Bookstein Institute

For Students

 

Have You Ever Wanted to Make a Difference in the Community While Gaining Valuable Professional Skills?

Join the CSUN VITA Clinic in the Spring 2018!

Permission Number Application 

What is the CSUN VITA Clinic?

CSUN has been a pioneer in the nationwide program of the Volunteer Income Tax Assistance (VITA) Program. The CSUN VITA Clinic, which began in 1970, is designed to be a cost-free income tax assistance service to low-income taxpayers residing in the San Fernando Valley. Our goal is twofold: To provide outstanding free tax preparation service to low income taxpayers in our community and to provide our students with quality experiential learning experience in the field of taxation.

What Will I Gain?

  • Impact the community by helping and empowering low income taxpayers.

  • Understand tax law and the tools available to prepare and file tax returns.

  • Certify as a tax return preparer by taking the IRS VITA certification test.

  • Complete and submit electronically tax returns of low income taxpayers.

  • Acquire valuable client interviewing skills.

  • Develop your oral communication and leadership skills.

  • Distinguish your credentials by strengthening your portfolio of work experience.

  • Accumulate course credit to meet the 150 CPA licensure unit requirement.

 

What Roles Are Available for Students?

1.         Tax Preparer: To serve as a Tax Preparer, you must have a strong verbal communication skills, good interpersonal skills, basic computer skills for entering tax information, ability to take initiative and work with minimal supervision, commitment to strengthening families by increasing self-sufficiency, and successfully complete the training described in more detail below. Students, who are interested in serving as Tax Preparers, must enroll in ACCT 292CS.

2.         Supervisor: To serve as a Supervisor, you must have at least one tax season of experience as a VITA Tax Preparer (or other tax work experience), excellent interpersonal and organizational skills, and successfully complete the training as described in details below. Students, who are interested in serving as Supervisors, must enroll in ACCT 392CS.

3.         Lead Supervisor: To serve as a Lead Supervisor, you must have at least one tax season of experience as a VITA Supervisor (or other tax work experience), excellent interpersonal and organizational skills, and successfully complete the training as described in details below. Students, who are interested in serving as Lead Supervisors, must apply in early fall and enroll in ACCT 498C in the spring semester (enrollment is limited to up to 18 students).

4.         Operations Supervisor:  To serve as an Operation Supervisor, you must have previously served as Lead Supervisor in the CSUN VITA Clinic or have had an equivalent experience. The Operation Supervisor’s role is a paid position of up to 20 hours per week during the tax season. Depending on funding, up to six Operations Supervisors will be hired in early fall by the CSUN VITA Clinic.

What Are the Requirements?

To successfully complete the course, you will be asked to: (a) complete an online (approximately 24 hours) training and an eight hour on campus training; (b) successfully pass online the IRS VITA credentialing exam; (c) complete the required hours of service and the number of shifts required either as a Tax Preparer, a Supervisor, or a Lead Supervisor; and (d) complete a minimum number of tax returns (or in the case of a Supervisor or Lead Supervisor, complete a minimum number of reviewed returns). 

What Kind of Training Will I Get?

The training program is between 24-34 comprehensive program that involves classroom training and online training. The online training can be completed at your leisure starting on November 1, but must be completed no later than January 22. Information regarding the online training can be found here. Similarly, the IRS VITA credentialing exam, which is administered online, must be successfully passed by January 22, 2018. In addition, you would need to take part in a tax software training (10 hours) (scheduled for the third week of January) and if you are a Supervisor or a Lead Supervisor you would need to participate in a two hour supplemental training on January 26, 2018.

Which Course Do I Enroll?

There are three accounting courses that are available for you to choose, depending on your role in the clinic: ACCT 292CS (2,3 or 4 units), ACCT 392CS (2,3 or 4 units), or ACCT 498C (3 units) . Your selection of which course to enroll depends on the number of credit units you are seeking, the number of hours you would like to render as a volunteer, the type of role you would like to assume, and your prior VITA Clinic experience.  Below is a summary of the three course options:

Undergraduate Students:

Course

Units

Role

Hours of Service/ Shifts

Minimum Number  Federal Tax Returns Prepared/Reviewed

Certification Level

Training Hours

Grading Basis

ACCT 292 CS

2 units: ACCT 292 BCS

3 units: ACCT 292 CCS

4 units: ACCT 292 DCS

Tax Preparer

2 units: 24 (6 shifts)

3 units: 48    (12 shifts)

4 units: 72    (18 shifts)

Tax returns prepared:

2 units: 10

3 units: 20

4 units: 30

Advanced

Up to 32

Grade

ACCT 392 CS

2 units: ACCT 392 BCS

3 units: ACCT 392 CCS

4 units: ACCT 392 DCS

Tax Supervisor

2 units: 24 (6 shifts)

3 units: 48   (12 shifts)

4 units: 72   (18 shifts)

Tax returns reviewed:

2 units: 25

3 units: 50

4 units: 75

Advanced

Up to 34

Grade

ACCT 498C

3 units

Lead Supervisor

150 hours

10 tax returns prepared or 25 returns reviewed

Advanced

Up to 34

Credit/ No Credit

 

Graduate Students:

 

Course

Units

Role

Hours of Service

 

Minimum Number  Federal Tax Returns Prepared/Reviewed

Certification Level

Training Hours

Grading Basis

ACCT 698A

1

Tax Preparer or Supervisor

60

30 tax returns prepared or 75 returns reviewed

Advanced

Up to 34

Grade

At the end of the spring semester, you will receive a grade for the VITA course (ACCT 498 are offered on a credit/no credit basis only). Final grade is assigned based on a point system earned by fulfilling the course requirements. 

