Wisconsin Tax Prep Available At TruStone Financial

Tax season is approaching quickly, and you can come to your neighborhood credit union for help. TruStone Financial’s Green Bay Road location is participating in TAX-AIDE, an AARP-sponsored program that provides assistance for low to moderate income taxpayers. AARP Foundation Tax-Aide volunteers will be onsite to provide those in need with assistance in filing their personal income taxes.

What should I bring?
Please bring Photo IDs for taxpayer and spouse and Social Security cards for taxpayers and all dependents. Bring previous year’s (2017) tax return, plus all income and expense documents pertaining to Tax Year 2018 such as Social Security statement, wages, pensions, interest, dividends, broker statements, healthcare coverage, paid property tax bills, etc.

Click here for more information on which documents to bring.

Where and when is this taking place?
TruStone Financial Green Bay Road location, Tuesdays, 9:30 a.m. to 3:00 p.m. By appointment only, starting February 5 and ending April 9.  Call or text (262) 671-0848 for an appointment.