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!
Work with the Site Leader to ensure all clients have their documents and 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. 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.