Volunteer Income Tax Assistance (VITA)

Give to COB VITA Efforts

What is VITA? 2027

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.

The IRS's Volunteer Income Tax Assistance (VITA)  offers free basic tax return preparation to qualified 
individuals

VITA sites offer free tax help to people who need  assistance in preparing their own tax returns,  including:

• People who make $70,224 (TY2026) or less
• Persons with disabilities; and
• Limited English-speaking taxpayers
• VITA sites are operated by IRS partners and staffed by volunteers who want to make a difference in their  communities

We offer a variety of convenient tax preparation services to fit your needs, including in-person appointments, online filing, and drop-off options. Additionally, we provide ITIN assistance to help individuals who need it. Best of all, our tax preparation services are completely free!

With 50 years of trusted service, CSULB has become a cornerstone of support for students, faculty, and the surrounding community. Many of our clients have been filing with us for years, trusting our expertise year after year.

PRO TIP:  To ensure you get the assistance you need, we recommend coming in as early as possible, as demand tends to increase as we approach the tax deadline

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 $70,224 or less. Our Team has refunded over $1,390,000 in taxpayer dollars last tax season and performed 2625 Returns.

AGI less than $70,224
- Single, Head of Household, or Married Filing Jointly
- No Cryptocurrency (Stocks and Bonds are fine)
- Yes, we can help International Students
 

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: (No Photocopies or Pictures)
   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.
   4. To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms

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. 

Hours of Operation

• February 1, 2027 - April 10, 2027
• Monday - Thursday from 9:00 AM to 8:00 PM
• Friday from 9:00 AM to 3:00 PM
• Services are first-come, first-served. 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 TBD
• ITIN Applications: Tuesday Only
• Zoom Appointments: Mon-Thurs from 12 PM - 4 PM and Friday 12PM -2 (Last day March 19)
• We offer Face-to-Face, Drops-Offs, Walk-Ins, and Zoom

More Information

• Contact the VITA Coordinator, at vita.csulb@gmail.com or at ‪(562) 247-5426.

Location

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

Park in G lots there is a meter fee : Map of Campus - public transportation to the campus is available.

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.

• Zoom Link and  TBD

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Appointments

Please check this Appointment WEB Site TO BE Determined. For Tax Locations Call 1-800-906-9887 

Review any FAQ Common Questions and Answers You may have for Free Tax Help

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 CSULB COVID-19 guidelines.