Whether you prefer to help by working directly with clients or by providing support behind the scenes, we have a position for you! Most roles do not require previous experience; we provide training and certification at no cost to our volunteers.
Our programs serve our income-qualified clients in three ways:
- Preparing Federal and Illinois tax returns at no charge, helping clients to maximize savings and claim credits for which they are eligible;
- Improving financial health by providing group presentations on basic budgeting, credit building, and/or tax tips and working one-on-one with members of our Project Money financial coaching program
- Representing and advising taxpayers who have problems with the IRS or Illinois Department of Revenue in coordination with Tax Clinic professional staff or pro bono CPAs, enrolled agents, or lawyers
As you may or may not know, we recently merged with Ladder Up, another powerful VITA organization that has also been focused on the same mission of free tax prep and financial services for over 25 years.
If you volunteered with us during the regular tax season, we hope that you will join us during our summer sessions. We will use these months to continue serving clients and to pilot some new volunteer roles and refine site operations and flow. We would love for you to take part in this process.
Please register for Volunteer Shifts here: https://goladderup.volunteerhub.com/
If you are new to using ProSeries as a tax preparation software, stay tuned! We have a short training module for you to watch, and you are welcome to sign up for a self-guided practice session on Volunteer Hub in our new office to try out the new software on your own time. When you come out to a tax site, we will have electronic and paper copies of a ProSeries Tax Manual, which provides guidance on how to input most tax situations into the software.
If you have any questions, please contact our Volunteer Engagement team at email@example.com or (312) 409-1555.