Products
What are the three things POM covers?
Tax notice services for any income tax notice or letter the client receives
Audit representation by an H&R Block qualified person
Reimbursement up to $6,000 for additional taxes owed due to a difference in interpretation between the tax authority and H&R Block or other H&R Block error
Life of the return - the client's return is protected long after the IRS statute of limitations for examinations passes
As a leader how oftern should you review Google reviews? A) Once a month, B) Twice a week, C) Daily, D) Twice a day
* Daily
When H&R Block was founded? A) 1950, B) 1955, C) 1960, D) 1965
January 25, 1955, in Kansas City, Missouri, by brothers Henry W. Bloch and Richard Bloch
When you coach should you do this in public or private? Praise in private or public
Private: coaching
Depends: Ask your people how they prefer
What is the Roadrunner?
This famous cartoon bird is New Mexico's state bird.
Do we charge Block client for audit services? Such as IRS letters & State letters.
YES!
What are the four E's?
Ease, Empathy, Expertise, Expectations
What is Tim Poiriers fav. Baseball team? A) Red Socks, B) Cubs, C) Dodgers
B) Chicago Cubs
Situational Leadershipy:What is D1 (Low Competence, High Commitment)? A) New Associate, B) Middle of tenure associate. C) Vet associate
A new tax associate who is eager to learn but lacks experience would likely fall into this development level.
What is Lincoln, New Mexico?
Billy the Kid made his infamous escape from jail in this New Mexico town.
What is the average charge a CPA will charege to review a IRS/ State Letter? A) $200- $500 B) $50 - $100 C) FREE D) $20 - $50
$200- $500. Review plus advice on how to respond.
Can you resend the Client Survey to our clients?
No, as a leader you can call the clients & ask that they check there junk mail. Encourage the clients to take the survey
Block Talkers. Do you have to create a new social media account to link? A) Yes or B) No
No.
What is every leader's favorite development mistake?A) I'll just do it myself. It'll be faster B) Let's do it together. C) Please review my email from last night.
A) I'll just do it myself. It'll be faster
El Paso's nickname is "The ____ City. A) Dry B) Sun C) Busy
B) Sun
For BSAT what is one of the benefits for the tax professional?
Do leaders send "thank you" emails to our clients after they take the survey? A) Yes B) No
No. What can we do to thank our clients
What was one of Advanced AI Tools Block rolled out for Tax Pros TS26?
Sidekick
What is Emotional Intelligence?
This leadership skill involves understanding and managing emotions effectively.
What produces more in New Mexico than any other state?
chile peppers
What are the 3 things Tax idenity Shield features?
Identity Monitoring
IRS Protections
Tax Identity Restoration
In TS 26 for both districts what was the new client OSAT? A) 90%, B) 89%, C) 85%, D) 86%
B) 89.8%
Where is one of the places Tim Base worked prior to Block?
Starbucks
Active Listening, Encouraging, Facilitating Probelm-Solving, Praising & Affirimg, Collaborating, Providing Reassurance, Recognizing Achievement
What is Alamogordo known for?
The world's largest pistachio is located in this New Mexico city