|4,443 RETURNS DOWN, 6,557 TO GO!
Cherished Number Crunchers,
April Showers Bring May Flowers, and February Tax Returns,
Bring March Money Earned.
But March Tax Returns do that too!
We usually see a lull in client demand in March but similar to last year, a lot of clients have been waiting to file their returns, so we're expecting March to be busier than usual!
Did you come out last weekend? Pat yourself on the back because it was our busiest Saturday yet, and it was awesome! Volunteers and staff completed
550 tax returns and securing
$1,174,944 for our clients.
This coming Saturday should be busy and we still need to fill
72 open spots
. And good news - ProSeries is updated, so no need for awkward tax extender conversations!
If you attended training, but were unable to finish the test, let me know and we can find a time for you to come in and use the software. Also, if you want to try your hand at the Advanced exam, let me know and we can work out a time for you to come in.
Volunteer Program Manager
In this week's newsletter:
Let's keep trucking and serve as many clients as we can!
We are 72 volunteers short of full capacity this Saturday! Sign up now!
Also- please think about signing up for weekday sessions at Kennedy-King College, Olive-Harvey College, Wilbur Wright College, or Harold Washington Library!
We will also be adding 2 hour prep sessions each Tuesday at 1PM. During this time you will complete returns for clients that have dropped off their tax documents for preparation. Visit the Harold Washington Library Site Page and search Drop & Go to sign up!
If you're flexible on Saturday and want to have the most impact, consider signing up for
City Meeting Location or the St. Xavier Meeting Location
we will transport you to and from the site that needs you the most!
VOLUNTEER OF THE WEEK
Meet John Mann, a Ladder Up Advisory Board member who recently joined
and is enjoying the focus on transfer pricing, supply chain and tax reform. He looks forward to other team members joining him at volunteer sessions.
John is also this week's Volunteer of the Week! John has been volunteering for Ladder Up for five years and on the Board for three. He loves heading over to Wilbur Wright
College to do taxes, saying "We have an awesome team there!" because he likes to use his tax background to help others and to work with a group of volunteers who are inspiring. Well, John, YOU'RE pretty darn inspiring, too!
When John's not chipping away at ProSeries, he's snowboarding, cross country skiing, doing yoga or biking-and he's not messing around, he rode 5,000 miles last year, including rips across Wisconsin and through Oregon. He also loves eating Italian food and following Big 10 football and basketball.
Random Question for John:
LU: If you got to have brunch with one person alive or dead, who would it be?
JM: Bruce Springstein. I just read his autobiography. We see his success, but he truly paid his dues and made several strategic decisions to achieve that success. Also, his music is timeless.
It's the last day of Tax-A-Thon and we can't wait to share the results with you next week!
This week's prize winners volunteered at
Addison, Plainfield, and Harold Washington Library! Lucky ducks!
Is there something you have questions about? Something you'd like to practice more? Let us know! Last night we held our very first in-person Quality Review Training. Send me an e-mail if you would be interested in attending and we may put another on the schedule!
Filing Status Quiz
Make sure you understand the nuances of filing status! (with the right link this week).
: Hate telling clients they owe a healthcare penalty? Learn how to check for an affordability exemption!
Quality Review Training:
Not just for Quality Reviewers! This is a great overview of the process that familiarizes volunteers with the interview process, paperwork procedures, and how to talk to clients! Plus, it includes this delightful little video!
Money Coach Training:
Interested in helping clients save even more money at the sites? Take a look at our Money Coach Training. Sign up as a Money Coach, or better yet, sign up as a QR or TP with Money Coach powers!
HELP US GET THE WORD OUT
Become a Ladder Up Brand Ambassador. We're
trying to get hip with the program. Help us get there! Like, share, and comment on our posts. Share pictures of
you and your
Tell us your
favorite Ladder Up story. We want to make taxes cool again- and let's be honest- we need your help!