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Long Beach State University Business Students Offer Free Tax Preparation Assistance to Low-Income Families

Have a tax question or need help filing your 2016 return? If you qualify for assistance, student volunteers at some CSU campuses could save you a trip to the accountant. – Courtesy photo/ CSU Northridge.

More than 90 Long Beach State University accounting students, who are certified by Internal Revenue Service, will provide free tax preparation assistance to families who make $54k or less, disabled people, the elderly, students, non-residents and individuals with limited English proficiency.

The free service is part of the Volunteer Income Tax Assistance clinic (VITA), which is an IRS-sponsored program.

“Our students get great hands-on experience, and the VITA clients get tax refunds they might otherwise not receive,” said Michael Solt, dean of the College of Business Administration. “VITA really helps the economic vitality of our region and enriches the nature of our collective society.”

Last year, student-volunteers filed more than 1,300 state and federal tax returns, which, combined, totaled to more than $700k in refunds.

No appointments are required. Individuals will be served on a first come first serve basis.

People interested in participating should bring the following necessary original documents. – Government issued photo ID or driver’s license.

  • Original Social Security card or documents of individual taxpayer identification number.
  • All W-2’s and 1099’s (if any).
  • Other income and expense information.
  • Students or parents of students bring total tuition fees and expenses paid (form 1098-T).
  • Parents bring total expenses paid for child’s daycare if any.
  • Day care or dependent care provider’s address, phone and SSN or EIN.
  • Bank account and routing number (voided check) for direct deposit of refund.
  • Last year’s tax return is helpful, but not required.
  • To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms.

No photocopies or pictures of these documents will be accepted.

The event will be on Saturday, Feb. 9, 201p, from 9 a.m. to noon. Ask that guests park in area marked ‘Lot E-1’ on map. Event is located inside building marked ‘COB’ on map. Parking passes are available for media. VITA clients must pay for parking. For more information, contact Vincent Nguyen, VITA coordinator, at (714) 474-4707.

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