Client Relationships Advise Your Self-Employed Tax Clients on Financial Wellness Read the Article Open Share Drawer Share this:Click to share on Twitter (Opens in new window)Click to share on Facebook (Opens in new window)Click to share on LinkedIn (Opens in new window) Written by Intuit Accountants Team Modified Apr 10, 2019 1 min read Any time of the year, and especially just following the annual tax deadline, is a good time to help your self-employed tax clients better understand their personal finances. According to the 2019 Personal Finance Study conducted by QuickBooks® Self-Employed, one in three respondents admitted to always thinking about their personal finances, two in three said they think about personal finances at least once per day, and four out of five said they were financially motivated to become an entrepreneur. Survey results are included in a comprehensive article on the QuickBooks Resource Center. Topics covered include cash flow, credit scores, retirement and even healthcare coverage. Review the results of the study and consider how you can advise your self-employed clients to help improve their financial wellness. Check out the other articles about self-employed workers on the Intuit® ProConnect™ Tax Pro Center. Previous Post 6 Ways to Deal With Difficult Tax and Accounting Clients Next Post Creative approaches to problem solving Written by Intuit Accountants Team The Intuit® Accountants team provides ProConnect™ Tax, Lacerte® Tax, ProSeries® Tax, and add-on software and services to enable workflow for its customers. Visit us at https://proconnect.intuit.com, or follow us on Twitter @IntuitAccts. More from Intuit Accountants Team Comments are closed. Browse Related Articles Practice Management Transforming your tax firm for the future Advisory Services Measuring your firm’s ROR Tax Law and News Pass-through entity taxation for business growth Tax Law and News August 2024 tax and compliance deadlines Practice Management Tech lag named top risk in QuickBooks® survey Practice Management 4 key factors for choosing new tax software Practice Management S corporation basis tracking in Intuit® Tax Advisor Grow your practice Maximize revenue without chasing new leads Tax Law and News IRS aims to close tax loopholes for wealthy Tax Law and News Update: Tax breaks for victims of natural disasters