IRS-certified accounting students from the UB School of Management will again provide free tax preparation services to individuals and families with annual incomes below $51,000. The initiative is being led by the UB chapter of Beta Alpha Psi, an international honors organization for accounting and finance students, with help from the UB Accounting Association.
Free tax preparation will be offered from 9:30 a.m. to 5:30 p.m. on a first-come, first-served basis in 100 Allen Hall on Feb. 8, 9, 15, 16, 22 and 23, and Mar. 1, 2, 8 and 9.
Free tax preparation will be offered from 9:30 a.m. to 5:30 p.m. on a first-come, first-served basis in 106 Jacobs Management Center (The John H. Shellum Room) on March 30, April 5, 6, 12, 13.
Q. Do I need to make an appointment to use the free tax preparation service?
A. Tax returns are prepared on a first-come, first-served basis at both the North and South Campus locations.
Q. What materials should I bring on the day of my tax preparation?
A. Participants must bring the following:
Q. Am I eligible to use the free tax preparation service if I itemize deductions?
A. The free tax preparation service is only available to filers choosing to take the standard deduction rather than itemized deductions.
Q. Can tax returns be prepared for international students?
A. Tax preparation for nonresident aliens requires special processing that is beyond the scope of the services provided by Beta Alpha Psi volunteers. F-1 or J-1 students who have been in the U.S. for five years or less and J-1 scholars who have been in the U.S. for two years or less should contact UB's International Student and Scholar Services for income tax filing assistance.
Q. Can tax filings be prepared for previous years?
A. This year, volunteers will prepare tax filings for 2013 only.
Q. How do I contact the free tax preparation service?
A. Send requests for more information to firstname.lastname@example.org or call 716-994-5175. A student volunteer will reply within 48 hours.
Visit the School of Management's Free Tax Preparation Highlights website to view results from previous years.