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Cal Maritime and H&R Block. Dorothy Lirio-Casa District Manager, 3308 Vallejo Jennifer Tatum Office Manager Bridgette Givens-Lewis Office Manager. Who are we?. H&R Block is the industry leader in tax service In business since 1955 Served more than 20.3 million taxpayers (2008) - PowerPoint PPT Presentation
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Cal Maritime and H&R Block
Dorothy Lirio-CasaDistrict Manager, 3308 Vallejo
Jennifer Tatum
Office Manager
Bridgette Givens-Lewis
Office Manager
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Who are we?
H&R Block is the industry leader in tax service
In business since 1955
Served more than 20.3 million taxpayers (2008)
World’s largest tax services company
Close to you with 13,000 tax offices & online resources
We have our own Bank
District 3308- one of the biggest in the region with over 16 offices
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Roles
District Office
Office Leader
Tax Professionals
Client Service Professionals
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Promise to Our Clients
1.We will spend time with you to make sure we understand your unique situation.
2.We will do everything we can to save you money on your taxes.
3.We will look for ways for you to save money in the future.
4.We will provide you with your personalized H&R Block Advantage report, showing you simple, actionable ways to improve your financial future.
5.We will make sure you are satisfied before you pay
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Tax Professional Promise
I work for H&R Block Because:
1.H&R Block stands behind me and my clients2.H&R Block provides me the most in-depth tax knowledge in the industry3.H&R Block provides me the tools and environment that I need to serve my clients well4.H&R Block offers me the chance to grow and develop as a professional5.H&R Block helps me make a real difference in the financial lives of my clients
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Advice & Retention
Advice is a significant driver of client retention
Block Advantage Report
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Select the topics you want to add to your Block Advantage Report.
√
Budeting and Savings Tax Time Track Your Itemized Deductions
Saver's Credit: Earn a Tax Break Just for Saving Owning a Home
Education Planning and Enjoying Retirement
Plan Your Retirement Distributions Your Work Compound Interest: Turn Time into Money
Your Business: Steps to Make Tax Time Easier Get the Breaks You're Entitled to (in Retirement) Special Benefits
Taxpayer Prescription Drug Discount Program Spouse
Start Saving for Education
Print FAFSA worksheet?
Keep Records of Education Expenses
Make the Most of Owning a Home
Basics of Buying a Home
Track Your Money: Budget
Print Food Stamps application?
Food Stamps
Take Advantage of Your Employee Benefits
Advice for your Occupation
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Project
Implement for the tax season (TS11)
Mostly Bi-Lingual Offices
Retention
Increase the market share
Plans for Office Leaders (OL) for client acquisition
Create a strategy / tactical plan:
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Local Marketing Strategies
Latino Blitz
Build relationships with local multicultural organizations and community influencers
New Latino Advertising and Merchandising
Which associates can participate?
Management
Tax Professionals
Client Service Professionals
Tax Training School Recruiting: Income Tax Course
Target Latino, but works for other ethnic communities
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Office of Focus
4818 - Southampton Shopping Ctr
818 Southampton Rd, Benicia, CA 94510
707-746-6564
5349 - Silverado Plaza
653 Trancas St, Napa, CA 94558
707-257-6113
3433 - Sears Westfield Mall
1420 Travis Blvd, 3rd Fl, Fairfield, CA 94533
707-425-4981
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Office of Focus
5211 - Canyon Corners
100 W. American Canyon Rd, American Canyon, CA 94503
707-552-2177
5214 – Raley’s Shopping Ctr
3035 Alamo Dr, Vacaville, CA 95687
707-448-2399