Coalition - Free Tax Preparation

Cash header M Frey picture of volunteers


We will prepare your tax return following the IRS and Tax-Aide requirements for IN-PERSON SERVICE.

Free Tax Preparation Guidelines

Drop-Off Service will not be offered at any location.
Filers must remain at the tax site for the duration of their appointment.  

The CA$H Coalition depends on the support of our community partners for program assistance, but the heavy lifting of tax preparation is done by our amazing team of volunteers from the AARP Foundation Tax-Aide program. Since 1968 AARP Foundation Tax-Aide program has helped over 50 million low-to-moderate income taxpayers. As an intricate part of the Coalition Tax-Aide takes the lead in training volunteers and managing over 30 tax preparation sites in Dutchess, Orange, and Putnam Counties.


Service is provided by appointment only.  

Appointments are made by calling United Way Help Line 211 or 1-800-899-1479Appointments can be made starting 1/17/2024 from 9 am to 4:00 pm Monday through Friday.  If you do experience a wait time, we encourage you to use the option of leaving your name and phone number for a callback. 

Please be patient. Early call volume is very high. We will strive to call you back within 24 hours. Please answer your phone when you are called. Note: the caller ID may be that of one of our volunteers as opposed to the United Way 2-1-1 call center.  

  • Each filer is required to obtain a Pre-Appointment packet, complete the packet prior to their scheduled appointment and come to the appointment with all required tax documents.
  • Pre-Appointment Packets have a complete listing of documents you are required to bring to your appointment. All documents must be printed.
  • IRS-certified Tax-Aide volunteers will review your tax documents and complete a short interview using the required IRS intake form. After the interview is complete, the volunteer will input tax information using the software provided by the IRS.  
  • Your tax return will be quality reviewed by another IRS Certified Tax Counselor.  Once the return is completed, the Tax Counselor will review the entire return with you and obtain your permission to e-file the return.  Filers are required to remain at the tax site location during the preparation process. 
  • Please note valuable information you received in your appointment confirmation email regarding additional forms you may need for your appointment.


Printed packets are available at the tax site you are scheduled at during preparation hours.  Or at central locations in the region. If you have difficulties getting to the site for packet pick-up, contact 845-475-7500.

Pre-Appointment Packet is available for download. 

Formularios de admisión federales y estatales requeridos para los contribuyentes de habla hispana. Descargar, imprimir y completar antes de su cita.


Central Locations for Pre-Appointment Packets (During normal hours of operation unless noted otherwise.)


Dutchess County

Orange County

Putnam County

Adriance Library

Circulation Desk

Mulberry House

Monday – Saturday: 9am – 1pm

Kent Library

Boardman Road Library

Circulation Desk

Newburgh Library

Patterson Library

Howland Library

Chester Library

Brewster Library

Pleasant Valley Library


Red Hook Library


East Fishkill Town Hall


Dover Library


Fishkill Recreation Center



Download any additional forms you may need to process your return.  The below are not included in the pre-appointment packet.


If you Operate a For Hire Business--Uber/Lift/DoorDash download and print this packet for instructions on how to prepare for your appointment. All documentation must be printed, we cannot take any tax information over the phone.


IRS does not allow Tax-Aide to complete returns that are Out of Scope

We will not be able to complete your tax return if:

  • You were a resident of another state anytime in 2023*.
  • You had rental income (including Airbnb) in 2023*.
  • Declared bankruptcy in 2023*.
    • *Or for any year you are filing for
  • Out-of-state Income – Exception CT, Penn, NJ.
  • Own your own business - with business loss, expenses greater than $35,000, or inventory.

This is not the entire list. You are responsible for reviewing all eligibility information outlined here.


Out of Scope 2024


If you would like to explore alternative options to complete your tax return on your own check out: