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Volunteer Opportunities

2022 TAX SEASON VOLUNTEER ROLES:

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!

Ladder Up is excited to open 13 tax sites throughout the Chicagoland area and is offering in-person and drop-off services to clients for the 2022 tax season. Clients will meet with a volunteer to review their documents and complete their tax returns in person. Clients will also have the opportunity to drop off their documents at selected sites and have their tax returns prepared and quality reviewed completely virtual.

Volunteer Roles:



SITE SUPPORT:

Work with the Site Leader to ensure all clients have their documents and help support the tax site with any needs.

Site Support Requirements:

  • Volunteer Standards of Conduct (VSC)
  • Interview/Intake and Quality Review Certification (IIQR)

CASE REVIEWER:

Meets with clients to conduct intake interviews to ensure eligibility for service, and helps clients organize documents and complete intake forms.

Case Reviewer Requirements:

  • Volunteer Standards of Conduct (VSC)
  • Interview/Intake and Quality Review Certification (IIQR)
  • Basic Tax Certification
TAX PREPARER:

Work one-on-one with clients to complete Federal and Illinois returns using professional tax software.

Tax Preparer Requirements:

  • Volunteer Standards of Conduct (VSC)
  • Interview/Intake and Quality Review Certification (IIQR)
  • Basic or Advanced Tax Certification
QUALITY REVIEWER:

Checks prepared returns for errors, reviews returns with clients, and prepares clients for e-file of paper filing.

Quality Reviewer Requirements:

  • Volunteer Standards of Conduct (VSC)
  • Interview/Intake and Quality Review Certification (IIQR)
  • Basic or Advanced Tax Certification


GETTING STARTED:

Please follow these steps to get started on volunteering and training.

1. VolunteerHub: To start the volunteer process, ALL volunteers must log in to VolunteerHub or create a new account (Ladder Up (volunteerhub.com)).

2. Sign-Up for in-person or virtual training. All training can be completed in the comfort of your home or come to our office and pair up with a buddy to get IRS Certified.

IMPORTANT: Once certified, the name on your 13615 MUST match the name on the photo ID you provided us with.