TAX SERVICES 2023 (Tax Preparation for Tax Year 2022)

This year's tax preparation is limited.  An Army-wide decision was made on 5 October 2022 to stop providing tax preparation services for all but the dependents of Surviving Families. Moving forward, Soldiers, families, and retirees can find tax preparation assistance through Military One Source (MilTax) or through the Internal Revenue Service. 


TAX SERVICES 2022 (Tax Preparation for Tax Year 2021)

Eligible clients for this season.  Tax preparation for tax year 2021 will only be provided to Active Duty Servicemembers assigned or attached to APG in the grades of O3 and below and their dependent spouses.  Tax returns for tax year 2021 will take precedence over prior year returns.

About our services.  Tax preparation will be provided by appointment only on a Drop-Off basis – tax returns are not prepared while you wait.  No face-to-face tax preparation will be available. 

Tax preparation services will require a two-appointment process:  first appointment – document review and drop off; second appointment – review of tax return(s) and signing.  During the first visit, the CSD tax advisor will perform a review of your individual tax documents to determine eligibility for tax preparation at a later date.  Eligible requests will be chronologically placed in queue and prepared in the order in which they have been accepted.

You should expect a delay in processing times of several weeks due to additional communications and administrative requirements under this process.  We ask for your patience and cooperation.  Repeated status inquiries slow processing times.  If your financial situation demands an expedited return of your tax refund, you should consider an off-post tax preparation agency to accommodate your needs. 

Obtaining tax preparation services.  You must call 410-278-1583 beginning February 7, 2022 to schedule an appointment for the initial “document review and drop off” appointment.

Be prepared prior to your arrival.  Prior to calling and scheduling your “review and drop off” appointment, you must first review and complete the below listed documents required by the IRS and CSD (these questionnaires are extremely helpful in gathering all documentation necessary to file an accurate return and are required to receive our tax services):

#1.  Determination for Eligibility of APG Income Tax Services. This document is to be reviewed prior to calling our office for tax services.  Answering “Yes” to any of the tax related questions may place your tax return outside our scope of service and we may not be able to assist you.

#2.  APG Client Agreement and Supplemental Questionnaire.  Review, complete, sign and date this form next if you are of qualifying military status and answered “No” to all of the tax related questions presented on the above “Determination for Eligibility…” document.  If you need assistance with preparation of your state return, you must also complete the State Income Tax Information section.

#3.  IRS Form 13614-C Intake/Interview & Quality Review.  ​​​​​This form is required by the IRS and must be completed to receive federal tax preparation.

#4.  Required Documents & Instructions.  This form provides detailed instructions and a list of required and necessary documents to be gathered to ensure your personal income tax packet is complete and in an acceptable format prior to arriving for your scheduled “drop off” appointment. 

Recovery Rebate Credits (RRC) – What you need to know.  Your tax request will not be accepted for preparation unless the Recovery Rebate information has been provided at the time of your scheduled “drop off” appointment.  This information is subject to IRS Special Processing – if the amounts you provide to us do not match the amounts from IRS letters 6419 and 6475, the IRS will delay the processing of your return.  If these credits apply to you and you did not receive an IRS letter - access the portals below to obtain the information:

  • Letter 6419, 2021 Advance Child Tax Credit.  Eligible taxpayers who received advance Child Tax Credit payments should file a 2021 tax return to receive the second half of the credit. Eligible taxpayers who did not receive advance Child Tax Credit payments can claim the full credit by filing a tax return.
    • You can check the amount of the advance CTC payments you received by clicking on CTC Update Portal (available on
  • Letter 6475, Third Economic Impact Payment.  Most eligible taxpayers already received their stimulus payments.  Taxpayers who are eligible for RRC must file a 2021 tax return to claim their remaining stimulus amount.

Military Spouses & MSRRA.  A signed Disclaimer is required to receive state tax preparation when electing MSRRA.

·         2018 SCRA Amendments – Information Paper (MSRRA)

·         Military Spouses Residency Disclaimer (2018 Amd)

New Changes to Earned Income Tax Credit

            EITC Awareness Day: Important changes mean more people qualify for credit that helps millions of Americans

New Filing Deadlines:

·         Federal:  April 18, 2022

·         Maryland:  July 15, 2022

Alternate Resources to file your return

·         Military One Source

·         Free File: Do your Federal Taxes for Free | Internal Revenue Service ( $73,000 or less

·         Low Income Tax Clinic

·         VITA Locator Tool from IRS Website or Call 800-906-9887

·         Please click here for free Maryland state tax preparation and information

Off Season.  Seasonal tax services are provided between February and April of each year.  During the off-season, the Client Services Division tax advisors will continue to provide various tax assistance and the preparation of eligible tax returns.  This includes year-round tax preparation assistance to Service Members returning from combat zones or contingency operations and amendments to returns previously prepared by CSD tax advisors. 

CSD Location:  6488 Rodman Road, Building 4305 (ID card bldg.), 3rd Floor, Room 327

Phone:  410-278-1583

Closed for federal holidays and inclement weather