Preparing your Taxes

Tax season is well underway, and for many it is a crucial time to think about the family budget for the year. When you are working on developing a family budget, setting financial goals, and paying down debt, it is important that you consider how your federal, state, and city taxes can impact your finances. By following some simple steps, you can ensure that you get all your paperwork filed on time and maximize your return to help you towards your goals.

First, check to see what resources are available locally, like VITA sites. Volunteer Income Tax Assistance (VITA) sites have volunteers on hand to help you complete your taxes and get the maximum refund possible. To find a VITA site near you, you can check out the IRS website, United Way, or call 211. Most VITA sites will require you to make an appointment, but some do host community days where walk-ins are available.

Habitat Michigan is partnering with United Way of West Michigan to provide tax services. If your household income is less than $55,000, you may qualify for free tax services. To schedule an appointment, you can call 211 or click here to learn more.

Make sure you have all the appropriate documentation with you, including social security cards for everyone in the household, picture IDs, and any bank account information for direct deposits. You can find a complete list of documents to bring here.  

Doing your taxes doesn’t have to be scary or overwhelming. There are plenty of volunteers who are happy to help you get the most out of your refund. Feel free to contact our financial coaching staff to learn more about how your tax refund can get you on your way to achieving your financial goals! 

Angie Hamlett

Homeowner & Family Support Manager