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Sell and Market HIT YOUR TARGET !! :Sell and Market HIT YOUR TARGET !!


CREATE A PLAN ! :CREATE A PLAN ! What now ? Practice returns Customer sheets Talk it up Local employers Current customers Selling and marketing…HOW?


Why Should I offer Taxes ? :Why Should I offer Taxes ? MAKE a BUNCH OF MONEY ! Increases the office bottom line Increases customer loyalty Keeps you competitive Increase revenue during slow months FUN and EXCITING


ESTIMATOR :ESTIMATOR Offer FREE tax estimates all year It only takes a couple minutes to give an estimate Offer to estimate customers refund every month


Customer Information Sheet :Customer Information Sheet Have current customers fill one out while you process their loan or other transaction Tell them when they get their W-2 it will only take a few minutes to file their taxes….and they can get an I-RAL Print out a stack and keep them on the counter or on your desk The more Interview Sheets you get filled out the more returns you will do!!


Slide 9:Example of customer information sheet


Sell Taxes All Year Round :Sell Taxes All Year Round The sooner you start selling the better your tax season will be Tell all current customers you will do their taxes and that you will get them the largest and fastest refund possible It’s never to early to talk taxes!!


Each inquiry is a sale !! :Each inquiry is a sale !! Customer asks, “How much do you charge” SAY….”We offer FREE estimates and FREE e-filing. Our prices are very competitive and we will get you your money faster Customer asks, “what do I need to bring to the office for my FREE estimate” SAY…..”Drivers license, SS Numbers and Income statements


Why do taxes with you ? :Why do taxes with you ? You are open year round for any future questions or changes needed to return. Customer gets a copy of the tax return for free Relationships…You work and help your customers 12 months out of the year Cost…….You are less expensive than others Time………It takes less time


Referrals :Referrals Partner with the local community Contact businesses that have a need for your services Retail stores Rent to own Fast food Schools Hospitals Hotels Manufacturing plants


Share, Share,Share :Share, Share,Share Every time someone calls of stops by the office and asks about taxes, turn it into a sale by having the interview sheet filled out. Act Confident Be enthusiastic Keep it simple FREE E-filing FREE estimates Price starts at $69 FAST service GREAT Customer Service


“We have low prices” :“We have low prices” Returns START at $79 Same prices as last year Competitive with EVERYONE !!!


Banners & Posters :Banners & Posters Hang banners and posters as soon as possible Your customers need to “see” that your doing taxes


Sell The Refund After Fees :Sell The Refund After Fees Quote client the refund after fees on the Edit Return Screen No money required up front All fees are taken out of the refund check Concentrate on how fast they will get their refund Quote NET check


Slide 18:Remember all you need to do is enter the data into the program We prepare and file all the forms needed to complete the tax return


YOU NEED TO KNOW :YOU NEED TO KNOW


Your Responsibilities :Your Responsibilities Correct data entry Have signature pages signed Check status of return Print check Keep papers on file Market product


Top 10 list :Top 10 list How to do an amendment Why was bank product denied Why was this person rejected ? What is FMS debt Phone Numbers How do I do past years returns Standard vs. Itemized Deductions What are the different filing statuses What are the different bank products How to re-print a check


Slide 22:After viewing this presentation you should be comfortable with the way the TAX PREPARATION product is sold and marketed. If you follow these steps you will be succeffull REMEMBER to use: The Estimator and Customer sheets MAKE A PLAN AND HIT YOUR TARGET


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