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!!

Tell Them You Pay $10 REFERRALS!!!! 3

Give Them $20 DISCOUNT COUPONS!! 4

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 1 st WINS  50 returns to be in competition.  3 offices drawn at random  Each Employee receives $100 gift card

COOLER REWARDS  PLUS 10 PROGRAM JUST 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 $ Jackson Hewitt $ SUN LOAN AND TAX $ 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