Programs & Services

Financial and Legal Clinics

WISE & Healthy Aging is proud to partner with Legal Aid Foundation of Los Angeles and The Financial Planning Assocation of Los Angeles in offering legal and financial services to seniors.

 

Monday Morning Legal Clinics

In collaboration with the Santa Monica office of Legal Aid Foundation of Los Angeles, Monday morning legal clinics are held at WISE & Healthy Aging's main office at 1527 4th Street, 2nd Floor, in Santa Monica. Attorneys specializing in government benefits, housing law and family law rotate their time at the legal clinics.  For a schedule of special legal topics and/or to schedule an appointment, please call:  (310) 394-9871.

 

Financial Counseling

Seniors have an opportunity to meet wtih a volunteer certified Financial Planner from the nonprofit Financial Planning Association of Los Angeles regarding financial advise, financial planning, estate planning and other financial aspects due to life transition.  Appointments are generally on Wednesdays, and held at WISE & Healthy Aging's main office at 1527 4th Street, 2nd Floor, in Santa Monica.  For an appointment, please call (310) 394-9871.

 

AARP Tax-Aide Program  

A free, volunteer-run tax counseling and preparation service sponsored by AARP. These services are offered to all tax payers with middle and low income, with special assistance to those ages 60 and older. Volunteers assist in preparing Federal and State tax returns of low- and moderate-income seniors and disabled citizens. Volunteers participate in an extensive, IRS-approved training course, pass a qualifying exam, and become IRS-certified tax preparers.  For an appointment, please call (310) 394-9871.

To schedule an appointment between the first week in February and April 1 each year, please call the phone number listed below for the location most convenient for you.

Los Angeles Westside Tax Aide Locations and Phone Numbers:

Ken Edwards Center 1527 4th Street Santa Monica 90401 (310) 394-9871

Westchester Senior Center 8740 Lincoln Boulevard Los Angeles 90045 (310) 649-3317

Felicia Mahood Senior Center 11338 Santa Monica Blvd. Los Angeles 90025 (310) 479-4119

Culver City Veterans Auditorium 4095 Overland Ave. Culver City 90230 (310) 253-6700

Joslyn Senior Center 339 Sheldon St. El Segundo 90245 (310) 524-2705

Rogers Park Center 400 Beach Ave. Inglewood 90301 (310) 412-5504

Roxbury Recreation Center 471 S. Roxbury Dr. Beverly Hills 90212 (310) 550-4761

Claude Pepper Senior Citizen Center 1762 S. La Cienega Blvd. Los Angele 90035 (310) 559-9677

 

Homeowner's or Renter's Exemption Filing Assistance

The state budget for the 2008/2009 and 2009/2010 fiscal years does not include funding for the Homeowner and Renter Assistance Program (HRA). Since there is no funding for this program, we cannot process claims for these fiscal years.

On February 20, 2009, the Governor signed Senate Bill X3 8, which immediately suspends the Senior Citizen’s Property Tax Deferral Program. This legislation prohibits the filing for property tax postponement and prohibits the Controller for accepting claims filed after February 20, 2009. As a result of the program suspension, the Controller will no longer accept claims for property tax postponement pending modification or repeal of this new law.
(This section will be updated, should the situation change.)