Cal Poly

Orfalea College of Business

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Cal Poly VITA

Location 3rd floor of the Orfalea College of Business (Bld. 03) at Cal Poly
Phone (805) 756-2667

Free tax preparation help

January 30 - March 12
Saturdays
10:30 a.m. - 2 p.m.

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The Cal Poly Orfalea College of Business has been preparing tax returns through the Volunteer Tax Assistance (VITA) program since 1992. The program is sponsored by the California Franchise Tax Board, the Internal Revenue Service, and the Cal Poly Accounting Area.

VITA 2016 Press Release

All tax returns are prepared by Cal Poly accounting students who have gone through extensive training and have passed the IRS and FTB volunteer exams. The returns are then reviewed by local certified tax professionals. Clinics will be held at Cal Poly in San Luis Obispo, in Arroyo Grande, in Paso Robles, and at Allan Hancock College in Santa Maria. See location information below for address and hours of operations.

Please review the requirements below to see if you qualify for this FREE program.

The 2016 VITA program offers free tax preparation help on Saturdays, from 10:30 a.m. to 2 p.m., January 30, 2016 through March 12, 2016. After March 12, the sessions end and volunteers will not be available to answer further questions. Should questions arise we recommend that all tax inquiries be directed first to the IRS and then a local enrolled agent or CPA. We do not retain copies of your tax returns, there for please be sure to keep copies for your records.

No appointment is necessary. For more information in English or Spanish, call 805-756-2667.

Taxpayers meeting program requirements must bring the following where applicable:

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VITA offers free tax help to people whose gross income is $54,000 or less. The following requirements are subject to change for the 2015 tax return year, but can be a helpful guide determining eligibility.

If one of the following is part of this year’s tax return, we will be unable to provide you with assistance:

  • More than five (5) capital gains transactions (i.e. stock sales)
  • Have rental income
  • Have income from a partnership or trust
  • Depreciation related to business income
  • We DO NOT do returns for taxpayers “Married Filing Separate”

Tax Payers meeting program requirements must bring the following where applicable:

  • Photo ID (ex: Driver License)
  • Original or copies of Social Security cards and birth dates for you, your spouse and dependents (if you do not have a social security card, please bring your Individual Taxpayer Identification Numbers or we can obtain one for you if you have not applied for one in prior years)
  • Wage and earning statement(s): Form W-2, W-2G
  • Interest and dividend statements from banks (All Form 1099’s)
  • Date acquired, cost, date sold, and selling price for stock sales
  • For Day Care: Provider’s identifying  number, phone number, and amount paid for care
  • For Renters: Name, address and phone number of landlord
  • Bank routing and account numbers for direct deposit (encouraged)
  • A copy of last year’s federal and state returns if available
  • Health insurance coverage information
  • All other current tax documents/forms including relevant income/expense information

It is extremely important that each person use the correct Social Security number. In addition, both spouses must be present to sign the required forms to electronically file a joint return.

If you do not qualify, please consult the IRS or a local enrolled agent or CPA.

Location

The VITA clinic is located on the third floor of the Orfalea College of Business (building No. 3) at Cal Poly near California Boulevard.

In order to process as many clients as possible, please make sure you qualify for the program and arrive with the materials listed under requirements. Please arrive by 1 p.m. to ensure there is enough time to prepare your return.

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Directions

Take the California Blvd. entrance into Cal Poly and follow the signs.

Alternatively, Take Santa Rosa Street toward Cal Poly. Take Right on Highland and Right on California.

Take Grand Ave. Cal Poly Exit bear right on to N. Perimeter. Take Left on to California.

For more maps of the Cal Poly campus, click here.

Parking is free. Visitors are encouraged to park in lots C2 anC7 on campus.

Cal Poly students will also staff additional VITA clinics throughout the Central Coast in partnership with the United Way of San Luis Obispo County and the United Way of Northern Santa Barbara County. They include:

  • America’s Job Center
    880 Industrial Way in San Luis Obispo
    10 a.m.-2 p.m. Saturdays Jan. 30 through March 12
    No appointments needed; first come, first served
  • Courtland Street Apartments
    150 S. Courtland Street in Arroyo Grande
    10 a.m.-2 p.m. Saturdays Jan. 30 through March 12
    (Myfreetaxes.org coaching only)
    No appointments needed; first come, first served
  • Canyon Creek Apartments
    400 Oak Hill Road in Paso Robles
    10 a.m.-2 p.m. Saturdays Jan. 30 through March 12
    (Myfreetaxes.org coaching only)
    No appointments needed; first come, first served
  • Allan Hancock College Community Education Center
    800 S. College Dr., Building S in Santa Maria
    Open Saturdays Jan. 30 through April 2, closed Feb. 13
    By appointment only; call 805-922-0329 ext. 103

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