making your numbers promotion and marketing. talk to your customers tell all current and new...
TRANSCRIPT
MAKING YOUR NUMBERS
Promotion and Marketing
TALK TO YOUR CUSTOMERS
Tell all CURRENT and NEW customers you will do their taxes and that you will get them the largest and fastest refund possible
It’s never the wrong time to talk taxes!!
3
Tell Them You Pay $10 REFERRALS!!!!
4
Give Them $20 DISCOUNT COUPONS!!
5
INTERVIEW SHEETS
ASK current customers to fill out an interview sheet while you process their loan or other transaction
Let the customer know that since their information is pre loaded all you need is their income information to complete the return (W-2’s & 1099’s)
The more customers Interview Sheets you enter into the software the more returns you will do
INTERVIEW SHEET
ESTIMATOR
Give FREE tax estimates all year, start gathering their information NOW!!
Use the TAXPAYER INTERVIEW SHEET to gather information
Let the customer know their information is being held and in the system until they’re ready to complete the return
BANNERS AND POSTERS
Hang banners and posters as soon as possible
EVERY customer needs to KNOW that you offer a professional, fast, competitive tax product
10
$34.95 EZ RETURN
ASK US ABOUT TAXES !
WE DO TAXES
This flyer available on ATS web-site now
Custom flyers available upon request
January 28th
REWARDS, PROMOTIONS and BENEFITS
PRE-SEASON PROMOTION
Office with most submitted returns before FEB 1st WINS
50 returns to be in competition. 3 offices drawn at random
Each Employee receives $100 gift card
COOLER REWARDS
PLUS 10 PROGRAMJUST DO 10 MORE RETURNS IN YOUR OFFICE THAN
LAST YEAR AND EVERYONE RECEIVES A CUSTOM COOLER
BENEFITS OF SUN LOAN
Professional tax preparation Open ALL YEAR Relationships Cost Time
PRICE
HR Block $212.00 Jackson Hewitt $231.00
SUN LOAN AND TAX $160.00
SUN FEDERAL 1040EZ $34.95
WHY DO IT THEMSELVES ?
WHY HAVE OTHERS PREPARE YOUR CUSTOMERS TAXES ?
19
BECAUSE OF YOU
WHY HAVE SUN LOAN PREPARE THEIR TAXES ?
ASK FOR INCOME INFO
VERY IMPORTANT STEP TO REMEMBER
Remember to ask for the W-2
Remember that you must speak to each customer more than once about their taxes
Ask and you will successful
KEEP IT GOING!
Promote your Tax Service
GET CERTIFIED Interview sheets Talk it up Current customers New Customers $20 Coupon and $10 Referral!!
REVIEW
Quote client the refund after fees!
No money required up front
All fees are taken out of the refund check
No bank account needed
Professionally prepared tax return!
Remember all you need to do is enter the taxpayers information into the
software.
Accurate Tax Solutions prepares and files the required
forms with the IRS, STATE and BANK for the customer