Our Veteran site locations are only open during the tax season. However, we are still offering our free tax preparation services at our main office, CSUN VITA. Please click here to make an appointment.
We invite you to make an appointment for the time that best works with your schedule. If you need assistance with scheduling an appointment, please call us at (818) 677-3600.
To schedule an appointment online, click here.
Once you choose a site for your tax return preparation services, you will receive an email confirmation. Please bring your email confirmation with you to your appointment. Please be sure to arrive at least 15 minutes prior to the scheduled appointment time. When you arrive, you will be asked to complete an intake form and show us that you have the required documents for completing your return.
To expedite the processing of your return, we highly recommend that you complete the intake form prior to your arrival. A copy of the intake form can be found on the links below:
In English: http://www.irs.gov/pub/irs-pdf/f13614c.pdf
En Español: http://www.uwest.edu/vita/forms/form_spanish.pdf
Typically, appointments are expected to last for about 60 minutes. However, some tax returns may involve more complicated issues and require additional time. If you are a small business owner or have rental income, please be sure to schedule a 90-minute appointment.
At the conclusion of your tax preparation session, we will electronically submit your tax return (both federal and state) and provide you with a copy. We will then return all documents to you.
We ask that you complete a satisfaction survey at the conclusion of the session.
A list of the required documents is provided below.
For married filing joint, both spouses must be present
Proof of identification for yourself and/or your spouse (Military ID)
All Forms W-2 and 1099, 1098
Total paid to daycare provider and their tax ID number
Information for other income
Birth dates for you, spouse and/or dependents on the return
Information for all deductions/credits
Social Security cards or Individual Taxpayer Identification notices/cards for you, your spouse, and/or dependents
A copy of last year’s tax return, if available.
Forms 1095-A, B or C (Affordable Health Care Statements)
Savings or checking account and routing numbers for direct deposit
For prior year or returns, copies of income transcripts from IRS (and state, if applicable)
Please note that we are unable to complete certain tax returns. For example, regrettably we are unable to serve taxpayers with complicated capital gains and losses, minor’s investment income, cancellation of debt, request for Social Security Number, determination of worker status for purposes of federal employment taxes and income tax withholding, non-deductible IRA, small business owners with losses, and married taxpayers filing separate returns. Additionally, we can not prepare returns for Foreign students with Visas other than F, J, M, and Q; and individuals that have not lived in the U.S. for more than 1/2 a year.
If you need us to help you with multiple year returns, we ask that you leave the documents with us and come back to pick up your returns one week later.
To proceed with scheduling your appointment for a free tax return preparation, please click HERE.
Parking is free at all of our remote sites. While there is free two hour street parking at the CSUN Campus site, there is a parking fee of $8 at the CSUN’s parking structure.
The CSUN VITA Clinic only offers the virtual tax preparation service during the tax season.