Bookstein Institute

VITA for Veterans

 Veteran Initiative Program (VIP)

With generous support from Citi Community Development, the CSUN VITA Clinic is proud to offer free tax services to Los Angeles County's veteran population at select veteran resource centers or veteran serving institutions in Los Angeles County during the tax season.

Veteran Tax Service

When and Where are Services Offered?

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.  

Facility

California State University, Northridge (CSUN) - Main Campus

Address

18111 Nordhoff Street, Northridge, CA 91330, Bookstein Hall Room 1111

Hours of Operation

Monday through Friday by appointment only. 

Directions

 Click here for directions

Click here to schedule an appointment

Are Appointments Required?

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.

What Happens on the Day of My Visit?

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. 

What Documents do I Need to Bring with Me?

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)

Are There Any Types of Tax Returns that you do not do?

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.          

Do You Help With Completing Prior Year Returns?

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.

How Do I Schedule an Appointment for Free Tax Return Preparation Services?

To proceed with scheduling your appointment for a free tax return preparation, please click HERE.  

Parking at the Sites

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.  

Virtual Tax Preparation

The CSUN VITA Clinic only offers the virtual tax preparation service during the tax season.