All tax volunteers must attend tax training and must pass the level 1 certification test offered on our website.
If your company offers an on-site training, you will want to check the list of available trainings to see if your company session is posted online, in which case you can sign up for that training session. If you have questions, please contact the Ladder Up liaison at your company or call the Ladder Up office at (312) 466-0771.
If you need to cancel a training or volunteer session for which you have signed up, please remove the session from your personal schedule by logging in to the Ladder Up website and clicking on "My Schedule". Next to each session, you will see a "Remove" button; simply press that button to have that session taken off your schedule.
If you still have a question regarding volunteering, training, or signing up, please don't hesitate to contact the TAP office at (312) 466-0771.
On a Saturday, the length of the session generally depends on how busy the sites are. We try to have the buses leave the sites and arrive back at Harris Bank (111 W. Monroe, Chicago) by 1 PM. If you need to leave a session before then and have access to transportation, please contact our volunteer coordinator at (312) 466-0771 several days before you're scheduled to volunteer to discuss your situation.
Tax training sessions are hands-on workshops intended to familiarize you with how to use Intuit ProSeries software to complete client tax returns. Training lasts approximately 2-2.5 hours. If you are a volunteer with little to no tax background, we ask that you complete the online Tax Basics training module found on our website before you attend a live training. Tax training is available most Fridays during the tax season at Chapman & Cutler (111 W. Monroe St., Chicago). Trainings are also available during the week and on select Saturdays at the Ladder Up office in the Sears Tower (233 S. Wacker Dr., Chicago). Additionally, Ladder Up offers some suburban trainings and may provide an on-site training at your company. You can view available training sessions by logging in to the website and clicking Add Training.
We ask that all volunteers that choose to volunteer at a site within the city of Chicago meet at Harris Bank (111 W. Monroe St., Chicago) so that we can get an accurate count of the number of volunteers for any given Saturday. That count enables us to appropriately distribute volunteers to each of our Tax Assistance Program sites.
For the same reason that we do not offer site selection within the city of Chicago on our website, we ask that volunteers not drive directly to city sites and that they instead meet us at Harris Bank (111 W. Monroe St., Chicago) on Saturday mornings. This enables us to accurately gauge how many volunteers we have for any given Saturday, which then allows us to properly distribute resources to all of our sites. We provide transportation to and from all of our Chicago sites from Harris Bank on Saturday mornings. If you need to drive to a site for a particular reason, please contact the Ladder Up office at (312) 466-0771 and ask for the volunteer coordinator. If you contact us at least several days before you're scheduled to volunteer to discuss your situation, it's possible that we may be able to make arrangements with you.