United Way of Racine County's VITA Appointment Scheduler

United Way of Racine County VITA offers both federal and state income tax preparation for Wisconsin residents with an annual household income of $67,000 or less. Services are provided by trained and vetted volunteers. We are unable to serve taxpayers who claim rental or farm income or file as Married Filing Separately. Services will be offered Monday through Saturday. Morning, afternoon and evening appointments are available. If you are not feeling well on the day of your appointment, cancel your appointment and reschedule for a different day.

Appointments are available for in-person services for both federal and state returns as well as Homestead only returns. Please allow a minimum of one hour for your full-service tax preparation appointment. If you do not have time for a full-service tax appointment, you can select a drop-off option at the Burlington Public Library, RUSD Pathways Campus or George Bray location. This will book you a 30-minute appointment to complete your initial paperwork and be interviewed. You will then return for a short visit to pick up your completed return in as little as a week. If you would prefer to not visit a site but still want our team to complete your return for you, you can utilize our secure virtual option from the comfort of your own home. Visit www.unitedwayracine.org/vita for more information and to start the process. 

If you have questions before or after your appointment, our team can be reached via email at taxhelp@unitedwayracine.org. 

United Way of Racine County - VITA Program - Necessary Documents

Failure to bring all required documentation with you to your appointment will delay your assistance. 

A list of necessary documents to bring to your income tax preparation appointment can also be found at http://www.unitedwayracine.org/vita.

• Government issued photo ID/driver's license, showing proof of identification of who you are.
• Social Security cards for you and your dependents, as well as your spouse if married. We require the actual card (photocopies and digital pictures are acceptable; SSA-1099 statements may be used if you receive Social Security).  If you don't have a Social Security number, you will need an Individual Taxpayer Identification Number (ITIN), or the proper proof of foreign status. 
• All of your income statements, for you and your spouse. This includes your W-2 forms, and all 1099 forms (interest and dividends, social security) that you have received, 1098-T for education credits, and 1095 showing health insurance. 
• Total amount paid for childcare or elder care. You will need the tax ID numbers for those providing the care services. You might be eligible for a dependent care credit. 
• If you want your money deposited directly into your bank account, you will need to bring your bank information. A blank or voided check can be used to provide your bank routing number, as well as your account number. 
• If you are married filing jointly, you can file electronically only if you and your spouse are both present to sign the forms that allow for it. 
• If filing homestead, you will need to have a completed, unaltered and signed rent certificate or property tax bill from the year you are claiming the credit and documentation for all forms of income received including SSI, SSDI, supplemental social security and/or child support received.