APU's Leung School of Accounting Students Offer Free Tax Services Through VITA

The Volunteer Income Tax Assistance (VITA) program is available for local, eligible taxpayers at Azusa Pacific University through the Leung School of Accounting. IRS-certified student volunteers will provide free tax services through income tax return preparation with electronic filing to qualified individuals in the community.

The VITA program at APU will be held every Saturday from Jan. 21 through April 8 (with the exception of Spring Break week, March 4 and 11) from 9 a.m. to 1 p.m. Walk-ins are welcome and appointments are not necessary. Individuals will be served on a first-come, first-serve basis.

If you are interested in receiving additional information about the tax services, please contact Realyn Adelante at radelante@apu.edu.

What is VITA?

Volunteer Income Tax Assistance (VITA) is an IRS-sponsored community program that helps low-to-moderate-income (generally annual income is no greater than $70,000), senior citizens, persons with disabilities, and limited English speaking families and individuals located in Azusa and surrounding communities. IRS-certified student volunteers provide free basic income tax return preparation to qualified individuals.

What to bring to the first day of your appointment:

• Proof of identification (photo ID)
• Social Security cards for you, your spouse, and dependents
• An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse, and your dependents if you do not have a Social Security number
• Proof of foreign status, if applying for an ITIN
• Birth dates for you, your spouse, and dependents on the tax return
• Wage and earning statements (Form W-2, W-2G, 1099-R, 1099-Misc) from all employers
• Interest and dividend statements from banks (Forms 1099)
• Health Insurance Exemption Certificate, if received
• A copy of last year’s federal and state returns, if available
• Proof of bank account routing and account numbers for direct deposit (such as a blank check)
• To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms
• Total paid for daycare provider and the daycare provider’s tax identifying number (such as their Social Security number or business Employer Identification Number)
• Forms 1095-A, B, and C, Health Coverage Statements
• Copies of income transcripts from IRS and state, if applicable

Where is the VITA site located?

Azusa Pacific University - Wilden Hall, 901 E Alosta Ave., Azusa, CA, 91702

• Please park in Parking Lot A off of Citrus Ave. and University Dr.
• Directional signs will be displayed on campus to lead you to the VITA site.

Financial Planning Workshops

In addition to the VITA program, the School of Business and Management will be hosting Financial Planning Workshops open for the community to attend. The workshops are free, and will not require an appointment or reservation to attend. Below are the dates and times for the workshops, along with the topics that will be covered.

• Saturday, Feb. 4 — Tefera Beyenne: Tax management and Social Security
• Saturday, Feb. 25 — James Graham: Career development for financial well-being
• Saturday, March 18 — Timothy Lee: Credit card/credit management
• Saturday, April 8 — Craigh Kuhlman: Long-term financial planning

All workshops listed above will be from 10-11 a.m. For any questions and additional information, please contact the School of Business and Management front desk at sbmstu@apu.edu or call (626) 815-3085.