The ALPFA Way volunteering for Ladder UP
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When: Saturday
Where: Benito Juarez Community Academy
1450 W Cermak Rd
Chicago, Illinois  60608
United States
Contact: Alberto Ortega

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Volunteering in 2016 with


ALPFA Chicago will be supporting Ladder Up  with its need for volunteer ship for 2016. 

How do you ask? Great Question!

You do not need a tax or finance background to volunteer – Ladder Up provides all training and there are a variety of volunteer roles available: 

Volunteer Roles


(4 Slots Left)

 Intake Specialist

(2 Slots Left)

Tax Preparer

(8 Slots Left)

Quality Reviewer

(5 Slots Left)

  •  Assist other volunteers in working with Spanish-speaking clients.
  •  Age 16 or over
  • Comfortable translating basic financial and tax terms with the assistance of common tax terms glossary provided by Ladder Up
  •  Greet and sign in clients as they enter the tax site
  • Ensure clients are eligible for service and have all necessary documents with them, using a Ladder Up provided checklist.
  • Manage the flow of clients from waiting area to preparers and reviewers.
  • Work one-on-one with clients to complete their Federal and Illinois Tax returns using professional tax software.
  • Assist with the welcome and intake process at the beginning of a session to help the site serve clients more efficiently







  • Review, finalize, print, and assemble completed client returns using a Ladder Up provided checklist.
  • Discuss returns with clients and ensure necessary client signatures are obtained.
  • Reviewers sometimes prepare returns or help with welcome and intake if needed.

(Returning Volunteers Only)


Registration Process 

  1. Register and select 'I am affiliated with ALPFA
  2. Sign up for Training Classes (instructions emailed after signing up within 48 hours)
  3. Sign-Up for Volunteer Sessions. Select: 'Benito Juarez Community Academy'
  4. Sign up for volunteer Session (ALPFA selected volunteer session below).
  5. Complete Volunteer Agreement (Read and fill out form). This is Step 2 in Ladderup's website.


Training & Requirements




ALPFA Volunteer Sessions

Feb 6th, 2016

Benito Juarez Community Academy

(Juarez High School)

1450 W Cermak Rd,

Chicago, IL 60608




Feb 20th, 2016

Mar 5th & 19th, 2016

April 2nd, 2016

WIC Food Center - Kedzie

2400 S Kedzie Ave.

Chicago, IL 60623


POC: Alberto Ortega




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