Client Relationships

Advise Your Self-Employed Tax Clients on Financial Wellness

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.

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

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