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Tax Time: Business Students Offer Free Tax Return Assistance

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The Cal State Fullerton student-run chapter of Volunteer Income Tax Assistance offers income tax return preparation and filing assistance to low-income families and individuals now through April 14.

The campus group partners with Orange County United Way to offer VITA, a free program sponsored by the IRS, providing free assistance in preparing simple tax returns for low- to moderate-income families earning $60,000 per household or less. Volunteers — mostly students, along with faculty members and alumni — are trained and certified by the IRS, and the group is advised by Jonathan Durrant, assistant professor of accounting.  

When:

9 a.m. – 4 p.m. Fridays and Saturdays through April 14 (closed March 30 and 31). This is a walk-in service. No appointments will be offered. No new sessions will begin after 3 p.m.

Where:

Education-Classroom Building, Room 008

Applicants must bring:

  • Photo identification and Social Security card, and birthdates for taxpayer, spouse and dependents
  • Passport for international students
    Wage and earnings statements and financial statements applicable to a personal income tax return
  • Records of payments to daycare and provider’s I.D. number
  • Last year’s income tax returns, and bank routing numbers and account numbers for direct deposit
  • All 1098-E and T forms for educational expenses
  • W-2s, 1099s and all other tax-related documents for 2017
     

Parking:

$2 per hour or $8 for a daily permit on weekdays. Details available at Parking and Transportation Services.

For more information:

Contact Volunteer Income Tax Assistance at 657-278-8681 or csufvita@gmail.com.