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Tax-Time Financial Services - Prepare and Prosper

Financial services provided to customers include: Financial counseling referrals: refers individuals for debt management Free credit reports: get a free copy of a credit report and expert help managing debt and building credit. Savings accounts: assistance in opening a savings account with no monthly fees and no minimum balance requirements. No credit checks or bank history review needed. Prepaid debit cards: no fees (enrollment, monthly, usage). Free direct deposit for tax refund, paycheck, or benefits.

Last assured

08/14/2024

Physical Address

2610 University Avenue West, Suite 450, Saint Paul, MN 55114

Hours

Tax clinic hours vary by location and time of year. Tax preparation assistance is available by appointment only. Call or visit website for schedules.

Fax

(651)287-0190

Application process

Walk in

Fee

No fees

Required documents

In order open a free savings account or get a low-cost prepaid debit card, customers must have: - Proof of identification and address such as a valid Minnesota driver's license, valid Minnesota state ID, expired Minnesota driver's license and valid renewal receipt issued in last 30 days or out-of-state ID and valid Minnesota resident application receipt with current address issued in last 30 days - If the current address does not match the address on ID, the address must be changed at the DMV or proof of current address must be made by providing a utility bill or a pay stub with name and current address (cell phone bill will not be accepted.) - Taxpayer Identification Number such as a Social Security card of Individual Tax Identification Number (ITIN)

Eligibility

Must meet income guidelines: - Individuals making $35,000 or less, families making $55,000 or less per year - Self-employed taxpayers with income less than $55,000 per year - Serves the Twin Cities Metro area

Languages

Spanish

Service area

Anoka County, MN
Carver County, MN
Dakota County, MN
Hennepin County, MN
Ramsey County, MN
Scott County, MN
Washington County, MN

Agency info

Prepare and Prosper

Prepare + Prosper and its volunteers work with low - to moderate - income individuals to build financial well-being through free tax preparation and financial services, products, and coaching, and by changing systems to create economic opportunity.

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