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VITA TAX PREPARATION 

Riverworks Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs offer free basic tax return preparation to qualified individuals.

Our VITA program has operated since 2009.  Our site offers free tax help to people who need assistance in preparing their own tax returns, including:

  • People who generally make $57,000 or less

  • Persons with disabilities; and

  • Limited English-speaking taxpayers

In addition to VITA, the TCE program offers free tax help, particularly for those who are 60 years of age and older, specializing in questions about pensions and retirement-related issues unique to seniors.

While the IRS manages the VITA and TCE programs, the VITA/TCE sites are operated by IRS partners and staffed by volunteers who want to make a difference in their communities.

VITA/TCE services are not only free, they are also a reliable and trusted source for preparing tax returns. All VITA/TCE volunteers who prepare returns must take and pass tax law training that meets or exceeds IRS standards. This training includes maintaining the privacy and confidentiality of all taxpayer information. In addition to requiring volunteers to certify their knowledge of the tax laws, the IRS requires a quality review check for every return prepared at a VITA/TCE site prior to filing. Each filing season, tens of thousands of dedicated VITA/TCE volunteers prepare millions of federal and state returns. They also assist taxpayers with the preparation of thousands of Facilitated Self-Assistance returns.

BEFORE YOUR VISIT

Before going to a VITA or TCE site, see Publication 3676-B PDF for services provided and check out What to Bring to ensure you have all the required documents and information our volunteers will need to help you.

Note: Available services can vary at each site due to the availability of volunteers certified with the tax law expertise required for your return.

Also, visit the  Certified Accounts – Bank On Greater Milwaukee (bankonmilwaukee.org) for information on where to find a bank that can open an account online and how to choose the right account for you.

ONLINE FORM TO SUBMIT TAXES

Before you submit your taxes, schedule an appointment with a Financial Coach to ensure you have everything you need and that you meet the VITA requirements

NOTICE 
Only fill out this form if you have been directed by a representative of the Riverworks Financial Clinic. Your Riverworks Financial Clinic representative will inform you what documents you need to submit, below is a general list.
  • Intake Form, W-2, Voided Check, Past Tax Return, Social Security Card, Picture of I.D. 
  • Other documents you might need to submit: interest forms, profit and loss statements, donations, etc.
SECURITY
At the Riverworks Financial Clinic, the security of your private documents is our number one priority. That's why we partnered with Jotform.com, a company that prioritizes security above all else. Our form is served across a  protected Secure Socket Layer connection that uses a SHA256 Certificate. This is the same level of protection used by online banking or e-commerce providers. 
When users upload files using this form, their files are stored on secure servers and only accessible to the Riverworks Financial Clinic staff. 
SAVE 
We understand that it takes time to gather all the documents required to complete your taxes, so use the "SAVE" button at the bottom of the form and pick up right where you left off. You will receive an email link allowing you to resume at your convenience. 
SUBMIT 
After you submit the required documents, you will receive an immediate confirmation email. It will take the Riverworks Financial Clinic 24 hours to process your taxes and follow-up. 
Please enter the password provided to you by Riverworks, to access the form below. If you need the password, please reach out to our Financial Clinic Director.
Types of documents that can be uploaded:
pdf, doc, docx, xls, xlsx, csv, txt, rtf, html, zip, jpg, jpeg, png
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