Resources for tax preparers
For many people, their tax refund is the single biggest check they receive all year. This can make tax time a unique opportunity to save. Our free tools can help you encourage the clients you work with to save as much of their refund as possible.
Strengthen your services
Help staff and volunteers work effectively with taxpayers at your site. As you prepare to open your doors to clients, use these tools to create a practical plan for encouraging tax-time saving, tailored to your site’s needs, capabilities, and clients.
Help taxpayers prepare to file and save
Use these worksheets and handouts with clients before, during, and after their appointment to make sure they’re prepared to file their return and have identified their best options for saving their refund. Many are available in both English and Spanish.