Free Tax Return Preparation
BY APPOINTMENT ONLY
The Volunteer Assistance Tax Program (VITA) offers free tax help to qualifying taxpayers with $67,000 or less of gross income. Saturdays only from February 3 – March 16th
Do You Qualify?
The following requirements are subject to change for the 2023 tax return year, but can be a helpful guide determining eligibility. If one of the following is part of this year’s tax return, we will NOT be able to provide you with assistance:
- More than five (5) capital gains transactions (i.e. stock sales)
- Rental income
- Income from a partnership or trust
- Depreciation related to business income
- Multi-state tax forms
- Form 1040 NR
- We DO NOT do returns for taxpayers “Married Filing Separate”
Held Saturdays by appointment only beginning February 3rd – March 16th.
The clinic will be held on the third floor of the Business Building (No. 3) on Cal Poly’s campus near California Blvd (next to the football stadium). Take the California Blvd. entrance into Cal Poly and follow the signs.
Each client using VITA’s services MUST bring the following items to the clinic in order to process tax returns.
Should questions arise, we recommend that all tax inquiries be directed first to the IRS and then a local enrolled agent or CPA. We do not retain copies of your tax returns, therefore please be sure to keep copies for your records. Those interested in preparing their own tax returns may find online resources via www.myfreetaxes.org to prepare and file their own taxes for free.