Bookstein Institute

Volunteering

Have You Ever Wanted to Make a Difference in the Community Using Your Professional Skills As a VITA Scholar?

Join the CSUN VITA Clinic this Spring as a VITA Scholar!

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 Is the VITA Scholar Program?

The VITA Scholar Program is designed to provide CSUN accounting alumni or other individuals in the community an opportunity to volunteer in the CSUN VITA Clinic during the tax season. As a VITA Scholar you may be involved in any of the following activities:

  • Supervise and serve as a mentor to VITA students as they complete tax returns on behalf of low income taxpayers. The mentorship may involve supervising student’s work, reviewing returns, and answering questions.  To be able to prepare returns or review returns, the VITA Clinic Scholar must successfully pass the IRS online VITA tax preparer exam-Advanced level and sign the Volunteer Standard of Conduct Form.  Individuals volunteering in this role may be eligible to obtain up to 18 hours of Continuing Education credit. For more information about requirements for Continuing Education credit, please visit the IRS website.
  • Serve as a greeter in one of clinic's sites.
  • Serve as a Spanish language interpreter in one of the clinic's sites.
  • Disseminate at one of our sites financial educational resources and consumer resources available to low income taxpayers in the community.

Would I have Any Professional Liability Exposure for my Volunteer Work as a VITA Scholar?

The Internal Revenue Service Office of Chief Counsel has stated that VITA volunteers are not “income tax preparers” under I.R.C. § 7701(a)(31) because we do not prepare returns for compensation. Thus, CSUN VITA Clinic volunteers who assist taxpayers are not legally responsible for the accuracy of the returns, are not required to sign the returns, and need not retain the records required of commercial income tax preparers.

How do I volunteer for CSUN VITA?

To register as a volunteer for CSUN VITA, you will need a permission number. To request a permission number, click on the link below.

Permission Number Application

Who Do I Contact If I Have Any Further Questions?