Services and Products

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Today’s Training : 

Today’s Training SECTION 1. Services & Products you offer SECTION 2. How and what to do. SECTION 3. Tax Stuff you need to know SECTION 4. Make a plan and Sell This is part ONE of FOUR parts. This presentation will go over the products and services that you will be offering.

What Accurate Tax Does : 

What Accurate Tax Does We help you provide professional tax preparation to your customers Prepare and file the return Support your office Help you sell and market taxes Train each office for success

SERVICES : 

SERVICES Federal Tax Preparation Federal Electronic Filing State Tax Preparation State Electronic Filing Faster Refund Loans Great customer service These are the services that you will be offering.

Products : 

Products The next slides will explain what PRODUCTS you offer. The “product” is the BANK PRODUCT you will offer to the customer. The product you chose will determine how fast the customer receives their refund loan. The faster they receive their money the more the bank will charge.

Bank Products : 

Bank Products RAL 24-48 hour Refund Anticipation Loan RAC 7-14 day check I-RAL 15 minute partial loan Paper & E-File Returns 2-4 week check mailed to customer Here are the general guidelines of the timeframes that the customer should expect there refund

RALRefund Anticipation Loan : 

RALRefund Anticipation Loan 24-48 hours process The fastest way to get the FULL refund Up to $9000 – NO SPLIT CHECKS Print the check in your office A loan given to the customer by the bank NOT GUARANTEED !!!!

RACRefund Anticipation Check : 

RACRefund Anticipation Check 7- 14 day turnaround When a RAL is denied it becomes a RAC Lower fees than the RAL Refund cycle chart for dates Print the check in your office

I-RALInstant Refund : 

I-RALInstant Refund If approved by the bank, Taxpayer receives $500, $1100 or $1500 in 15 MINUTES. The rest of the refund is processed as a RAL The I-RAL is the same as submitting the completed return, even if the I-RAL is denied You can start submitting the I-RAL January 16th The I-RAL if approved costs an additional $65

E-File & Paper Returns : 

E-File & Paper Returns You must collect the fees up front. Your office will be charged for the return, so collect those fees!! In 4-6 weeks the refund check will be MAILED to the customer directly from the IRS Paper returns must be signed and mailed to the IRS by the taxpayer. The address to mail the return to is under reference.

Slide 11: 

You should understand the products and services you offer You need to explain all these options to your customers You should understand all products IRAL RAL RAC PAPER

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