Client Relationships How and Why to Help Your Clients Save at Tax Time 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 Jun 20, 2017 1 min read As many of you may already know from helping your clients with tax preparation, the tax refund may be the largest single boost of income that your client receives in a year. This refund may help put your client on a path to financial stability and prevent potential future financial difficulties. In preparation for the upcoming tax season, we wanted to share with you “The Volunteer Income Tax Preparer’s Toolkit,” produced by researchers at the Center for Social Development at Washington University in St. Louis. While prepared for the volunteer tax preparer, there are helpful resources in the toolkit that tax pro may be able to use when working with taxpayers on how to responsibly save or use their refund. The toolkit explains: This toolkit is designed to give you, the income tax preparer, a background on the whys and hows. The chapters […] show why it’s important to encourage your clients to save at tax time, and they provide evidence to show why encouragement works. The toolkit then offers guidance on how to comfortably, confidently use data, messaging, and behavioral economics techniques in encouraging your clients to save. It also offers insights from other VITA sites’ experiences in operating tax-time savings campaigns. If you want to help prepare your clients to save their refund next tax season, please download “The Volunteer Income Tax Preparer’s Toolkit” here. Previous Post 4 Ways to Build Your Client Relationships: Have Better Boundaries Next Post Above the Forms: Are You Ready for the Rise of… 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 Client Relationships Cash Flow Convenience for Clients Tax Law and News What Tax Preparers Need to Know About the Earned Income… Client Relationships Fraud Associated With the Earned Income Tax Credit Rema… Client Relationships Meet the Difference Makers: Ladder Up Tax Law and News November 2017 Tax and Compliance Deadlines Client Relationships What you can — and can’t — do with your client in… Client Relationships How to Help Your Clients Achieve Financial Well Being W… Tax Law and News What to tell clients about amended returns Client Relationships What to Tell Your Clients About Tax Refund Delays Tax Law and News Tax Return Preparer Fraud Ranks High on 2018 IRS Dirty …