Bookstein Institute

Welcome to The CSUN VITA Clinic

NOW ACCEPTING APPOINTMENTS!

 

We will be open for the Tax Deadline Extension!

Aside from offering Virtual VITA (see Virtual VITA Procedures on the left), we are now also offering a Drop-Off alternative. Visit our Drop-Off Procedures on the left to learn more about our Drop-Off process. Scroll down to make an appointment! 

Serving the public since 1970, CSUN VITA Clinic is a cost-free income tax assistance service to low-income residents in the San Fernando Valley and beyond. Our goal is to provide outstanding free tax preparation service to low-income taxpayers in our community and to provide our students with a quality experiential learning experience in the field of taxation.

Number One in Southern California in 2020 and the largest academic institution nationally offering free tax preparation services.  Served Over 6,000 Low-Income Taxpayers in 2020.  Despite the pandemic, and powered with over 400 student volunteers, the CSUN VITA Clinic operated virtually through July 15, 2020.

We are open Monday through Sunday from 10 am to 10 pm. 

All services are by appointment only. 

The best way to contact us is by emailing at vita@csun.edu

We are unable to answer our main phone line at this time. If you leave us a voicemail, a follow-up may be delayed.  

Disclaimer: We recommend checking if you qualify before making an appointment. The VITA program has limitations that may prevent us from serving you.

If you received unemployment and filed taxes before the American Rescue Act was enacted, please do not schedule an appointment to file an Amendment.

If you would like to try finding other free tax preparation sites, click on the following link from the IRS: https://irs.treasury.gov/freetaxprep/


Enter our Live Wait-List

If you have all your tax documents ready (see below) and are unable to book an appointment today, click on the link below to be put on a waitlist. If we have space for clients, we will be checking in at the following times:

Monday - Friday: 10:15am, 11:45am, 2:15pm, 3:45pm, 6:15pm, 7:45pm.

Saturday: 10:15am, 11:45am, 2:15pm, 3:45pm

Sunday: 2:15pm, 3:45pm

In the event we have last-minute cancellations or no-shows, we will accept anyone waiting in the waiting room if they have all their tax documents ready.

Make sure you have your ID, Social Security card (for you and your spouse/dependents, if applicable), w-2, 1099, or all other tax forms ready. Otherwise, we cannot assist you. Please note: if you are filing a joint return, both you and your spouse must be present.

For a list of tax returns to have ready, please refer to our Virtual VITA Procedures tab on the left under "What should I bring to my appointment?"

 


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 based on race, color, national origin, disability, or age in admission, treatment, or participation in its programs, services, and activities, or 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.


 

How Do I Know if I Am Eligible?

You may be eligible if you, and your spouse, earned a total gross income of less than $57,000 during the tax year and are a resident of Los Angeles County.

If you are an active-duty military or a veteran, the income threshold does not apply to you as well as other tax situations listed below such as rental income.

The following tax situations may disqualify you from our services:

  • Income from foreign sources, rental property, or Schedule K-1s

  • Married couples with no dependents filing separately

  • Registered domestic partners who want to file jointly

  • Specific business expenses:

    • Business use of home
    • Actual expenses for vehicles
    • Employees
    • Inventory and cost of goods sold
    • Depreciation
    • Businesses with a loss
    • Any cancellation of debt where the taxpayer filed bankrupt or was insolvent immediately before the debt was canceled
    • International students or nonresident aliens who:
      • Have dual-status citizenship
      • Income earned from a 1099-MISC, self-employment, gambling, or rent/royalties

While this list may not be inclusive, these are the more common scenarios that may disqualify most people from VITA services.

What Services Do We Exactly Offer for Virtual Tax Preparation?

We are able to prepare individual income tax returns for the years 2018, 2019 and 2019, including foreign student returns. We also serve active duty military and veterans.

Due to our limited capacity and the IRS is temporarily not accepting paper returns or correspondence, we are currently not offering the following services:

  • Tax returns prior to 2018

  • Amended returns

  • ITIN applications and renewals

  • IRS or FTB letters

These services may be offered in the future depending on the operations of the IRS.

What Do I Need before I Make an Appointment?

For a smooth and efficient virtual tax preparation process, we ask you to gather the following relevant documents prior to scheduling an appointment:

  • Proof of identification for you and/or your spouse
    • Both spouses must be present during the identity verification process of the tax return
    • For International Students, you will also need your Visa and I-9
  • Social Security cards or ITIN cards/letters for you, your spouse, and/or dependents
    • You may substitute this with a 1099-SSA, IRS transcript, or your prior year tax return done by CSUN VITA
  • Wage and income forms such as:
    • W-2 or W-2G Gambling Winnings
    • 1099-MISC and a list of business expenses relevant to self-employment work
    • 1099-B, DIV, or INT
    • 1099-G Unemployment Compensation
    • Cash
  • Information for other income
  • Form 1098-T Tuition Statement and any other educational expenses
  • Information for deductions
    • IRA contributions
    • 1098-E Student Loan Interest
    • 1098 Mortgage Interest
    • Real estate taxes
    • Charitable contributions/deductions
  • Amount paid to daycare provider and their tax ID number
  • Forms 1095-A, B, or C for health coverage
  • Copy of last year's tax return, if possible
    • For returning clients, let us know what location you visited
  • Bank routing and account number for direct deposit or debit.