Products
Financial Products
Products and services
Disbursement options
Penalties/preparers
100

is a financial product but not a loan.

What is an Assisted refund?

100

Durging profiler you“ll be prompted to hand customers this resource so they can read it the choices and options they have.

What is a flipbook

100

No worries we”ll pay penalties and interest charges if we make an error preparing your tax return and there is no cost to customer

What is lifetime accuracy guaranty?

100

Standard IRS timing, valid photo id, MFJ spouse I’d required also, disbursement fee, do not need a bank account.

What is an AR office check?

100

Understament of tax payers liability due to unreasonable positions.

What is 1,000 or 50 % of the income derived by preparer?

200

Is a product  available for clients who choose IRS direct or Assisted Refund (AR)

What is a Refund Advance 

200

It is a Bank that offers a one time loan to RA 

What is Meta bank 

200

It is a secure way to send your tax return to the IRS includes filling  your state return too. No cost to the customer.

What is Electronic file?

200

Available for AR standard IRS timin, valid email address,SSN, same valid photo I’d use to apply for AR and reference code sent via email, MFJ both parties must be present. Bank fee $7 dollars

What is Walmart Direct2cash.?

200

Understament due to willful or reckless conduct from the tax preparer.

What is $5,000  or 75% of the income derived by the tax return preparer with respect to return or claim for refund?

300

These products the customer can received his return  and waits the same time for either one.

What is Irs Direct and AR?

300

This product is available for clients with a refund who chose to file Irs direct and apply for assisted refund.

What is a Refund advance loan.

300

You won’t be alone we will go with you to explain how the tax return was prepared . No cost to customer

What is IRS audit assistance?

300

IRS direct,and AR standard IRS timing plus the time that takes to receive an email, valid email address, must choose an initial disbursement option and then choose to put part of their refund (up to $2,000) get a 5% bonus and receive a $100 bonus.

What is Walmart eGift card?

300

Failure to furnish a copy of their taxes, identifying  number, retain a copy or list, and failure to file correct information returns

What is $50 for each failure and shall not exceed $26,500 in a return period.?

400

Full name,SSN  or tin,date of birth,unexpired government issued photos I’d ,place of residence ( no PO BOXES)

What information a client must provide to be elegible to apply for a financial product?

400

This resource must be postioned on the desk facing customers during the tax interview so they can read it and learn about their options choices and compare cost.

What is a Product option desk mat

400

Feel confident knowing we guarantee we”ll get get you the maximum federal tax refund. We“lldig deep to get you every credi and deduction you deserve, if no your tax prep fee back, plus $100 dollars!

What is Maximum Refund Guaranteed plus $100!?

400

IRS direct and AR, 2 days earlier than standard direct deposit, valid photo I’d, physical address,unique and valid email address, no disbursment fee,

Nwhat is a new American express served card?

400

Tax preparer who endorses or negotiates any  check made I respect of taxes imposed Issued to a taxpayer. 

What is $530?

500

Life time accuracy guarantee, up to $5,000 reimbursement  for reduction in refund or additional tax liability. Tax identity theft restoration and cyber identity monitor. we”ll explain how your taxes were prepared in the case of an IRS audit. Plus audit security a dedicated expert will manage and fight your case. Covered good for 3 years

What is worry-free Guarantee Platinum?

500

When educating customers you are required to use these resources.

What are Product options desk mat,flipbook, and products option grid (on the computer).?

500

Connect it’s a person not just a call center. Answer to your questions.copies to your tax return and more ..

What is year al service.?

500

IRS direct, standard IRS timing plus the time it takes to receive a check via USPS mail, valid mailing address, no disbursement fee.

What is a check from the IRS

500

Disclosure or use of information by preparers on returns or for aiding and abetting in an understatement of a tax liability. Any person subject to the penalty shall be penalized only once for documents relating to the same taxpayer for a single tax period event,

What is $1,000 or (&10,000 if a corporation tax return).