Important People
Who is the current CEO of Liberty Tax?
Scott Terrell
What are the three services offered to Liberty Tax clients?
$1 million tax protection, Identity theft restoration, and $2500 tax preparation guarantee
What two documents do we need to open a case?
The tax return and the notice
What is the cost of the Firm-level program?
$8.50 per return
What is the cost of the per-return program that does not include ID theft?
$40
Who is the current CMO of Liberty Tax?
Kyle Sawai
What types of returns do we protect?
1040, 1120, 1120-s, 1065
Who can open a case?
The ERO or the taxpayer
Who pays for the firm-level program?
The tax office
What is the cost of the per-return program that DOES include ID theft?
Who is the current COO of Liberty Tax?
Michael Miller
How many years back do we protect returns?
Federal: 3 years
State: 4 years
What are 2 ways a Liberty Tax franchisee can open a case?
Call in
Box folder
Can an ERO opt certain clients out of the firm-level program?
No
What is a bank product?
When a client pays for their tax preparation AND TPP through their refund
Who was the VP of managed operations last year?
Sheree Hart
What is the payable for a franchisee per $40 enrollment?
$14
Call in
Where does an office go to pay for their firm-level returns?
LRC
What is a non-bank product?
When a client pays their tax preparation fees AND TPP cost out of pocket
Who was the founder of Liberty Tax?
John Hewitt
What is the payable for a franchisee for the $55 program?
$21.50
How long does the intake process take?
2-3 business days
Is there a minimum or maximum return count to qualify for the firm-level program?
No
Where would a tax preparer enroll one of their clients in TPP?