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What is VITA?

The Volunteer Income Tax Income (VITA) is an IRS program that provides free income tax preparation to low-income, students, the elderly, non-residents, and limited English proficiency individuals. 

Filing Taxes

Get your tax returns prepared at the CSU Long Beach VITA site. IRS-certified tax preparers can assist you in preparing both federal and state tax returns.

The Facts

Our CSU Long Beach College of Business VITA program is available to qualifying taxpayers with an income level of $67,000 or less. Our Team has refunded over $1,200,000 in taxpayer dollars last tax season. 

Necessary Items

1. Photo ID:
   1. Government-issued photo ID for you and your spouse (e.g.,
      driver's license or passport).
2. Social Security or ITIN Documents:
   1. All family members should have an original Social Security card or ITIN document. (physical copy)
3. Income Forms:
   1. All W-2 forms from employers.
   2. 1099 forms for other income.
   3. 1098 forms for mortgage interest or educational expenses.
4. Additional Income and Expenses:
   1. Information on any other income or deductible expenses.
      1098-T form for tuition fees, if applicable.
5. Daycare Expenses:
   1. Information from your daycare provider: address, phone
      number, and ID number (Social Security Number or Employer
      Identification Number).
6. Direct Deposit:
   1. The bank account and routing number are used for direct deposit refunds.
7. Previous Tax Return:
   1. Last year's tax return (helpful but not required).
8. For ITIN Applications:
   1. SSN Rejection Letter (if applicable).
   2. Passport (required for ITIN application).
   3. If no passport: USCIS photo ID, U.S. visa, or U.S. driver’s license
      with supporting documents.

Tax Preparation Options

• We offer face-to-face and virtual (Zoom) services. You can choose from walk-ins, appointments, and drop-offs.
• Walk-ins welcome.
• Appointments are not necessary but preferred. If you would like to make an appointment: 

Hours of Operation

• January 27, 2024 - April 9, 2024
• Monday - Thursday from 10:00 a.m. to 8:00 p.m.
• Friday from 9:00 a.m. to 3:00 p.m.
• Services are first-come, first-serve. Appointments will be prioritized. The last client will be accepted at 7:00 pm from Monday to Thursday and 1:30 pm on Friday.
• Closed for some Spring Break from  Monday, March 31 - Sunday, April 6
• ITIN Applications: Mondays Only
• Zoom Appointments Only: Mon - Weds from 12 PM - 4 PM
• We offer Face-to-Face, Drops-Offs, Walk-Ins, and Zoom

More Information

• Contact  VITA Coordinator, at vita.csulb@gmail.com or at (562) 277-1146.

Location

Driving Address: 1250 Bellflower Blvd, Long Beach, CA 90840

Park in G lots there is a meter fee :

We are located in the computer lab of the College of Business Building, Room 243

Online Tax Preparation

• We are open for virtual walk-ins and appointments on Zoom.
•  and  TBD

COVID Precautions

• ​​​​​​If you are sick or showing symptoms of sickness, please stay home and participate in our virtual tax preparation services through our Zoom link.
• Masks are required for all clients. Free masks will also be provided to those without one.
• In-person services are subject to change according to ºÚÁÏÍø COVID-19 guidelines.