School of Business
(440) 826-4000, business@bw.edu

Baldwin Wallace University offers free tax preparation services to the local community through the BW Tax Clinic presented by the School of Business.

The Tax Clinic will run on six Sundays during the 2020 tax season:

February 2
February 9
February 23
March 1
March 15
March 22

Preparation services are located in Kamm Hall (main lobby), 191 E. Center Street, Berea. The Clinic will NO LONGER provide services on a first come, first served walk-in basis. Preparation appointments can be made by calling 2-1-1 or online at refundohio.org. No appointment is needed to drop off tax documents for pick up the following week.

Site Designations and E-filing

The Clinic is partnered with the Cuyahoga County EITC Coalition, designated as an IRS Volunteer Income Tax Assistance (VITA) tax preparation site targeting low and moderate income individuals, and authorized to E-File returns.

Documents Required

Returns are NOT prepared without the appropriate documentation for income and related expenses. A driver license, passport or government-issued photo identification is required of the taxpayer, and a Social Security card must be presented for every person listed on the return.

We cannot prepare a Schedule C with loss, depreciation or use of home expenses.

Training and Supervision for Student Preparers

Under the supervision of faculty, the Clinic allows students to gain valuable, real-world experience, while providing a service to the community. Participating BW students have taken individual income tax courses as well as specific software training. Additionally, IRS VITA site rules require all students to have passed one or more of the IRS exams required to participate as a volunteer.

No Cost, Donations Welcome

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

Questions?

Contact faculty advisor Lynn Schulte at (440) 826-8140 or lschulte@bw.edu.