MAKING YOUR NUMBERS Promotion and Marketing. TALK TO YOUR CUSTOMERS Tell all CURRENT and NEW...

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!!

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Tell Them You Pay $10 REFERRALS!!!!

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Give Them $20 DISCOUNT COUPONS!!

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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

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$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 ?

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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