In-Person VITA Services
In-person appointments are available for full-service tax assistance for federal and state returns, including Homestead only returns. To prevent overcrowding and maintain privacy, clients may be asked to wait in a separate room while their taxes are prepared.
This service is for clients who:
- Prefer to have everything completed while they wait
- Need extra assistance throughout the preparation and filing process
- Have an annual income of $66,000 or less
- Do not have access to a smartphone, tablet or computer to complete the virtual option
- Are not comfortable with the virtual process or filing their own taxes.
Preparation and filing available for 2019 through current tax year.
We cannot file returns with the following items due to it being out of scope for the VITA program:
- Married Filing Separate returns (filing separately from your spouse)
- Returns with landlord/rental income
- Returns with buying or selling of cyber currency
- Business returns (with employees, use of home as an office, inventory/stock). We can prepare simple self-employment returns.
- State returns other than Wisconsin and non-resident Illinois returns
Drop-off option available
Perfect for clients who:
- Are filing more than just the current tax year
- Have limited time to sit for a full-service appointment
- Are ok waiting up to a week for the return to be complete
Drop-off appointment required to ensure we have time to complete your intake paperwork and interview.
Virtual VITA Services
Virtual VITA utilizes GetYourRefund to collect and securely store taxpayer information and documents. Taxpayers will create an account and answer a series of questions. The information will be reviewed, and the taxpayer will be contacted by a member of our local virtual VITA team to review the information before the volunteer prepares the tax return. The process can take up to a week to complete once we receive all the necessary documents.
- 100% virtual for your convenience
- Safe and secure platform to send personal information and tax documents to your tax team
- Returns prepared by our local team of certified VITA volunteers
- Easy to submit from a smart phone, tablet or computer
- For taxpayers with an income of $66,000 or less
- VITA cannot prepare returns that are Married Filing Separate or contain rental or farm income
- Our program only prepares state returns for Wisconsin, click here for assistance with other states
- Preparation available for current tax year and three previous years
- You will be required to interview by phone with a volunteer tax preparer
- Return will be reviewed over the phone and electronically signed before filing
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