We Made It!!!! - Thank You.

Post date: May 07, 2021 11:42:32 PM

We Made It!

Congratulations on a job well done this season!! Now let’s end with a bang! "Countdown to May 17” (yay!) and “Free Estimates and Free Extensions” Let me explain the latter to you.

Free Estimates:

Do:

Do Have Confidence! Keep in the mindset that they will file with you because YOU ARE THE BEST!

Do Start a New Return: You cannot give accurate estimates of fees for a return started in another time period.

Do Use positive language! Using the language, you ONLY get back, you’re NOT even going to get a refund, your fees eat your refund all up, you owe AND have to pay us, only makes the taxpayer feel defeated and depressed. Make them feel like you are doing everything you can to help their situation. Ask for help. “Let me call someone over and see if they can reduce your tax liability even more.” “I did this to see if we could make you owe even less than you already do” This makes the taxpayer feel like it could be worse and they are getting off lighter than ever!

Keep a smile on your face! Remember, it’s almost over!

Don’t:

Don' Do half a return. Leaving red X’s and turning the computer towards a taxpayer and stating “This is what you get and this is what it costs” Is inviting the customer to walk out the door with more information than they had when they walked in. Complete the return, start the wrap-up wizard and ask for signatures.

Close The Sale!

Don't State we do not do free estimates! If you are afraid of having another walkout on your grid, you don’t have the confidence you need to close the sale!

Free Extensions:

Remember extensions are only for people who OWE the IRS, not those who are getting refunds.

When you owe the IRS, and do not file before May 17 you get two penalties:

A penalty for not filing in a timely manner

A penalty for not the amount you owe in a timely manner

An extension only eliminates one of these penalties; the penalty for not filing in a timely manner. You must stress to your customer that if they do not file before May 17 they will be penalized and it will be compounded with interest!! We want them to file NOW! Close the sale! If you have any questions or concerns, feel free to call!!

We are here to help you!