We’ve helped put $1.42 billion back in the pockets of those who need it most.

Ladder Up is excited to open 13 tax sites throughout the Chicagoland-area and is offering in-person and drop-off service to clients for the 2022 tax season. Clients will meet with a volunteer to review their documents and complete their tax return 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 remote.

2022 TAX SEASON VOLUNTEER ROLES

Case Reviewer

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

Prerequisites

  • IRS Volunteer Standards of Conduct Test
  • IRS Intake/Interview & Quality Review Test
  • IRS Basic Tax Certification

Tax Preparer

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

Prerequisites

  • IRS Volunteer Standards of Conduct Test
  • IRS Intake/Interview & Quality Review Test
  • IRS Basic/Advanced Tax Certification

Quality Reviewer

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

Prerequisites

  • IRS Volunteer Standards of Conduct Test
  • IRS Intake/Interview & Quality Review Test
  • IRS Basic/Advanced Tax Certification

 

 

Site Leader

Works with site leadership team, supported by Ladder Up staff, to manage clients and volunteers at a site, and ensure the highest level of quality and efficiency throughout the tax preparation process.

Prerequisites

  • IRS Volunteer Standards of Conduct Test
  • IRS Intake/Interview & Quality Review Test
  • IRS Advanced Tax Certification
  • IRS Site Coordinator Test

Training & Getting Started

Training for the 2022 tax season is here!

Please follow these steps to get started on training and make sure to visit our Training and Certification tab for more resources.

  1. VolunteerHub: To start the volunteer process, ALL volunteers must log into VolunteerHub or create a new account (Ladder Up (volunteerhub.com)).
  2. Link & Learn Certification Center: Make sure to complete all required exams for your role. Instruction guides are available for Link & Learn in Training and Certification tab. Please be sure to upload an image to VolunteerHub of your Volunteer Standard of Conduct (Form 13615) that is auto-generated from Link & Learn.

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

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FAQ

  • Do I need a tax or finance background to volunteer?

    No tax preparation experience is necessary to get involved. All tax and software training is provided.

  • What training do I need to complete? Can I complete it online?

    All training can be completed online, at your own pace. All volunteers are required to complete a Volunteer Standards of Conduct quiz, Intake/Interview, and Quality Review quiz, and a Tax Certification Exam (basic-level or advanced-level certified). These tests can all be completed through the IRS Link & Learn program.

    We expect that training will open in early-December, and we’ll be sending out more information about how to complete training in our Ladder Update newsletter!

  • Am I liable if I make a mistake on someone’s tax return?

    All volunteers who have complied with the following program policies are not liable for mistakes on a client’s return:

    • Complete the mandatory IRS prerequisites for the current filing season
    • Successfully pass the IRS certification exam required for your volunteer role for the current filing season
    • Prepare or review returns only within the scope of your certification level
  • Who can I contact if I have more questions?

    Please scroll down to the bottom of this page to complete the Contact Us section and select “TAP Volunteering” from the dropdown menu. Or reach out to us at volunteer@goladderup.org or 312-409-1555 ext. 6

  • When are volunteer shifts available?

    Volunteer shifts are available Monday-Saturday. Our tax season begins on January 24th and typically runs through April 18th.

  • Where are your tax sites located?

    On January 24, we will begin tax services at our Harold Washington Library site in the Loop.  We have identified site partners and plan to open 13 tax site throughout the Chicago and suburban area.

    Visit our locations page to find a tax site near you!