January 20, 2006
Mike Stepanovich, 661/654-2456, firstname.lastname@example.org,
or Jaclyn Loveless, 661/654-2138, email@example.com
Taxpayers can get free reporting and filing assistance at California State University, Bakersfield through the Volunteer Income Tax Assistance program, or VITA as it is known. Accounting students at CSUB provide free preparation of California and federal tax returns during the tax season that begins Saturday, Feb. 4, and continues every Saturday from 9 a.m. to
5 p.m. through April 8.
CSUB's VITA program will be held in the second floor lobby of the new Business Development Center on the CSUB campus. Free parking is available in either parking lot E or lot J.
The Volunteer Income Tax Assistance Program (VITA) is a nationwide program that provides free tax assistance to individuals who need help with basic income tax return preparation. VITA was established as a nationwide IRS taxpayer service in the 1970s. In California VITA is co-sponsored by the state Franchise Tax Board, so taxpayers can have both their state and federal tax returns prepared at California VITA sites.
VITA volunteers at CSUB will prepare federal 1040EZ and 1040A returns and California 540EZ and 540A returns. They will also prepare less complex "long form" 1040 and 540 returns. VITA volunteers will assist in completing returns and check the accuracy of returns. They will also answer questions from those who wish to file their own returns.
Jim Patten, CSUB accounting professor and a certified public accountant, oversees the program and said all clients get attentive treatment from the student volunteers.
"We have about two dozen of our students volunteering to help people free of charge," Patten said of the program, now in its 14th year at CSUB. He said VITA is geared to helping elderly and low-income taxpayers, "but our experience over the years has shown that VITA serves a broad range of taxpayers."
Also, he said, "the VITA experience is one of the most important items that accounting students can report on their resumes, so VITA is a win-win situation for both taxpayers and volunteers."
Patten trains all the CSUB volunteers, who are upper division accounting majors.
"It's a national program," Patten said of VITA. “As in the past, we prefer that taxpayers make appointments, although we try to accommodate walk-ins.”
The VITA site at CSUB will also have electronic filing available for both federal and state returns. Volunteers will electronically file returns they have prepared and they will electronically file those returns that taxpayers themselves have prepared. All returns will be computer-checked and processed. VITA volunteers can also provide guidance on using the Internet for tax research.
Individuals seeking VITA assistance should bring a photo ID, their Social Security card (copies or originals), a copy of their previous year’s tax returns, plus copies of the current tax year’s W-2 forms and 1099s, and all taxpayer and dependent Social Security numbers and dates of birth for identification. Taxpayers wishing to claim the credit for child or dependent must provide care-provider information: name, address, tax id number, phone number, and amount paid to the provider. Taxpayers should also bring a voided check if they wish a direct deposit of their refunds.
To make an appointment at the CSUB VITA site, please call Patten at (661) 654-2339, or e-mail him at firstname.lastname@example.org .
For a listing of other VITA sites in Kern County and California, go to the Franchise Tax Board web site www.ftb.ca.gov.