Start the Savings Conversation: Tax Time Savings Videos

Tax Time Savings Video Series

This series of four short videos demonstrates why having the savings conversation is critical and what it might look like at various points in the tax preparation process. The videos, in concert with the other tools in this toolkit, will help support you as you become more skilled and more comfortable having savings conversations with your clients.

Talking About Savings

You already have a difficult task in preparing taxes: you face constraints like the amount of time you can spend with each client, and you may feel that broaching savings with clients is too personal. This video discusses why promoting savings at tax time is a critical component of your role as a VITA volunteer, including personal stories from your peers.

Introducing Savings

We often hear from VITA volunteers that they don’t feel comfortable having the savings conversation because they don’t know how to have that conversation. This video shows what the savings conversation could look like at different points in the tax preparation process: when reviewing the Intake Sheet and when entering wage information. The video also includes examples of commonly heard reasons tax filers give for not wanting to save, and how you might respond.

Giving Savings Advice

We often hear from VITA volunteers that they don’t feel comfortable having the savings conversation because they don’t know how to have that conversation. This video shows what the savings conversation could look like at another point in the tax preparation process: when entering dependent information. The video also includes examples of commonly heard reasons tax filers give for not wanting to save, and how you might respond.

Splitting the Refund

This video demonstrates another savings conversation between a VITA volunteer and client. In this scenario, the tax preparer brings up savings and encourages splitting the refunding using federal tax Form 8888, Allocation of Refund.

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