Working…
COVID-19 is an emerging, rapidly evolving situation.
Get the latest public health information from CDC: https://www.coronavirus.gov.

Get the latest research information from NIH: https://www.nih.gov/coronavirus.
ClinicalTrials.gov
ClinicalTrials.gov Menu

Tax Preparation Pilot

The safety and scientific validity of this study is the responsibility of the study sponsor and investigators. Listing a study does not mean it has been evaluated by the U.S. Federal Government. Read our disclaimer for details.
 
ClinicalTrials.gov Identifier: NCT04135469
Recruitment Status : Active, not recruiting
First Posted : October 22, 2019
Last Update Posted : April 8, 2020
Sponsor:
Collaborator:
BU Clinical and Translational Science Institute
Information provided by (Responsible Party):
Boston Medical Center

Brief Summary:

The goal of this study to understand what percentage of families in the pediatric clinic at Boston Medical Center (BMC) currently file taxes and use free tax preparation and would accept and use referral to a free tax preparation service. The investigators specifically want to understand which of two methods of connecting to free tax preparation (referral versus navigated connection) is more effective. Also studied will be the feasibility of using surveys on financial wellness and other health indicators to track participants' health.

These pilot findings will be used to design a larger study that aims to assess whether integrating free tax preparation services into a pediatric clinic can increase tax filing rates and, as a result, the amount of money families receive in tax refunds. Additionally, the investigators hope to understand whether receiving this service impacts parental stress as well as how parents and babies are using the healthcare system.


Condition or disease Intervention/treatment Phase
Financial Stress Maternal Distress Other: Referral for tax preparation services Other: Navigator assisted tax preparation services at BMC Not Applicable

Layout table for study information
Study Type : Interventional  (Clinical Trial)
Actual Enrollment : 69 participants
Allocation: Randomized
Intervention Model: Parallel Assignment
Masking: None (Open Label)
Primary Purpose: Health Services Research
Official Title: Integration of Tax Preparation Into Pediatric Clinics: A Pilot Study
Actual Study Start Date : November 13, 2019
Estimated Primary Completion Date : September 2020
Estimated Study Completion Date : September 2020

Arm Intervention/treatment
Active Comparator: Referral for tax preparation
Participants will be given contact information on financial services, including all the free tax preparation services in the city, including Boston Medical Center.
Other: Referral for tax preparation services
Printed materials will be provided with contact information for tax preparation services at BMC and other sites in the city.

Experimental: BMC tax preparation
A navigator will help the participants with using free tax preparation services located at Boston Medical Center or a service located elsewhere in the city.
Other: Referral for tax preparation services
Printed materials will be provided with contact information for tax preparation services at BMC and other sites in the city.

Other: Navigator assisted tax preparation services at BMC
A study navigator will assist the participant in accessing the BMC located tax preparation services.




Primary Outcome Measures :
  1. Financial well being [ Time Frame: 12 months ]
    The consumer financial protection bureau (cfpb) financial -well-being questionnaire will be used to assess financial stability. It has 5 items with scores from from 0 to 4 where 4 is the response associated with the best financial well being. Total scores can range from 0 to 16. They are interpreted with a table stratifying the participants age as 19-61 and 62+ and higher scores are more favorable.

  2. Tax refund [ Time Frame: 12 months ]
    A copy of the IRS tax return form will be reviewed to extract the total tax refund amount

  3. Tax credits [ Time Frame: 12 months ]
    A copy of the IRS tax return form will be reviewed to extract the Earned Income Tax Credit and Child Tax Credit amounts


Secondary Outcome Measures :
  1. Maternal mental health [ Time Frame: 12 months ]
    The Beck depression inventory is a 21 item instrument with options of responses from 0 to 3. Total scores can range from 0 to 63 and are interpreted with this rubric: 1-10, these ups and downs are considered normal; 11-16, mild mood disturbance; 17-20, borderline clinical depression; 21-30, moderate depression; 31-40, severe depression; over 40, extreme depression

  2. Maternal well being [ Time Frame: 12 months ]
    The Flourishing Scale is a 12-item summary measure of well being. Each of the items is self-rated on a a scale of 0 to 10 where 10 is the best possible response related to well being. Total scores can range from 0 to 120. HIgher scores are associated with higher levels of well being.

  3. Parenting skills [ Time Frame: 12 months ]
    The 'Me as a Parent' questionnaire will be used to assess parenting skills. It is a 16 item scale where a parent is asked to rate how strongly they agree or disagree with the statements. Responses range from 1 to 5 with 1- strongly disagree and 5= strongly agree. Total scores range from 16 to 80 and higher scores are associated with stronger parenting skills.

  4. Maternal healthcare utilization [ Time Frame: 12 months ]
    The electronic medical record for the mother/guardian will be reviewed and the total number and types of health care utilized (eg outpatient visits and hospitalizations) will be abstracted.

  5. Child healthcare utilization [ Time Frame: 12 months ]
    The electronic medical record for the child will be reviewed and the total number and types of health care utilized (eg outpatient visits and hospitalizations) will be abstracted.



Information from the National Library of Medicine

Choosing to participate in a study is an important personal decision. Talk with your doctor and family members or friends about deciding to join a study. To learn more about this study, you or your doctor may contact the study research staff using the contacts provided below. For general information, Learn About Clinical Studies.


Layout table for eligibility information
Ages Eligible for Study:   up to 5 Years   (Child)
Sexes Eligible for Study:   All
Accepts Healthy Volunteers:   Yes
Criteria

Inclusion Criteria:

  • Guardian of a child 0-5 years
  • English, Spanish, or Haitian-Creole -speaking
  • Child is a Boston Medical Center pediatric primary care patient

Exclusion Criteria:

  • Guardian not present at time of clinic visit
  • Have no taxable income for the calendar year
  • Not using BMC for pediatric primary care
  • Have already filed their taxes for 2020

Information from the National Library of Medicine

To learn more about this study, you or your doctor may contact the study research staff using the contact information provided by the sponsor.

Please refer to this study by its ClinicalTrials.gov identifier (NCT number): NCT04135469


Locations
Layout table for location information
United States, Massachusetts
Boston Medical Center
Boston, Massachusetts, United States, 02118
Sponsors and Collaborators
Boston Medical Center
BU Clinical and Translational Science Institute
Investigators
Layout table for investigator information
Principal Investigator: Lucy Marcil, MD MPH Boston Medical Center
Layout table for additonal information
Responsible Party: Boston Medical Center
ClinicalTrials.gov Identifier: NCT04135469    
Other Study ID Numbers: H-38575
First Posted: October 22, 2019    Key Record Dates
Last Update Posted: April 8, 2020
Last Verified: April 2020
Individual Participant Data (IPD) Sharing Statement:
Plan to Share IPD: No

Layout table for additional information
Studies a U.S. FDA-regulated Drug Product: No
Studies a U.S. FDA-regulated Device Product: No
Keywords provided by Boston Medical Center:
Tax preparation service
Tax filing
Earned Income Tax Credit (EITC)
Child tax credit