United Way Of Northeast Florida RealSense

Address

40 East Adams Street, Suite 200
Jacksonville, FL 32202

(904) 632-0600

unitedwaynefl.org/financial-well-being/realsense/

AKA:

RealSense

Description:

Provides financial education and coaching services to help individuals and families improve money management skills, build financial stability, and prepare for tax filing. Services include financial literacy workshops, one-on-one financial guidance, and use of assessment tools to identify financial goals and needs. Coordinates access to Volunteer Income Tax Assistance (VITA) services, including appointment scheduling and referrals to participating tax preparation sites.

Hours:

Monday - Friday, 08:00 am to 05:00 pm.

Intake Process:

Visit the website to schedule an appointment or call 211 for scheduling assistance.

Program Fees:

No fees.

Languages:

English

Eligibility:

Open to individuals and families seeking financial education, coaching, or tax preparation assistance.

Handicap Accessible?

Yes

Is Shelter?

No

Related Resource

Related Resources

Date of Official Change:

May 8, 2024

Volunteer Opportunities:

Seasonal volunteer opportunities may be available.

Geographies Served

  • Serves All Areas

Address Listings

Physical (Primary)

40 East Adams Street, Suite 200
Jacksonville, FL 32202

Contacts

Phone Numbers

United Way of Northeast Florida RealSense

(904) 632-0600

TTY

711

Legal Status:

Non-Profit

Geography Served

    If a location is grayed out it means that only certain areas within it are covered. The areas with complete covereage are listed in black.

    Serves all areas

Edit Service DetailsClick here to see this service (DM-1980) and related services within the Service Tree.

Geography Served

    If a location is grayed out it means that only certain areas within it are covered. The areas with complete covereage are listed in black.

    Serves all areas

Edit Service DetailsClick here to see this service (DM-2000) and related services within the Service Tree.

Geography Served

    If a location is grayed out it means that only certain areas within it are covered. The areas with complete covereage are listed in black.

    Serves all areas

Edit Service DetailsClick here to see this service (DT-8800.9300-900) and related services within the Service Tree.

Description

Offers free individual income tax form preparation for low-to-moderate-income households. Tax preparation is performed by IRS-certified volunteers.

Hours

Appointment line open Mon-Fri 7am-7pm. Website available Mon-Sun 24 hours.

Required Documents

Taxpayers must bring the following info: Proof of identification (photo ID) Social Security cards for everyone included on tax return An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted if anyone in household does not have a Social Security number Proof of foreign status, if applying for an ITIN Birth dates for everyone included on the tax return Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers Interest and dividend statements from banks (Forms 1099) Health Insurance Exemption Certificate, if received 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 To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms Total paid for daycare provider and the daycare provider's tax identifying number such as their Social Security number or business Employer Identification Number Forms 1095-A, B and C, Health Coverage Statements Copies of income transcripts from IRS and state, if applicable

Eligibility

Offers free tax help to people filing individual income tax forms (Form 1040), persons with disabilities and limited English speaking taxpayers who need assistance in preparing their own tax returns.

Fees

No fees.

Intake Procedure

Dial 2-1-1 to schedule an appointment by phone. Use website to schedule an appointment online. (Full site list is available on website.)

Geography Served

    If a location is grayed out it means that only certain areas within it are covered. The areas with complete covereage are listed in black.

    Serves all areas

Edit Service DetailsClick here to see this service (DT-8800.9300-930) and related services within the Service Tree.

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