Meeting with a self-employed tax client to discuss financial wellness.

Advise your self-employed tax clients on financial wellness

May 10, 20191 minute 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.

Editor’s note: This article first appeared on the Intuit® ProConnect™ Tax Pro Center. Check out the other articles about self-employed workers on the Intuit ProConnect™ Tax Pro Center.

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