Bookstein Institute

Annual Reports and Newsletters

csu5_2024_report_thumb
2024 CSU5+ Collaboration Report

Volunteer Income Tax Assistance (VITA) Programs, in partnership with the Internal Revenue Service, have long operated on individual CSU5 campuses to provide free tax services to individuals and families in Los Angeles County with low-to-moderate incomes, including the elderly, those with disabilities and/or those who lack English-language proficiency. These important tax services are provided by faculty, staff and trained student volunteers from our respective accounting departments. Read the 2024 CSU5+ Collaboration Report

CSUN-vita_2024_report_thumb
2024 Annual Report

Liberated from the restraints of the pandemic, the CSUN Volunteer Income Tax Assistance (VITA) Clinic came back strong to clinch the top ranking among more than 6,700 VITA sites nationally in terms of returns transmitted. Powered by more than 250 student volunteers, CSUN VITA provided free tax preparation and financial coaching to over 8,500 low-income taxpayers in Los Angeles County. Read the 2024 Annual Report

2023 CSU5+ Collaboration Report
2023 CSU5+ Collaboration Report

Volunteer Income Tax Assistance (VITA) Programs, in partnership with the Internal Revenue Service, have long operated on individual CSU5 campuses to provide free tax services to individuals and families in Los Angeles County with low-to-moderate incomes, including the elderly, those with disabilities and/or those who lack English-language proficiency. These important tax services are provided by faculty, staff and trained student volunteers from our respective accounting departments. Read the 2023 CSU5+ Collaboration Report

2021 Annual Report2023 Annual Report

Liberated from the restraints of the pandemic, the CSUN Volunteer Income Tax Assistance (VITA) Clinic came back strong to clinch the top ranking among more than 6,700 VITA sites nationally in terms of returns transmitted. Powered by more than 250 student volunteers, CSUN VITA provided free tax preparation and financial coaching to over 8,500 low-income taxpayers in Los Angeles County. Read the 2023 Annual Report

2022 CSU5+ Collaboration Report
CSU5+ Collaboration Report

Volunteer Income Tax Assistance (VITA) Programs, in partnership with the Internal Revenue Service, have long operated on individual CSU5 campuses to provide free tax services to individuals and families in Los Angeles County with low-to-moderate incomes, including the elderly, those with disabilities and/or those who lack English-language proficiency. These important tax services are provided by faculty, staff and trained student volunteers from our respective accounting departments. Read the 2022 CSU5+ Collaboration Report

2021 Annual Report2022 Annual Report

I am pleased to report that powered with over 230 student volunteers, the CSUN VITA Clinic has far exceeded our results from last year by over 18%. During the just concluded tax season, students at the clinic have offered in person and virtual tax preparation services to over 7,300 low-income taxpayers. This is more than 18 times as many taxpayers served compared to the tax season in 2015, when less than 370 taxpayers were served. Read the 2022 Annual Report

2021 Annual Report2021 Annual Report

I am delighted to report that despite the challenges posed by the global pandemic, the CSUN VITA Clinic has managed to continue to thrive by training over 220 student volunteers and serving almost 6,000 taxpayers. Our student volunteers and staff have demonstrated the highest level of resiliency and commitment to low-income taxpayers in our community during these difficult times. Read the 2021 Annual Report

2020 Annual Report2020 Annual Report

In its 50 years of operations, the CSUN VITA Clinic had to endure many unpredictable challenges. But none of those experiences truly prepared us for the monumental test of confronting a global pandemic, while striving to maintain access to vital services for so many low-income taxpayers who have come to rely on us each year. Read the 2020 Annual Report

2019 VITA Clinic2019 Annual Report

Celebrating its 49th year, the CSUN VITA Clinic once again broke records. Powered by a record 514 volunteers, the CSUN VITA Clinic provided free tax preparation to over 8,700 low-income taxpayers in Los Angeles County. In all, we have helped taxpayers claim more than $10 million in tax refunds and $4.8 million in tax credits, and saved them over $1.8 million in tax preparation fees. Read the 2019 Annual Report

2018 CSUN VITA Clinic

2018 Annual Report

Celebrating its 48th year, the CSUN VITA Clinic has once again broken records. Powered by 450 volunteers, the CSUN VITA Clinic has offered free tax preparation to over 7,500 low-income taxpayers in Los Angeles County. This continued level of growth has positioned the CSUN VITA Clinic as one of the largest VITA sites in California. Read the 2018 Annual Report

2017 Annual Report

2017 Annual Report (PDF)

I am pleased to report on another transformative year for the CSUN VITA Clinic. As you may recall, last year the clinic experienced an exponential growth, serving more than 3,600 taxpayers -- almost a tenfold increase from the previous year. Powered with almost 350 student volunteers, this year the CSUN VITA Clinic provided free tax preparation services to over 6,000 low-income taxpayers in our community. Read the 2017 Annual Report (PDF)

2017 Annual Report Newsletter

2017 Newsletter

For the second year in a row, CSUN’s Volunteer Income Tax Assistance (VITA) Clinic broke a record in its transformative growth trajectory. VITA Clinic student volunteers served a record 6,012 low-income taxpayers for the tax season that just concluded on April 18, far exceeding its goal of serving 4,000 households. Read the 2017 Newsletter

2016 Annual Report

2016 Annual Report (PDF)

The CSUN VITA (Volunteer Income Tax Assistance) Clinic, established in 1970 as the first in the nation VITA Clinic, is a university affiliated program providing low- to middle-income Los Angeles area residents with free, quality tax return preparation. Read the 2016 Annual Report (PDF)

2016 Annual Report

2016 Newsletter

The CSUN VITA Clinic is making a dramatic impact in the lives of taxpayers and the community. Read the 2016 Newsletter