Objections
"That is a lot up front out of my pocket"
We actually don't charge you anything up front. It is a pay as you file program where we bill every 2 weeks once you start filing taxes.
What are our 3 benefits?
$1 million tax protection
ID Theft Restoration
$2500 Guarantee
Your Dashboard
Is the preference for Onboardings to be phone call or Zoom?
Zoom
Who did Taylor Swift get engaged to?
Travis Kelce
"I want to pick and choose"
Our per return option is a pick and choose program for $59.95 per return. On the firm-level program you can't pick and choose, but you do get the reduced price of $10 for every return. Most people include the $10 into their general tax preparation fees and you may up charge even more if you would like.
How much do we charge for Schedule- C?
$10; they are included with the 1040.
How do you set a task?
The green check list button towards the right of the page.
What section of our website do we walk them through?
Tax Pro Portal
Who sings "Juno?"
Sabrina Carpenter
"I don't get any notices"
We completely understand, that is why we added the ID Theft and $2500 benefits so that your clients have other layers of protection as well.
How long do we protect state and federal returns?
3 years federal, 4 years state
When you are talking to an opportunity where are you supposed to log the call ?
TY 25 opportunity
Where must you enter the date once you complete the Onboarding?
"Onboarded" field
What is the name of the beach in SpongeBob?
Goo Lagoon
"I don't want to work with a 3rd Party, I care about my clients and our relationship"
I completely understand that your clients are most important. We can work on the back end and never communicate with your clients if that works best for you.
Who doesn't get the $2500 guarantee?
Intuit- ProConnect, Lacerte, ProSeries
After completing a sale/upsale, what 3 fields need to be filled out on the opportunity?
Notes, Lead Source, Closed Source
What software do we want to emphasize that they are saving their original returns?
Drake
What 1994 movie starred Morgan Freeman and Tim Robbins?
The Shawshank Redemption
"Business returns are too expensive"
I always highly recommend this protection because it is your clients livelihood.
DOUBLE JEOPARDY
Select how much you would like to wager
How much would it be for someone going back to cover all of TY 24 if they have already done 176 1040, 7 1041, 8 990, 3 1065, 4 1120 and 10 1120-S?
$3035
DOUBLE JEOPARDY
Select the amount you would like to wager.
What are the steps to set up a calendar invite with an ERO within Salesforce?
On the correct opportunity select the purple event button, label the event, select the correct date/time in EST, add the contact under "people" and if applicable make sure the Zoom link is included.
Open-ended Question:
What is important to reiterate for each benefit?
$1 million: EAs and CPAs number one priority is handling the correspondence from the IRS or State for you and your client. We work with tax professionals, most of them refer to us as their “remote audit defense department.
ID: This includes everyone on the return so the spouse and dependents will also have access to this benefit. We also offer up to 6 months of ID monitoring
$2500- Protects the ERO for any legitimate error made during the filing of a tax return and covers taxes, fees, penalties and interest.
Pocahontas