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Students helping locals with tax prepration

Cal Poly to Provide Free Tax Preparation for Underserved Communities

Cal Poly’s Orfalea College of Business is providing free tax return preparation assistance through the Volunteer Income Tax Assistance (VITA) program at clinics in San Luis Obispo and Santa Barbara Counties.

Cal Poly’s on-campus VITA clinics will be held from 10:30 a.m. to 2 p.m. Saturdays from Feb. 3 through March 17. Cal Poly students and faculty will also serve clients in other locations in San Luis Obispo and Santa Maria.

More than 125 Cal Poly accounting students will prepare tax returns as part of this year’s VITA program, which is sanctioned and coordinated by the Internal Revenue Service and California Franchise Tax Board. These IRS-certified students will prepare returns; Orfalea College of Business faculty and volunteer certified public accountants will review and file the returns. Students will prepare basic forms for local individuals and families earning less than $54,000. These include 1040, 1040A, 1040EZ, 540, 540A, 540EZ and some supporting forms.

Participants need to bring their ID, Social Security card and/or Individual Taxpayer Identification Number, 2016 tax returns and all 2017 tax-related documents, including child care expenses and health insurance coverage information.

The Cal Poly clinic will be held on the third floor of the Business Building (No. 3). Visitors should enter the campus on California Boulevard and follow the signs to the Orfalea College of Business. Parking is free and available in lots C4 and C7 near the Business Building. The clinic is wheelchair accessible. No appointments are needed; people will be served on a first-come basis. Community members should arrive at Cal Poly before 1 p.m. to allow sufficient time to complete returns accurately.

Clients have the option of filling out necessary forms available on the VITA program website, dropping them off at the clinic, and returning the following weekend to review the tax return and sign necessary documents. Beginning Feb. 10, Cal Poly students and faculty will also provide a free weekly financial literacy seminar to participants at 10:30 a.m.

Students will also staff additional VITA clinics at two other Central Coast locations in partnership with the United Way of San Luis Obispo and Northern Santa Barbara Counties. These include:

  • America’s Job Center of California
    880 Industrial Way, San Luis Obispo
    10 a.m. to 2 p.m. Saturdays, Feb. 3 through March 17
  • Allan Hancock College Community Education Center (Building S)
    800 S. College Drive, Santa Maria
    10 a.m. to 2 p.m. Saturdays, Feb. 3 through March 31 (closed Feb. 17 and March 24)
    By appointment only; call 805-922-0329, ext. 105

Cal Poly’s Orfalea College of Business has hosted VITA clinics on campus since 1992. In 2017, Cal Poly students helped prepare nearly 650 returns for local clients. The clinics serve as a valuable, hands-on senior project, allowing students to prepare returns, interact with clients and help underserved communities.

Students also have the chance to work with faculty members and tax professionals. This year’s VITA program is led by Cal Poly faculty members Trisha Daughtrey and Catherine “Michelle” Curry of San Luis Obispo-based Glenn Burdette, Certified Public Accountants.

For more information, call 805-756-2667 (English and Spanish) or visit vita.calpoly.edu. For more details on the United Way clinics, call 805-922-0329, ext. 105.

For media inquiries, contact Cal Poly faculty member Trisha Daughtrey at 805-756-2931 or tranders@calpoly.edu.

Posted Jan 24, 2018

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