Welcome Tax-Aid Coaches!

On this page you will find all of the tools you need to work with your clients.  Please click on links below to view resource documents.

Coaching-Agreement

Tax-Aid Pre-Coaching Questions

Talking Points, Initial Session

Client Contact Record

Tax-Aid Goals Worksheet

Talking Points, Session 2

Credit Score Basics

Money-Habitudes-Worksheet

Tax-Aid Spending Plan

Tax Aid Financial Wheel

San Francisco Health Programs Chart

Final Coaching Session Tips

Help your client reach their goal by using the Debt Calculator

Debt Reduction Calculator

Does your client’s goal involve credit repair?   Refer them to the Consumer Credit Counseling Services.   https://www.cccssf.org/services/index.html