HRB Products WITH COMPLETE SOLUTIONS GRADED A+

HRB Products WITH COMPLETE SOLUTIONS GRADED
A+




Terms in this set (36)


--thorough, professional review of non-Block prepared current TY and 3 prior TYs'
returns
Second Look Review --look for missed deductions and certify that return is accurate or amend to get it
right
--the matched or amended return is certified and covered by HRB guarantee

--find money due to mistakes or missed opportunities
Second look: benefits --accurate return covered by HRB guarantee
--confidence in return's accuracy

--tell a success story
--complete Second Look reviews in BlockWorks
--ask every new client to bring in last year's tax return and this year's documents
Second look: best practices
--ask every new client if there was anything that concerned them about last year's
return
--schedule follow up Second Look appointment

Second look: need to amend return --discovering the error before the IRS will limit the penalties and interest charged

--e-file with HRB --> receive notification/ verification that IRS received/ accepted
Second look: matched return, why HRB?
return, and can receive refund in 8-21 days

--to gain any additional refund due plus interest from IRS (net should be greater than
Second look: why pay the price?
Second Look cost)




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