UWGB Center for Financial Wellness

We combine financial compassion with financial education to help you accomplish your financial goals and increase your well-being.

    • In-Person Session: Peer Financial Coaching

      45 minutes

      Your session combines financial compassion and education to help you accomplish your financial goals and increase your well-being. We assist you with either budget & spending, credit & debt, or employee benefits & insurance.

    • Virtual Session: Peer Financial Coaching

      45 minutes

      Your session combines financial compassion and education to help you accomplish your financial goals and increase your well-being. We assist you with either budget & spending, credit & debt, or employee benefits & insurance.

    VITA Appointment

    • In-person Tax Prep - Center for Financial Wellness (Saturday 10am-4pm)

      1 hour

      VITA volunteers will review the taxpayer's information, prepare the tax return, and conduct a quality review before submitting the return electronically. The entire process is completed on-site and may take approximately one hour.

    • Virtual Tax Prep via Zoom (Monday/Wednesday/Friday - 5pm - 8pm)

      1 hour

      Taxpayers must have access to computer and reliable Internet for this option. VITA volunteers will meet with taxpayer through Zoom for the intake interview, tax prep, and quality review. The entire process is conducted through Zoom and ...

    • In-person drop-off at UWGB Center for Financial Wellness (Monday/Tuesday/Thursday 10am - 2pm)

      30 minutes

      Taxpayers drop off the tax docs in person. IRS-certified volunteers will scan and upload the tax docs into a secured online portal. All the tax docs will be returned to the taxpayers.

    • International Student Only Virtual Tax Prep via Zoom (Saturday - 10am - 1pm)

      1 hour

      This appointment is for international students who are required to file Form 1040-NR only. Taxpayers must have access to computer and reliable Internet for this option. VITA volunteers will meet with taxpayer through Zoom for the intake ...

    • Virtual Session: Tax Support for Self-Filing Option (Monday/Wednesday/Friday - 5pm - 8pm) (30 minutes)

      30 minutes

      Meet with VITA volunteers virtually for tax support for self-filing options.

    VITA Appointment Follow up

    • In-person pick up at UWGB Center for Financial Wellness (Monday/Tuesday/Thursday 10am - 2pm)

      30 minutes

      Follow up appointment to pick up the tax return and complete the final review process.

    • Virtual pick up via Zoom (Mon/Wed/Fri - 5pm - 8pm)

      30 minutes