2022 Free Tax Preparation

IRS-certified students from the UB School of Management will again provide free tax preparation services to individuals and families with annual incomes below $57,000.  

The service is provided by the IRS-sponsored Volunteer Income Tax Assistance (VITA) program with volunteers from the UB chapter of Beta Alpha Psi, an international honors organization for accounting and finance students, and the UB Accounting Association.

Times, Dates and Location

South Campus - 100 Allen Hall

Appointment Required

New this year, to ensure the health and safety of preparers and clients, walk-in clients cannot be accommodated. All tax services will be by appointment only.

Free tax preparation will be offered from 9:30 a.m. to 4:30 p.m. by appointment only. Schedule your appointment by visiting https://calendly.com/mgt-ub-vita.

  • Feb. 19, 20, 26 and 27
  • March 5, 6, 12, 13, 19 and 20
  • April 2, 3, 9 and 10

Finding the South Campus

Finding Allen Hall on UB's South Campus

COVID Safety Guidelines

We are committed to protecting the health and safety of our community while furthering our mission to provide excellent tax preparation service. Ensuring the safety of all program participants is paramount, and anyone coming to campus must follow UB’s health and safety guidelines:

  • All visitors, regardless of their vaccination status, must wear high-quality, tight-fitting, high-filtration masks. Masks are required inside buildings and must be worn properly over the mouth and nose
  • Unvaccinated individuals are encouraged to observe physical distancing wherever practical
  • If you are sick, please stay home and do not come to campus

Frequently Asked Questions

Q. Do I need to make an appointment to use the free tax preparation service?

A. Yes. To ensure the health and safety of preparers and clients, all tax services will be by appointment only. Walk-in clients cannot be accommodated. To schedule your appointment, visit https://calendly.com/mgt-ub-vita.

Q. What materials should I bring on the day of my tax preparation?

A. Participants must bring the following:

Download printable checklist

  1. Proof of identification (state-issued photo ID for each adult, such as valid driver’s license or state-issued ID card)
  2. Social Security cards for you, your spouse and dependents (not a photocopy)
  3. Birthdates for you, your spouse and dependents on the tax return
  4. Wage and earning statements (Form W-2, W-2G, 1099-R, 1099-Misc, 1099-NEC) from all employers
  5. Unemployment compensation statements (1099-G), if applicable
  6. Interest and dividend statements from banks (Forms 1099)
  7. A copy of last year’s federal and state returns, if available
  8. Proof of bank account routing and account numbers for direct deposit, such as a blank check
  9. To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms
  10. Total paid for day care and provider's Social Security Number or business Employer Identification Number
  11. Forms 1095-A, B and C, Health Coverage statements or Health Insurance Exemption Certificate, if received
  12. IRS Letters 6419 (Advanced Child Tax Credit Payments) and 6475 (Economic Impact [stimulus] Payment)

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. UB international students on a nonimmigrant visa may be eligible to use Sprintax to file their taxes.

Q. Can tax filings be prepared for previous years?

A. To accommodate the high demand, volunteers will prepare tax filings for 2021 only.

Q. How do I contact the free tax preparation service?

A. For additional questions, send an email to mgt-freetaxprep@buffalo.edu, and a student volunteer will reply within two business days.