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Free Tax Preparation Services Available at UB

By Jacqueline Ghosen

Release Date: December 21, 2012

BUFFALO, N.Y. -- IRS-certified accounting students from the University at Buffalo School of Management will again provide free tax preparation services to individuals and families with annual incomes below $50,000.

Area residents and students are encouraged to take advantage of this opportunity, which will be held on UB’s North and South campuses. The IRS estimates that using such free services can save taxpayers between $100 and $300 in preparation fees.

This service can be especially valuable to low-income tax filers by helping them apply for earned income-tax credits that can provide a needed boost in annual income. The tax credits, which can reduce or completely eliminate income taxes by refunding taxes already withheld from wages, can mean as much as $5,028 for a family with two children.

Free tax preparation will be offered from 10 a.m. to 4:30 p.m. on a first-come, first-served basis in 100 Allen Hall, South Campus, on Feb. 2, 3, 9, 10, 16, 17, 23 and 24. Services also will be offered in 106 Jacobs Management Center (The John H. Shellum Room), North Campus, on March 2, 3, 30 and 31, and April 6, 7, 13 and 14.

Participants must bring the following:

1.      Proof of identification (government-issued ID for each adult, such as driver’s license, state-issued ID card, passport, military ID card, etc.);

2.      Original Social Security card for each filer and dependent;

3.      Date of birth for self, spouse and dependents;

4.      Wage and earning statements (Forms W-2 and 1099) from all employers;

5.      Interest and dividend statements (Form 1099);

6.      Total paid for day care provider and provider’s tax ID number or Social Security number;

7.      A copy of last year's federal and state tax returns, if available; and

8.      Bank routing numbers and account numbers, if direct deposit is desired.

The tax service is coordinated by the UB chapter of Beta Alpha Psi, an international honors organization for accounting and finance students, with help from the UB Accounting Association.

Frequently asked questions as well as maps and directions can be found online at http://mgt.buffalo.edu/freetaxprep. Additional questions can be directed to mgt-freetaxprep@buffalo.edu and a student volunteer will reply within 48 hours.

Please note that tax preparation for nonresident aliens requires special processing that is beyond the scope of the services provided by Beta Alpha Psi. UB international students on a nonimmigrant visa should visit UB’s International Student and Scholar Services website at http://wings.buffalo.edu/intlservices/workdesc.html#tax for more information.

The UB School of Management is recognized for its emphasis on real-world learning, community and economic impact, and the global perspective of its faculty, students and alumni. The school has been ranked by Bloomberg Businessweek, the Financial Times, Forbes, U.S. News & World Report and The Wall Street Journal for the quality of its programs and the return on investment it provides its graduates. For more information about the UB School of Management, visit http://mgt.buffalo.edu.