Ladder Up is always happy to welcome new talent. We provide extensive training and don’t require any financial or tax knowledge. Our tax sites are full of experienced volunteers and site leaders to ensure you have a great experience every time while giving back to communities and families in need. Sign-Up to volunteer TODAY!
Greet and ensure all clients have their documents ready and check them into the tax site. Help support the tax site with any needs.
Site Support Requirements:
Meets with clients to conduct intake interviews to ensure eligibility for service, and helps clients organize documents and complete intake forms.
Case Reviewer Requirements:
Work one-on-one with clients to complete Federal and Illinois returns using professional tax software.
Tax Preparer Requirements:
Checks prepared returns for errors, reviews returns with clients, and prepares clients for e-file of paper filing.
Quality Reviewer Requirements:
Please follow these steps to get started on volunteering and training.
2. Training: Sign-Up for in-person or virtual training. We recommend all new volunteers attend the in-person training. You can pair up with a buddy and get IRS Certified. Returning volunteers have the option of completing the certification virtually.
IMPORTANT: Once certified, the name on your 13615 MUST match the name on the photo ID you provided us with.