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Students volunteer to prepare taxes

Twenty-nine students and two faculty members from CSU Monterey Bay are preparing income taxes for free during the next few months at various locations around the area through the Volunteer Income Tax Assistance program. VITA is coordinated by the United Way of Monterey County.

The volunteer tax-preparers took training classes over the semester break and were certified by the IRS through an exam before beginning to work with clients. The student volunteers come from the university's School of Business. Most are in the accounting concentration; some are satisfying their service-learning requirement.

The service is available at four locations in Salinas, and in Seaside, Castroville, Soledad and King City. Some students also work at locations in Santa Cruz County.

This is the second year that business students and faculty members are volunteering with the program. Approximately $100,000 in income tax refunds was returned to clients, and by extension, the local community, as a result of their work last year.

Susan Morse, service-learning instructor in the School of Business, is “always looking for ways to incorporate community involvement addressing issues of justice, culture and equity with activities that use and expand students’ business skills,” she said. “VITA does both.”

Accounting professor Cathy Ku was also involved with recruiting students and coordinating the various agencies involved.

The program reaches out to low-income wage earners who can’t afford income tax preparation assistance or are not aware that they may be eligible for tax refunds. To be eligible for the program, household income must be less than $49,000.

“The community also benefits from an infusion of otherwise lost income as the refunds are, for the most part, spent locally,” Morse said.

Click here for more information or to download aflyer listing the Monterey County locations, or call 211.