School of Business

Photo of Kamm Hall

Baldwin Wallace University offers free tax preparation services to the local community through the BW Tax Clinic presented by the School of Business. Preparation services are located in Kamm Hall (main lobby), 191 E. Center Street, Berea.

Due to safety recommendations regarding COVID-19, this tax site is operating as a "drop-off" center for the 2021 tax season. For the health and safety of everyone involved, you will not be able to sit across from your tax preparer as they complete your tax return.

A greeter will meet you at your scheduled time and will review your documents. You must provide ALL required documentation AND a working phone number. A pick-up appointment will be made for the following week before you leave.

Appointments

Preparation appointments MUST be made by:

  • Calling 2-1-1 and following the prompts.

OR

  • Visiting refundohio.org and clicking "Schedule Appointment" at the top of the screen. On the next screen, click the red "In Person Drop Off Appointments" button.

Please do NOT call Baldwin Wallace University to make an appointment.

Appointments can be made between 9 a.m. and 1 p.m. on the following Sundays:

  • February 14
  • February 21
  • February 28
  • March 7
  • March 14
  • March 21

Site Designations and E-Filing

The BW Tax Clinic is partnered with the Cuyahoga County EITC Coalition, designated as an IRS Volunteer Income Tax Assistance (VITA) tax preparation site designed to help low- and moderate-income taxpayers (generally <$57,000) complete their annual tax returns at no cost, and authorized to E-File returns.

In 2019, the Coalition helped more than 148,000 families in Northeast Ohio receive more than $18 million in refunds.

BW has been associated with the Coalition since 2012. During that time, about 160 students have spent more than 3,600 hours preparing over 1,700 tax returns for the local community.

Required Documents

Tax returns are NOT prepared without the appropriate documentation for income and related expenses. Note: Not all tax returns are within the VITA scope of service.

Documents required at the time of your appointment include:

  1. Taxpayer photo ID (driver's license, passport or government-issued photo ID)
  2. Social Security cards for EVERY person listed on the return
  3. All W-2s, 1099s, 1098s, 1095s received for the tax year
  4. Last year's tax return
  5. Bank account and routing number (if using direct deposit for refund)
  6. Childcare provider address and EIN (if applicable)
  7. Identity Protection PIN (if the IRS assigned one to you)
  8. Stimulus payment information

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.