1. Bridgette Givens-Lewis
Cal Maritime and H&R Block
Dorothy Lirio-Casa
District Manager, 3308 Vallejo
Jennifer Tatum
Office Manager
Bridgette Givens-Lewis

2. 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 one of the biggest in the region with over 16 offices
Success & Challenges- what we’ve done as district & individual growth/success

3. Roles District Office Office Leader Tax Professionals
Client Service Professionals

4. Promise to Our Clients
We will spend time with you to make sure we understand your unique situation.
We will do everything we can to save you money on your taxes.
We will look for ways for you to save money in the future.
We will provide you with your personalized H&R Block Advantage report, showing you simple, actionable ways to improve your financial future.
We will make sure you are satisfied before you pay

5. Tax Professional Promise
I work for H&R Block Because:
H&R Block stands behind me and my clients
H&R Block provides me the most in-depth tax knowledge in the industry
H&R Block provides me the tools and environment that I need to serve my clients well
H&R Block offers me the chance to grow and develop as a professional
H&R Block helps me make a real difference in the financial lives of my clients

6. Block Advantage Report
Advice & Retention
Advice is a significant driver of client retention
Block Advantage Report

7. HRB_v27.ppt
2/23/ :42 PM2/23/ :42 PM
Select the topics you want to add to your Block Advantage Report. √

8. Project Create a strategy / tactical plan:
Implement for the tax season (TS11)
Mostly Bi-Lingual Offices
Retention
Increase the market share
Plans for Office Leaders (OL) for client acquisition

9. 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

10. Office of Focus 4818 - Southampton Shopping Ctr
818 Southampton Rd, Benicia, CA 94510
Silverado Plaza
653 Trancas St, Napa, CA 94558
Sears Westfield Mall
1420 Travis Blvd, 3rd Fl, Fairfield, CA 94533
Say:
You don’t need to bring much to be successful in the course.
The instructor will provide the text book, workbook and forms.
You will need to bring a pencil and a calculator.
If you would like bring some extra note paper, that will be fine.
Make sure you are prepared to learn and participate in the class. Pay attention to your instructor.
Next Slide

11. Office of Focus 5211 - Canyon Corners
100 W. American Canyon Rd, American Canyon, CA 94503
5214 – Raley’s Shopping Ctr
3035 Alamo Dr, Vacaville, CA 95687