The Lake Geneva Public Library is partnering once again with the IRS and VITA program to bring free tax preparation services to our community. Thanks to our volunteers, who have been trained and certified by the IRS to prepare returns and make this program possible!

The VITA program has operated for over 50 years.
VITA sites 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; and

  • Limited English-speaking taxpayers


    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.

Tax preparation services will be available for federal and WI state returns for residents who have resided in WI for all of 2024. We will be preparing returns on a walk-in basis from February 1, 2025-April 8, 2025.

When you arrive, you will be asked to sign in with name, date, and time, and then required to complete an intake form. Intake forms are available at the library front desk and can be picked up anytime before you come for tax services if you prefer to speed up the process.

Walk in appointments will be available on a first come, first serve basis from 9am-1pm on Tuesdays, 1pm-4pm on Thursdays, and 9am-1pm on Saturdays (2/1/25-4/8/25). We will let taxpayers know if there is a long wait time so they can return another time. We appreciate your patience and understanding as we try to serve as many clients as possible.

Please read the following carefully before coming for tax preparation services:

Documents to bring with you:

Original photo identification for you and your spouse (if married filing jointly), such as a:

  • Valid U.S driver’s license

  • Employer ID

  • School ID

  • State ID (U.S.)

  • Military ID

  • National ID

  • Visa

  • Passport

  • Social Security cards for you, your spouse and dependents

    • Note: If you need to request a replacement card or update your Social Security record, go to Social Security number & card to find the best way to do this.

  • An Individual Taxpayer Identification Number (ITIN) notice CP-01A, We assigned you an identity protection personal identification number (IP PIN) for you, your spouse and your dependents if you do not have a Social Security number (SSN)

  • Proof of foreign status, if applying for an ITIN

  • Birth dates for you, your spouse and dependents on the tax return

  • Wage and earning statements (Form W-2, W-2G, 1099-R, 1099-MISC) from all employers

  • Social Security Benefit Statements (SSA-1099), if applicable

  • Interest and dividend statements from banks (Forms 1099)

  • A copy of last year’s federal and state returns, if available

  • Proof of bank account routing and account numbers for direct deposit, such as a blank check

  • Total paid for daycare provider and the daycare provider's tax identifying number, such as their SSN or business EIN

  • Health Insurance Exemption Certificate, if received

  • Forms 1095-A, Health Insurance Marketplace Statement

  • Copies of income transcripts from IRS and state, if applicable

  • To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms