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SF State VITA program offers help during tax season

News + Events : SF State VITA program offers help during tax season

02/12/2013

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.

A photo of the Business building.

The Business building.

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?

2013 Tax Season Highlights

  • 1,441 total individuals and families served
  • 1,284 total e-filed federal returns
  • 1,237 total e-filed CA returns
  • 157 total paper filed returns
  • 114 non-resident returns prepared for international students
  • 95.3% e-file acceptance rate
  • 194 volunteers (all SFSU students and alumni)
  • 6,982 volunteer hours
  • $1,137,096 total federal refund amount
  • $148,770 total CA state refund amount
  • $362,340 total Earned Income Tax Credit (EITC)

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 2013 household income is less than $52,000, 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.

Wheelchair accessible.

Location

Business Building, Room 202
San Francisco State University
1600 Holloway Avenue

Drop-In Hours from February 17 to April 15, 2014

  • Monday through Friday, from 12:30 p.m. to 6:30 p.m.
  • Saturday, from 9 a.m. to 3 p.m.

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 2013
  • 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)

Questions?

Phone

(415) 338-1079

Website

http://userwww.sfsu.edu/bap/vita.html

Email

SFSU VITA Coordinator
vitacoord.sfsubap@gmail.com

Assistant to VITA Coordinator
vita.ad.sfsubap@gmail.com

Related Coverage

 

Betty Yee and students in the SFSU Volunteer Income Tax Assistance office on campus

 

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. 

Learn more about VITA by reading the FAQ.


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