How does virtual income tax preparation work with VITA?
Your appointment will start with a telephone consultation with one of our IRS certified VITA volunteers will conduct a phone interview to verify if you qualify for our VITA services. Once we determine you qualify, we will explain step-by-step the virtual tax preparation procedure, which includes:
- Creating a personal password to encrypt all documents shared between you and the volunteer.
- Receiving a private, encrypted link to HIPAA Zoom.
- Discussing and preparing your income tax return over video interface.
You will have the option to also view the volunteer’s screen as they prepare your tax return. Upon the completion of your tax return, a second volunteer will be asked to join the Zoom session to review the tax return or answer any additional questions you or your preparer may have. After the tax return is reviewed, you will be given the opportunity to review the tax return yourself and address any additional questions or concerns.
If you believe everything is accurate and correct on the tax return, you will send an email consent authorizing your preparer to electronically file your tax return. A password-protected PDF copy of your Federal and State income tax return will be emailed or mailed to you based on your preference.
Under the supervision of experienced tax practitioners, trained and certified CSUN students provide free tax preparation services (federal and state) to eligible low-income taxpayers. Services are offered at the CSUN campus and several remote sites in the community beginning in late January through mid-April each year.
The CSUN VITA Clinic is sponsored by the Bookstein Institute for Higher Education in Taxation in the Department of Accounting & Information Systems at the David Nazarian College of Business & Economics. While supported by the IRS, the CSUN VITA Clinic is not part of or affiliated with the IRS.
The CSUN VITA Clinic does not discriminate against any person on the basis of race, color, national origin, disability, or age in admission, treatment, or participation in its programs, services and activities, or in employment. For further information about this policy, or if you need special accommodation for the services we provide, please contact us at least one week before your scheduled appointment at (818) 677-3600.