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

February 1 - March 15
Saturdays 10:30AM - 2PM

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

VITA 2014 Press Release

All tax returns are prepared by Cal Poly Seniors 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.

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

The 2014 VITA program offers free tax preparation help on Saturdays, from 10:30 a.m. to 2 p.m., February 1 through March 15. After March 16, 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 which can be found in a phone book. We do not retain copies of your tax returns, there for please be sure to keep copies for your records. Thank you for your interest and we hope to see you during our next operating season!

No appointment is necessary, and for more information call 756-2667.

VITA Requirements

VITA Office

The Volunteer Income Tax Assistance (VITA) Program offers free tax help to people whose gross income is $51,000 or less. The following requirements are subject to change for the 2013 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)
  • Social Security number and Birth Dates for you, your spouse and dependents (if you do not have a social security card, please bring your ITIN #s 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 #, Phone #, and amount paid for care
  • For Renters: Name, Address, and Phone # of landlord
  • Bank routing and account numbers for direct deposit (encouraged)
  • A copy of last year’s federal and state returns if available
  • All other current Tax docs/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 Site is located on the 3rd floor of the Orfalea College of Business (Building #3) at Cal Poly.

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.

 

Cal Poly Map

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.

There will be free parking!

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