Bookstein Institute

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Prospective Clients

Client Screening

All prospective clients are initially screened by the Clinic staff. To begin the screening process, you may submit the screening form online Tax Clinic Screening Form or call our Clinic at 818-677-3600.  Hours of operations are M-F 9am-6 pm.

Client Eligibility

You may be eligible if you meet these requirements:

  • You have a dispute with the Internal Revenue Service.
  • The amount in dispute with the Internal Revenue Service is not greater than $50,000 for any taxable year.
  • Your household total income--you, and any spouse or dependents--does not exceed 250% of the current Federal Poverty Guidelines. See chart below.

 

For the 2017 calendar year, the income ceilings for low income representation are shown below. 

 

 

 Income Ceiling (250% of Poverty Guidelines)

Size of Family

 48 Contiguous States, 
Puerto Rico, and D.C.

 Alaska 

 Hawaii 

 1

 $30,150 

$37,650 

 $34,650 

 2

$40,600 

    $50,725 

 $46,675 

 3

 $51,050 

    $63,800 

 $58,700 

 4

 $61,500 

    $76,875 

 $70,725 

 5

 $71,950 

    $89,950 

 $82,750 

 6

 $82,400 

    $103,025 

 $94,775 

 7

 $92,850 

  $116,100 

 $106,800 

 8

 $103,300 

  $129,175 

 $118,825 

 For each additional person, add

 $10,450 

    $13,075 

 $12,025 

Frequently Asked Questions

 

How soon can you help me?

We endeavor to serve our clients as soon as we possibly can.  Due to the number of taxpayers with tax controversy issues in the Greater Los Angeles area, at times we may have a waiting list.  We will let you know an approximate time before your issue can be considered for intake.

What if I have an immediate problem?

We understand that you may have a 30-day letter with a rapidly approaching due date or another pressing concern.  However, we must take clients on a first come, first served basis.  

Do you help with tax filing?

If you need assistance filing your federal and state income tax, you may qualify for free tax preparation services during the tax season at the CSUN VITA Clinic. For more information, please call the CSUN VITA Clinic at (818) 677-3600. 

Do you help taxpayers having a dispute with the Franchise Tax Board?

If there is a federal tax controversy issue and a related California state tax controversy issue, we can address both.  However, we cannot address state tax problems alone. 

How much do you cost?

Our services are free.  In the course of providing documents for the Clinic you may need to mail or print some items.

I do not live in the Los Angeles area. Can you still help me?

If you do not live in the area, we would recommend that you seek help from the local Low Income Taxpayer Clinic. To find the closest low income taxpayer clinic, visit:  http://www.taxpayeradvocate.irs.gov/about/litc.

However, if no local clinic is available in your area, we may be able to provide you with assistance. Please call us for more information. 

I do not speak English. Can you help me?

We have clinicians and staff who can assist Spanish-speaking clients, and can sometimes help other non-fluent English speakers.

How can I get more information?

Please call us at 818-677-3600 between 9 am to 6 pm, Monday - Friday.