Long Beach,
22
February
2018
|
11:59 PM
America/Los_Angeles

Free Income Tax Preparation Services Available to Students and Community

Accounting majors help students and low-income, handicapped, elderly and those with limited English skills

Summary

FOR IMMEDIATE RELEASE

Contact: Jeff.Bliss@csulb.edu / 562-985-5109

LONG BEACH, Calif. (Feb. 22, 2018) – Accounting majors at Long Beach State University offer free income tax preparation and electronic filing of federal and state returns for students and members of the community through the Volunteer Income Tax Assistance (VITA) program, available on campus through March 23.

FOR IMMEDIATE RELEASE

LONG BEACH, Calif. (Feb. 22, 2018) – Accounting majors at Long Beach State University offer free income tax preparation and electronic filing of federal and state returns for students and members of the community through the Volunteer Income Tax Assistance (VITA) program, available on campus through March 23.

The popular annual program is available to students and people from the community who cannot afford or do not have access to paid preparers, particularly low-income, handicapped, elderly and limited-English-proficient individuals. Last year, the program helped 1,421 taxpayers get back a total of more than $834,000 in federal and state refunds.

The program, which gives student volunteers valuable accounting experience to help them reach their career goals, is funded through the campus’ Beta Alpha Psi and Accounting Society as part of a cooperative effort with the Internal Revenue Service.

“This year, about 65 accounting volunteers trained and certified by the IRS are offering assistance,” said Adrian Torres, the student VITA coordinator. “We are eager to meet with clients in hopes of getting to know their community and to provide a great service to each of them.”

The VITA program is available to qualifying taxpayers with an annual income level of $54,000 or less and who do not itemize deductions.

Required documentation for those seeking assistance through VITA includes government-issued photo identification; Social Security cards (or a Social Security number verification letter issued by the Social Security Administration); wage and earnings statements (W-2 and 1099s, for example); tuition fees and expenses form (1098-T), if applicable, and other expense and interest information.

Additionally, clients also should bring a copy of their federal and state returns from last year, if available; bank routing numbers and account numbers for direct deposit; their day-care provider’s Social Security number or business employer identification number, address and the amount paid to the provider in 2017; and rental dates and landlord information if applicable to claim California renters’ credit.

Also, both spouses must be present to sign required forms for those who are married and filing their taxes jointly.

The VITA program operates out of Room 237 on the second floor of the College of Business Administration Building off Bellflower Boulevard. Volunteers will prepare returns from 8 a.m. to 5 p.m. Mondays through Thursdays and 9 a.m. to 3 p.m. on Fridays. It is walk-in only.

Parking is available in the Pyramid Parking Structure as well as lots G3 and G5-G9 with the purchase of a permit.

Additional information can be found on the Beta Alpha Psi website. Photos and b-roll are available upon request.

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About the campus:Long Beach State University is a teaching-intensive, research-driven university committed to providing highly valued undergraduate and graduate degrees critical for success in the globally minded 21st century. Annually ranked among the best universities in the West and among the best values in the entire nation, the university’s eight colleges serve more than 37,500 students. The campus values and is recognized for rich educational opportunities provided by excellent faculty and staff, exceptional degree programs, diversity of its student body, fiduciary and administrative responsibility and the positive contributions faculty, staff, students and more than 300,000 alumni make on society.