 

 

What is the Role of a Lead Supervisor?

Students, who are serving in the role of a Lead Supervisor, must enroll in a 3 unit ACCT Internship course (ACCT 498C). A Lead Supervisor supervises the Supervisors and Tax Preparers assigned to the site on a given shift. The Lead Supervisor is responsible for making sure that all returns have been properly reviewed by assigned Supervisor before electronically submitting them for filing. A Lead Supervisor must render at least 150 hours of service. Service must be performed on a weekly basis (8 hours per week recommended). Lead Supervisors must continue engagement in the role of a Lead Supervisor throughout the tax season even if the Lead Supervisor satisfies the minimum hours of service beforehand. In addition, a Lead Supervisor must at a minimum complete a review of 25 federal tax returns, or prepare 10 federal returns. Each completed return may substitute for 2.5 return reviews. Returns completed are recorded on a Performance Report Form and signed off by the Operation Supervisor.  The Performance Report Form is kept by the student throughout the semester and once all requirements are met, the form is uploaded on the VITA Canvas site.

In addition, the Lead Supervisor must fulfill all other duties as described in the Clinic’s Manual, including assisting in facilitating the 8 hour in-class VITA training, as well as participating in CSUN VITA Clinic’s promotional activities.

Applications to serve as Lead Supervisors are processed in September. 

Where Do We Provide Tax Preparation Service and how do I sign up for shifts?

Tax preparation takes place starting January 22 through April 14. You may sign up for hours of service in more than one location, and you may choose to fulfill the required hours of service during the time that works best for your schedule (subject to availability). Each shift must be at least 4 hours long.

1.  Sign Up: Online sign up for desired site selection and shift time begins on January 13, 2017 to all VITA students.

Site Name

Address

Hours of Operation

CSUN Campus

Bookstein Hall Building, Room 1111

18111 Nordhoff Street,Northridge, 91330

Monday-Thursday: 10:00 a.m.- 6:00 p.m., plus Wednesdays and Thursdays 6:00 p.m.- 10:00 p.m.Fridays: 10:00a.m.- 2:00 p.m.

CSUN Float Site

 

Thursday: 10:00 a.m.-6:00 p.m.

San Fernando Public Library

217 North Maclay Avenue,San Fernando, 91340

Monday: 2:00 p.m.- 6:00 p.m.

Sun Valley Public Library

7935 Vineland Avenue, Sun Valley, 91352

Saturdays, 10:00 a.m.- 2:00 p.m.

North Hollywood Public Library 

5211 Tujunga Avenue, North Hollywood 91601Saturday 10:00 a.m. - 2:00 p.m.

Pacoima Public Library

13605 Van Nuys Blvd, Pacoima, 91331

Saturdays, 12:00 p.m.- 4:00 p.m.

Panorama City Public Library

14345 Roscoe Blvd., Panorama City, 91402

Friday 12:00 p.m. - 4:00 p.m.
Beginning March 2, 2018 Saturdays, 10:00 a.m.- 2:00 p.m.

NEW Economics for Women-Canoga Park

21400 Saticoy Street, 2nd Floor, Canoga Park, CA 91304

Tuesday - Thursday: 2:00 pm -6:00 pm; plus Saturdays, 10:00 a.m.- 2:00 p.m.

NEW Economics for Women-Van Nuys

 6931 Van Nuys Blvd. #201, Van Nuys, CA 91405

Monday- Wednesday: 2:00 p.m. to 6:00 p.m., plus Saturdays, 10:00 a.m.- 2:00 p.m.

Friends of the Family

16861 Parthenia St, North Hills, CA 91343

Wednesday, 4:00 p.m.- 8:00 p.m., Saturdays, 10:00 a.m.- 2:00 p.m.

How Do I Enroll in the VITA Course?

Enrollment in the VITA course begins in early November. It requires a permission number. To get a permission number, please complete the Application for VITA Permission Number Form (link provided below).  Once you submit the form online, you will be contacted within one week and be provided with a permission number to enroll in the course through SOLAR. In addition, you will be provided with further information regarding training. 

 

Permission Number Application

Who Do I Contact If I Have Any Further Questions?

Student Testimonials and Profile Videos

"I absolutely loved this program, and wish I had known about it earlier. I really enjoyed being able to help low income taxpayers. For students who have not experienced the real world, this program is a great wake up call. Dealing with all the different type of people was the best part of the program, and getting a smile and thank you as they left gave me more satisfaction than any A in any class. Thank you to all the supervisors and teachers who help keep this program afloat!" -Armen Avedian

"It was a great experience and I am very fortunate to have done an array of tax returns ranging from amended returns to returns with Schedule C." -Kevin Ercomlek

"Fantastic program! I learned a lot both from a technical tax standpoint, and from an interpersonal stand point with learning how to engage with clients. I am very happy to have been a part of this program." -Jack Kravetsky