Sam Washington

Session 10

Your Client: Sam WashingtonWB 115

Objectives: Sam Washington

TaxPro Finder Local marketing Appointment Manager Audit services Research H&R Block Easy IRA®

TaxCut® Tax Professional E-mail

WB 115

Good NeighborWB 116

TaxPro Finder

What’s GREAT about this Bio?

What could be better about this Bio?

WB 117

TaxPro Finder

myBlock for the Tax OfficeWB 118

Prepare for the Client to ArriveWB 119

Set Expectations

Welcome Collect forms Answer questions Set expectations I Am Worth It Ask for referrals

WB 120

Set Expectations

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Engage the Client

Sam’s IRS letter Client Segment Questions to ask

WB 121-123

Audit Services

Why would Sam benefit from Audit Services?

Who can help Sam at an audit?

Learn more about Audit Services.

WB 124-125

Audit Services and Second Look Review

WB 124-125

Saving for the FutureWB 126

Research CultureWB 127

Research-Tax Institute

Each pair of participants will do the following:Tax Institute Log into myBlockSM for the tax Office (MBTO) and go to the Tax

Institute. Click the Tax Research Service link under Quicklinks or from my

TaxResources. New users (or users whose existing account is not found), will need to accept the

Terms of Service Agreement and complete their profile. From the Main Page, enter the keywords in the Search box and press enter or click Search (first time users will need to activate that section by clicking in the Search box).

Using the keywords search function, find the following: "How is the discharge of a debt on a principal residence reported?" "What are the most common forms of IRS guidance?" "What is an IRS CP 2000?“

Using the Search Articles By Category or Browse All Articles by Functions, find the following:

"Do payments made to a teenage care provider qualify for the Dependent Care Credit?" (Found in the Credits/Dependent Care Category).

Click on the TKB link, to view the top 10 questions reviewed overall and the top 10 questions by category.

WB 127

Research-IRS.gov

Go to the Internet and continue to the IRS.gov Web site. Use the Search box and search for “withholding calculator.” From the search results, select IRS Withholding Calculator, from

the page that opens. Click the link at the bottom of the page to find the IRS Withholding Calculator.

Return to the IRS home page and click on the link labeled More Forms and Publications and then select the Publication Number link.

Scroll through the list of publications until “Publication 230” is found (it is the first one listed). Click on it to highlight and click Retrieve Selected Files to get the link to the pdf file to be opened for viewing.

Click the Back browser button to return to the IRS site or open the IRS site in a new window.

Click on the link labeled Tax Professionals to see what content is there.

Enter CP 2000 in the Search box. View one of the returned results.

WB 127

Research CultureWB 127

Signatures Requirements

Where do you sign? Where does the client need to sign?

WB 128

Review the Return

What do you say when you review this return with Sam?

WB 129-131

Digital SolutionsWB 132

Digital Conversion

How do you convert a digital client to a retail client?

Digital Certification Program

WB 132

Peace of Mind

New Peace of Mind screen in TPS.

WB 133

QPR

How do you demonstrate empathy when explaining the QPR process to Sam?

WB 134

Tax Professional E-mail

What situations are appropriate to communicate via E-mail?

What are some guidelines for E-mail etiquette?

WB 135

Wrap Up the Interview

How do you wrap up the interview with Sam?

How do you ask for the appointment for next year?

WB 136

Session Review

How did you attract Sam to H&R Block?

How did you provide a strong Client Experience to make sure Sam left feeling Connected, Confident, and Championed?

What did you do to retain Sam and build your business?

What information from this session do you need to help you to meet your goals?

WB 137

Online Evaluations and Knowledge Checks

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