VIRTUAL VITA

TAX Prep

WELCOME TO VIRTUAL VITA, aiming to serve our community residents by providing a virtual and secure way to allow us to process your 2019 taxes.  Our Financial Clinic has been busy learning about the financial implications of this pandemic and what new resources are becoming available to help the families we work with. Although the Safer At Home Order has changed how we interact with our clients, we have been adapting our practices so we can continue to provide our neighbors with practical assistance.
Stay up-to-date with accurate tax and stimulus information found on our COVID Financial Health Clinic page. If you have any additional questions, please reach out to our Financial Clinic Director directly. 
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, 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 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
ABOUT THE FINANCIAL CLINIC

The Financial Clinic is open to all Milwaukee residents with special emphasis on Riverworks surrounding neighborhoods (Harambee and Riverwest). 

 

In 2019, the Financial Clinic achieved the following outcomes:

  • 33% of clients increased their credit scores or net worth in one year

  • 25% of clients were pre-approved to purchase a home

  • 25 families went from “unbanked” to enter into relationships with financial institutions and open a checking or savings account and/or consolidate debt.  

  • Over 600 tax returns were filed

  • 10 individuals were approved for business credit with a qualified financial institution

  • And over 30 families received assistance with home repair resources.

ABOUT THE DIRECTOR

Coretta Herring, Financial Clinic Director

Over the past 17 years, Coretta has dedicated her career to breaking the cycle of multi-generational poverty by motivating families to realize their full potential to build credit and learn new ways to cultivate a happy and healthy financial life. Since 2003, she has built her professional experience through her work as a Financial Coach Consultant, A Realtor, A City of Milwaukee Housing Repair Coordinator, HUD Approved Housing Counselor and A Certified Financial Coach.