Teresa Young serves as an Income Tax Specialist at LadderUp, where she leverages her extensive background in wealth management and fiduciary responsibilities to empower underprivileged clients from diverse cultural and economic backgrounds. In her role, Teresa is dedicated to providing pro-bono tax preparation services, ensuring...
Teresa Young serves as an Income Tax Specialist at LadderUp, where she leverages her extensive background in wealth management and fiduciary responsibilities to empower underprivileged clients from diverse cultural and economic backgrounds. In her role, Teresa is dedicated to providing pro-bono tax preparation services, ensuring that individuals who may otherwise lack access to financial resources receive the support they need to navigate the complexities of the tax system. Utilizing IRS professional tax software, she conducts thorough interviews with clients, meticulously reviews documentation such as W-2s and 1099s, and prepares accurate Federal and State tax returns.
Teresa's commitment to quality is evident in her practice of performing detailed quality reviews on peer tax returns, ensuring that every submission is error-free and compliant with current tax regulations. Her expertise in strategic planning and risk management allows her to identify potential tax-saving opportunities for her clients, enhancing their financial well-being. Additionally, her strong leadership skills and ability to cultivate relationships enable her to build trust and rapport with clients, making the tax preparation process a collaborative and supportive experience.
Key projects Teresa has undertaken at LadderUp include developing educational workshops aimed at demystifying tax processes for low-income families, thereby fostering financial literacy within the community. By combining her investment strategies and estate planning knowledge with her tax expertise, Teresa not only assists clients in fulfilling their tax obligations but also lays the groundwork for their long-term financial success. Her passion for service and dedication to making a positive impact in the lives of those she serves truly exemplifies her role as a comprehensive wealth manager and relationship cultivator.
