BW School of Business free tax clinic

The BW Tax Clinic gives students faculty-supervised, real world experience, while providing a valuable, free service to the community.

School of Business Offers Free Tax Preparation as an IRS VITA Site

January 26, 2016

BW School of Business free tax clinicTax season is rolling back around and, once again, Baldwin Wallace University will offer free preparation services to the local community through the Tax Clinic, presented by the BW School of Business. The Clinic will run on select Sundays during the months of February and March.

Tax preparation for area residents will be provided on a first come, first served basis between the hours of 9 a.m. and 3 p.m. on the following Sundays: February 7, 14, 21and 28, as well as March 13 and 20. The total number of preparations that can be completed each Sunday is limited and will vary depending on the complexity of individual returns. Services are located in Kamm Hall – main lobby area, 191 E. Center Street, Berea.

Faculty Supervised Community Service

Under the supervision of faculty, the BW Tax Clinic allows students to gain valuable, real world experience, while providing a valuable service to the community.

“This is one of many outreach programs that BW is pleased to make available,” said John Lanigan, Dean of the BW School of Business. “Community service is embedded in the BW mission and we work to integrate a variety of programs that benefit both our students and our neighbors into the co-curricular experience.” 

Designated IRS VITA Site

The BW Tax Clinic is partnered with the Cuyahoga County EITC Coalition and designated as an IRS Volunteer Income Tax Assistance (VITA) tax preparation site targeting lower income individuals. This tax preparation service increases tax compliance by encouraging families to E-file their taxes on time and accurately.  It also provides an entry point for families to determine eligibility for and claim public assistance.

Returns will not be prepared without the appropriate documentation for income and related expenses. Identification is required of the taxpayer and a Social Security card must be presented for each dependent claimed on the return.

20+ Years of Outreach Fueled by Specially Trained Students

Participating BW students have taken individual income tax courses as well as specific software training. Because this is an IRS VITA site, all students have passed one or more of the IRS exams required to participate as a volunteer.

The tax Clinic has served hundreds of taxpayers for more than 20 years; it’s been a VITA site since 2013. In 2015, 30 faculty supervised student volunteers prepared returns for 200 clients free of charge.

Donations and Information

Though the Clinic provides free tax preparation, donations to the Baldwin Wallace University Accounting Association can be made to support accounting scholarships.

For more information, faculty advisor, Lynn Schulte can be reached at lschulte@bw.edu or 440-826-8140 or visit https://www.bw.edu/centers/tax-clinic/