SF State VITA program offers help during tax season
News + Events : SF State VITA program offers help during tax season
What is the Volunteer Income Tax Assistance (VITA) program?
VITA is an Internal Revenue Service program that provides free assistance to low-income, elderly, limited English-proficient, and disabled individuals who require assistance in preparing their tax returns and cannot afford the services of a paid professional tax preparer
The SF State VITA program is sponsored by the accounting student organization, Beta Alpha Psi, and offers free tax preparation services to individuals with low incomes who cannot afford the services of a paid professional tax preparer, the elderly, those with limited English proficiency, and individuals with disabilities who require assistance in preparing their tax returns.
With over 200 student volunteers each year, the program provides IRS certified training sessions where students learn about the tax practice and engage themselves in the real world of tax.
Who are its volunteers?
SF State's VITA site is completely run by SF State students and alumni. All of the volunteers are required to complete a four-day training, pass basic, intermediate, and advance-level tests, and be certified by the IRS as qualified volunteers.
What are some stats illustrating how VITA has helped people?
2012 Tax Season Highlights
- 1,208 returns processed
- Over 96% successful e-files
- $824,730 of Federal refunds received by clients
- $286,808 of Earned Income Tax Credit (EITC) received
Has VITA been granted awards by the IRS?
The IRS awarded VITA the National Award for Sustained Superior Performance in an IRS VITA Program for 2008. SF State's VITA program has not only been recognized by the local IRS, but also by the Western region. We've won over any UC universities and other highly recognized universities in the Western region.
Who is eligible for assistance?
If your 2012 household income is less than $51,000, you can get FREE tax help!
When and where can people seek your help?
Tax preparation services are offered on a drop-in basis only.
Services also provided in the following languages: Cantonese, Mandarin, Burmese, Spanish, Russian, and Vietnamese.
Science Building, Room 205
San Francisco State University
1600 Holloway Avenue
Drop-In Hours from February 4 to April 15, 2013
- Monday through Friday, from 12:30 p.m. to 6 p.m.
- Saturday, from 9 a.m. to 2:30 p.m.
- Open during Spring Recess (March 25–March 30)
What should they bring?
Taxpayers should bring their:
- Photo ID for each person on your tax return
- Social Security or ITIN card of all family members
- W-2 forms for all jobs held in 2012
- 1099s, 1098 and all other tax forms
- Voided check or bank account & routing number if you prefer direct deposit
- Last year's tax return
- Childcare provider information: total expenses paid for child/day care, Tax ID # (if any)
- Landlord’s name, address, and phone number for CA renter’s credit (if any)
- Passport (applies for international students only)
Elaine Zhang, SFSU VITA Coordinator
John Balingit, Assistant to VITA Coordinator
- View the SFSU VITA powerpoint presentation used for the 2012 BAP Western Regional Conference in Anaheim, CA.
- VITA helps community at tax time
State Board of Equalization Member Betty T. Yee visited the SF State main campus to praise the SFSU VITA program (Volunteer Income Tax Assistance) and the students' efforts to provide tax preparation assistance to Bay Area residents.