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Volunteer Income Tax Assistance program

EAU CLAIRE, WI (February 4, 2019) — Royal Credit Union is once again assisting the VITA (Volunteer Income Tax Assistance) program by offering free office space for assisting community members with tax returns. This unique service will be available on Mondays from 9 a.m. to 4 p.m. from February 11 until April 15. Services will be provided at the Royal Credit Union, Shopko South office at 1049 West Clairemont Avenue Eau Claire, WI 54701. The service will not available the week of March 25.

VITA was created to provide free income tax return assistance to taxpayers who cannot afford to pay for professional help. VITA provides free tax assistance to anyone with an adjusted gross annual income of $54,000 or less including disabled, non-English speaking, senior citizens and special needs taxpayers.  Tax returns are prepared by student volunteers from the University of Wisconsin – Eau Claire accounting program.  These students have taken the steps to become certified by the IRS and the Wisconsin Department of Revenue.

VITA offers free basic income tax return preparation and e-filing.  Taxpayers with complicated returns or questions will be referred to an IRS publication, to the IRS, or to seek private professional assistance. Eligibility is determined on a case-by-case basis by the VITA volunteer.  If you decide to take advantage of this unique service, please bring photo ID, Social Security cards for taxpayer and all dependents, earnings statements, a copy of your tax return from last year, forms 1095(A, B or C) affordable health care statements, rent certificates from landlord or property tax statement, financial institution’s routing and account numbers for direct deposit.

Royal Credit Union is among a number of credit unions in Wisconsin who are taking the initiative to help build financially strong, self-supporting families and communities by offering innovative services like VITA. Appointments for VITA are required; to make an appointment please call 800-341-9911 and dial extension 6.

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About Royal Credit Union

Royal Credit Union is a federally insured credit union proudly serving over 300,000 Members in Minnesota and Wisconsin. Royal is driven by a core ideology built on a strong purpose and values. You can open an account or apply for a low-rate loan at Royal Credit Union if you live or work in 26 counties in western Wisconsin or 16 counties in Minnesota. Counties served in Wisconsin include Adams, Ashland, Bayfield, Barron, Buffalo, Burnett, Chippewa, Clark, Douglas, Dunn, Eau Claire, Jackson, Lincoln, Marathon, Pepin, Pierce, Polk, Portage, Price, Rusk, Sawyer, St. Croix, Taylor, Trempealeau, Washburn, and Wood. Counties served in Minnesota include Anoka, Carver, Chisago, Dakota, Goodhue, Hennepin, Isanti, Olmsted, Pine, Ramsey, Scott, Sherburne, Wabasha, Washington, Winona and Wright. A complete list of Member eligibility requirements is available on the Royal Credit Union website. To learn more about Royal, visit rcu.org or call 800-341-9911.

Contacts

Heidi Cornelius
Community Engagement Coordinator
Royal Credit Union
715-246-8018 (office)
715-471-0838 (mobile)
www.rcu.org

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