Volunteer Income Tax Assistance

Volunteer Income Tax Assistance (VITA) provides free tax filing services to qualifying families that make less than $60,000 a year. The St. Mary’s University VITA site is open to the entire community, but specifically targets residents on the West Side within the University’s Neighborhood Revitalization area.

Taxpayers

Taxpayers must bring the following to receive assistance:

VITA tax assistance

  • Driver’s license or photo I.D. for the taxpayer
  • Social Security Card or Individual Tax Identification Number (ITIN) for all household family members
  • All W-2 Forms
  • Other tax forms received, 1099s, year-end social security statements, etc. (if applicable)
  • Copy of prior year tax return (if applicable)
  • If filing jointly, both spouses must be present

Volunteer

Prasad Padmanabhan, Ph.D., volunteers for the VITA program.For new volunteers, participation in the VITA program requires one day of basic training to teach proper tax software usage and how to apply basic tax laws to real-life client scenarios. Prior tax or accounting knowledge is helpful but is not required. At the VITA website, you will first register as a New User, provide basic demographic information and log out. Then, log back in as a Returning User and select a basic training session.

Volunteers with previous VITA experience must also first register at the VITA website as a New User, provide demographic information, then log out and log back in as a Returning User. As an experienced volunteer, you may sign up directly for advanced training and need not complete the basic training, unless you choose to do so. The advanced training session is designed to refresh an experienced volunteer on the VITA basics and provide preparation to handle advanced situations when working at the VITA site.

Volunteer training dates

Training begins at 9 a.m. and finishes at 5 p.m. Training materials, as well as snacks, light meals will be provided. All training occurs in the Albert B. Alkek Business Building at St. Mary’s University.

  • Saturday, Jan. 14, 2017
  • Monday, Jan. 16, 2017
  • Friday, Jan. 20, 2017
  • Saturday, Jan. 21, 2017
  • Tuesday, Jan. 24, 2017 (Advanced Only)
  • Wednesday, Jan. 25, 2017 (Advanced Only)
  • Saturday, Jan. 28, 2017

More information

If you are interested in volunteering in the VITA program, please contact vitavolunteer@stmarytx.edu.

2016 VITA Results

During the spring 2016 tax season, the IRS received 703 tax returns from the St. Mary’s University VITA site, with refunds totaling just under $1.3 million.

The St. Mary’s site conducted operations each Saturday during the tax season, mid-January through mid-April, at the Center for Legal and Social Justice and conducted several special tax preparation sessions at the University Center for international students. Participants included St. Mary’s students, faculty, staff, alumni and community volunteers. 97 participants worked for a total of 1,930 hours during site operations.

The Greehey Scholars also volunteered on Tuesday afternoons to help students learn how to file their own tax returns and to help international students with returns and other forms that must be filed to satisfy their visa requirements. This resulted in the preparation of an additional 127 returns not included in the IRS totals.

The St. Mary’s VITA Program, which began in 2003, is a joint effort of the Greehey School of Business and St. Mary’s Law School and is under the direction of Tom Madison, Ph.D., CPA, Chair and Professor of Accounting, and Professor of Law and Clinical Professor of Law and Director of Clinical Education, Karen Kelley. Volunteers at the site include St. Mary’s students, faculty and staff, alumni and community members. The site is also supported by Wells Fargo and the IRS.

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