You work hard to help your clients file their returns for free, as a part of your efforts to increase the financial well-being of low-to-moderate income households in your community. But do you really know how well they're doing? We can help you find out.
The Taxpayer Opportunity Network is piloting a project to help you gather savings and financial well-being data among your VITA clients. The data collected through this project will also advance the national conversation about the financial well-being of VITA clients.
In partnership with several national organizations, we have developed a 12-question survey that we can directly input into the custom questions fields in the TaxSlayer site set up.
You can find a copy of these questions here.
Thank you in advance for your participation in this program!