Cal Poly to Provide Tax Preparation for Underserved Communities

The Orfalea College of Business will again sponsor a program to provide tax return preparation assistance at no charge for individuals and families with incomes less than $50,000 a year.

This program is part of the California Central Coast Tax Coalition, which includes Volunteer Income Tax Assistance (VITA) sites around the San Luis Obispo and northern Santa Barbara counties, offered by AARP and United Way of Santa Maria and San Luis Obispo.

Cal Poly’s program will run from 10:30 a.m. to 2 p.m. on Saturdays from Feb. 2 through March 16. Community members should arrive before 2 p.m. to allow sufficient time to complete returns accurately. No appointments are needed; people will be served on a first-come basis.

At Cal Poly tax preparers will be available on the third floor of the Business Building (Building No. 3). Visitors should enter Cal Poly on California Boulevard and follow the signs to the Orfalea College of Business. It is wheelchair accessible, and parking is free.

Those participating are asked to bring their Social Security card or Individual Taxpayer Identification Number, 2011 tax returns and all 2012 tax-related documents (including child-care expenses), and child-care provider identification number and phone number.

The effort is part of the annual VITA program sanctioned and coordinated by the IRS. All returns are prepared by IRS-certified accounting seniors and are reviewed by local tax practitioners. Forms that will be prepared include 1040, 1040A, 1040EZ, 540, 540A, 540EZ, and some supporting forms.

The community service project helps community members and students avoid unnecessary tax fees and tax preparation costs. Spanish-speaking preparers will be available.

For more information about the Cal Poly program, call 805-756-2667 (English and Spanish) or visit