Where should bank or credit union offerings be located according to VSC #3?

The correct choice emphasizes the importance of maintaining clear boundaries between financial service offerings and the tax preparation process. According to VSC #3, financial products, such as those offered by banks or credit unions, should be positioned in a separate space from tax returns. This approach helps to ensure that the focus remains on providing unbiased and accurate tax preparation services without any potential conflict of interest.

Having financial offerings in a distinct area maintains the integrity of the tax preparation environment and allows taxpayers to feel comfortable that their tax information is secure and confidential. It also enables clients to more freely choose whether they want to engage with these financial products rather than feeling pressured or distracted while they are in the midst of filing their taxes. This setup ultimately promotes a more professional setting for both taxpayers and volunteers, fostering trust in the VITA/TCE program.