Financial Services
—
filed under:
financial services
Community Volunteer Income Tax Assistance (VITA) programs are in a perfect position to help tax clients make the most of their federal tax refund, which often represents the single largest payment that a low-wage family will receive all year.
-
Financial Education
-
Financial Coaching
- Think of your front-line staff as coaches to your tax clients. Your coaches can assist tax clients in setting and reaching financial goals.
-
Asset Building
- Tax refunds provide clients with a opportunity to save some money and start building assets, no matter how modestly. Find out what products are recommended, and how to deliver them to your tax clients.
-
Linking to Benefits
-
Marketing
- Resources here can help you promote asset building services when providing free tax preparation services.
