Educator Tax Strategy & Financial Wellness Survey

 

1. . How familiar are you with tax deductions specifically available for educators? *

 

2. What type of professional expenses do you typically incur that may be tax-deductible? (Select all that apply) *

 

3.  Do you contribute to any retirement accounts specifically for educators (e.g., 403(b), 457 plan)? *

 

4. Which of the following tax topics would you like to learn more about? *

 

5. How do you typically handle your tax filing? *

 

6. What is your biggest concern when it comes to filing your taxes as an educator? *

 

7. Have you ever worked a second job or earned additional income outside of teaching (e.g., coaching, tutoring, summer school)? *

 

8.  If you earn extra income outside of teaching, do you know how to properly report it on your tax return? *

 

9. What would motivate you to seek help from a tax professional? (Select all that apply) *

 

10. Do you currently have a personal financial plan (budget, savings goals, investment strategy, etc.)? *

 

11. Which of the following financial education topics would you be most interested in learning more about? (Select all that apply) *

Check out our survey templates or create your own.