Bookstein Institute

For Taxpayers

Welcome to the CSUN VITA Clinic!

The CSUN VITA Clinic offers free tax preparation services to people with household annual income of $64,000 or less.

 

A Better Way To Do Your Taxes

Applying for an ITIN

Financial Coaching Supported by Wells Fargo

Taxpayer Story - Zumela Reyes

 

When and Where are Services Offered?

The CSUN VITA Clinic is now taking appointments for tax preparation.

 

Our trained student volunteers are available six days a week during the tax season. The CSUN campus is our main site, which operates Monday through Friday between the hours of 10:00 a.m. until 6:00 p.m., Thursday from 10:00 a.m. until 10:00 p.m. On Saturdays, the CSUN VITA Clinic is open for service at multiple remote sites in the community including Pacoima, North Hills, Canoga Park, Van Nuys, Panorama City,  City of San Fernando, Sun Valley, North Hollywood, Granada Hills, and Glendale.  We also have several dedicated sites serving veterans.

Below please find our site along with their opening hours:

Facility

California State University, Northridge (CSUN) - Main Campus

Address

 18111 Nordhoff Street, Northridge, CA 91330, Bookstein Hall Room 1111

Hours of Operation

Monday through Friday by appointment only. 

Directions

 Click here for directions 

Click here to schedule an appointment



Are Appointments Required?

During the off Season

Appointments are required. If you need assistance with scheduling an appointment, please call us at (818) 677-3600 to schedule an appointment.

During the Tax Season

We invite you to make an appointment for the time and location that best works for your schedule. While appointments are highly recommended, they are not required. You are welcome to stop by your desired location at a time that is convenient for you. However, priority will be given to those that make an appointment. If you show up without an appointment, we will do our best to serve you that day. 

What Happens on the Day of My Visit to the CSUN VITA Clinic?

Once you choose a site for your tax return preparation services, you will receive an email confirmation. Please bring your email confirmation with you to your appointment.  Please be sure to arrive at least 15 minutes prior to the scheduled appointment time. When you arrive, you will be asked to complete an intake form and show us that you have the required documents for completing your return.

To expedite the processing of your return, we highly recommend that you complete the intake form prior to your arrival. A copy of the intake form can be found in the links below:

In English: http://www.irs.gov/pub/irs-pdf/f13614c.pdf

En Español: http://www.uwest.edu/vita/forms/form_spanish.pdf

Typically, appointments are expected to last for about 60 minutes.  However, some tax returns may involve more complicated issues and require additional time. 

At the conclusion of your tax preparation session, we will electronically submit your tax return (both federal and state) and provide you with a copy. We will then return all documents to you.

We ask that you complete a satisfaction survey at the conclusion of the session. 

What Documents do I Need to Bring with Me?

A list of the required documents is provided below.

For married filing joint, both spouses must be present

Proof of identification for yourself and/or your spouse

All Forms W-2 and 1099, 1098

Total paid to day care provider and their tax ID number

Information for other income

Birth dates for you, spouse and/or dependents on the return

Information for all deductions/credits

Social Security cards or Individual Taxpayer Identification notices/cards for you, your spouse, and/or dependents

A copy of last year’s tax return, if available.

Forms 1095-A, B or C (Affordable Health Care Statements)

Savings or checking account and routing numbers for direct deposit

For prior year or returns, copies of income transcripts from IRS (and state, if applicable)

Are There Any Types of Tax Returns that you do not do?

Please note that we are unable to complete certain tax returns. For example, regrettably we are unable to serve taxpayers with:

  • Complicated capital gains and losses,
  • Minor’s investment income,
  • Cancellation of debt,
  • Request for Social Security Number,
  • Determination of worker status for purposes of federal employment taxes and income tax withholding,
  • Non-deductible IRA,
  • Small business owners with losses, 
  • Rental income
  • Business use of home
  • Cost of goods sold, and
  • married taxpayers filing separate returns.

 

Additionally, we can not prepare returns for Foreign students with Visas other than F, J, M, and Q; and individuals that have not lived in the U.S. for more than 1/2 a year.  Finally, we provide service to active members of the military only in one of our dedicated veteran sites.

Is Parking Free?

Parking is free at all of our remote sites. While there is free two-hour street parking at the CSUN Campus site, there is a parking fee at the CSUN’s parking structure.  

Parking fees:

  • 1hr = $3.30
  • 2hr = $6.05
  • 4hrs = $8.25
  • All Day = $10.45

Who Do I Contact If I Have Any Questions?

If you have any questions, please feel free to call us at (818) 677-3600 or email us at    .

The volunteer staff at the CSUN VITA Clinic is looking forward to meeting you soon!