Free Tax Preparation Services
Free tax preparation services for qualifying community members - provided by Prime Financial Credit Union in conjunction with the Internal Revenue Service (IRS).
An appointment is required to receive tax preparation services.
The IRS's Volunteer Income Tax Assistance (VITA) program offers free basic tax return preparation to qualified individuals. VITA sites, like Prime Financial Credit Union, offer free tax help to people who need assistance in preparing their own tax returns, including:
- People who generally make $67,000 or less
- Persons with disabilities; or
- Limited English-speaking taxpayers
The following PFCU branches offer tax preparation services:
- Northwest: 4878 N. Swan Rd. Milwaukee, WI 53225 (By appointment on Tuesdays)
- Walker's Point: 225 W. Greenfield Ave. Milwaukee, WI 53204 (By appointment on Thursdays)
What to Bring to a Tax Appointment Schedule an Appointment
Learn More About VITA
While the IRS manages the VITA program, the VITA sites are operated by IRS partners and staffed by volunteers who want to make a difference in their communities. The IRS-certified volunteers who provide tax counseling are often retired individuals associated with non-profit organizations that receive grants from the IRS.
VITA services are not only free, they are also a reliable and trusted source for preparing tax returns. All VITA 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 site prior to filing. Each filing season, tens of thousands of dedicated VITA volunteers prepare millions of federal and state returns. They also assist taxpayers with the preparation of thousands of Facilitated Self-Assistance returns.
There are no more appointments available for 2025.