Tax and Medicare Consulting

One-on-one assistance completing tax returns and insurance forms, and counseling on Medicare and medical insurance issues.

Check the Surrey Activity Calendar for when these programs are available at a Surrey location.

Tax Assistance:
AARP Tax Aide
for Tapayers with Low to Moderate Income

One on one appointments available with a trained, IRS certified volunteer for help with state and federal tax returns.

Membership in AARP is not required.  This is a free service but donations are appreciated. 

Call 610-647-6404 for an appointment at a Surrey location or for more information.

 

Medicare and Insurance Questions:
Apprise Health Insurance Counseling Program

APPRISE is a free health insurance counseling program for persons on Medicare, Medicare Supplement Insurance, Medicare HMO's, Medicare Assistance and Long Term care insurance.

Apprise provides free help with health insurance problems or questions. This includes an introduction to Medicare for those turning 65. Call to set up a one on one appointments with a trained Apprise Counselor visiting Surrey.

Chester County Residents: 610-647-6404.

Delaware County Residents: 484-494-3769