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RSU News

January 10, 2013

RSU to Provide Free Tax Prep Beginning Jan. 28

For the first time, Rogers State University will provide free tax preparation services to the public. The Volunteer Income Tax Assistance program will be staffed by trained and certified volunteers and will be available to any individual making less than $60,000 a year.

The program is open to all communities in the area and appointments will be handled by Claremore-based Community Action Resource and Development, Inc.

Volunteers are RSU students who have successfully completed Internal Revenue Service training and certification exams for federal and state tax preparation. Student work will be reviewed for accuracy by RSU faculty. All students also have achieved ethics certification and signed a confidentiality agreement protecting the privacy of all clients.

"The VITA program offers a valuable, professional service to the community and provides our students a chance to earn the professional hours required to sit for the CPA exam. We guarantee those who take advantage of the free program will receive exceptional service," said P.J. Gorden, RSU instructor of business and VITA administrator.

VITA will open on January 28 and run through tax day, April 15. Hours of operation are Monday and Tuesday, 4:00 to 7:00 p.m. Appointments will be held at the RSU Innovation Center at 2000 University Dr. on the Claremore Campus. The program will close during RSU's spring break, March 18-22.

Clients must provide the following documents for VITA volunteers to prepare their tax returns:

  • Picture proof of identification
  • Physical copies of Social Security cards for you, your spouse and your dependents and/or Social Security Number verification letters issued by the Social Security Administration
  • Birth dates for you, your spouse and your dependents on the tax return
  • Wage and earning statements: forms W-2, W-2G and 1099-R from all employers
  • Bank routing numbers and account deposit numbers for direct deposit
  • Interest and dividend statements (forms 1099)
  • A copy of last year's federal and state returns, if available
  • Total paid for day care providers and their tax identifying numbers (the provider's Social Security Numbers or the provider's business Employer Identification Numbers)
  • All documents issued that state "furnished to the IRS"
  • To file taxes electronically on a married filing jointly tax return, both spouses must be present to sign the required forms

To schedule an appointment, contact Erica Koons at 918-341-5000 ext. 314 or via e-mail at ekoons@cardcaa.org.