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Cal Maritime and H&R Block

Dorothy Lirio-CasaDistrict Manager, 3308 Vallejo

Jennifer Tatum

Office Manager

Bridgette Givens-Lewis

Office Manager

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Who are we?

H&R Block is the industry leader in tax service

In business since 1955

Served more than 20.3 million taxpayers (2008)

World’s largest tax services company

Close to you with 13,000 tax offices & online resources

We have our own Bank

District 3308- one of the biggest in the region with over 16 offices

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Roles

District Office

Office Leader

Tax Professionals

Client Service Professionals

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Promise to Our Clients

1.We will spend time with you to make sure we understand your unique situation.

2.We will do everything we can to save you money on your taxes.

3.We will look for ways for you to save money in the future.

4.We will provide you with your personalized H&R Block Advantage report, showing you simple, actionable ways to improve your financial future.

5.We will make sure you are satisfied before you pay

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Tax Professional Promise

I work for H&R Block Because:

1.H&R Block stands behind me and my clients2.H&R Block provides me the most in-depth tax knowledge in the industry3.H&R Block provides me the tools and environment that I need to serve my clients well4.H&R Block offers me the chance to grow and develop as a professional5.H&R Block helps me make a real difference in the financial lives of my clients

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Advice & Retention

Advice is a significant driver of client retention

Block Advantage Report

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Select the topics you want to add to your Block Advantage Report.

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Budeting and Savings Tax Time Track Your Itemized Deductions

Saver's Credit: Earn a Tax Break Just for Saving Owning a Home

Education Planning and Enjoying Retirement

Plan Your Retirement Distributions Your Work Compound Interest: Turn Time into Money

Your Business: Steps to Make Tax Time Easier Get the Breaks You're Entitled to (in Retirement) Special Benefits

Taxpayer Prescription Drug Discount Program Spouse

Start Saving for Education

Print FAFSA worksheet?

Keep Records of Education Expenses

Make the Most of Owning a Home

Basics of Buying a Home

Track Your Money: Budget

Print Food Stamps application?

Food Stamps

Take Advantage of Your Employee Benefits

Advice for your Occupation

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Project

Implement for the tax season (TS11)

Mostly Bi-Lingual Offices

Retention

Increase the market share

Plans for Office Leaders (OL) for client acquisition

Create a strategy / tactical plan:

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Local Marketing Strategies

Latino Blitz

Build relationships with local multicultural organizations and community influencers

New Latino Advertising and Merchandising

Which associates can participate?

Management

Tax Professionals

Client Service Professionals

Tax Training School Recruiting: Income Tax Course

Target Latino, but works for other ethnic communities

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Office of Focus

4818 - Southampton Shopping Ctr

818 Southampton Rd, Benicia, CA 94510

707-746-6564

5349 - Silverado Plaza

653 Trancas St, Napa, CA 94558

707-257-6113

3433 - Sears Westfield Mall

1420 Travis Blvd, 3rd Fl, Fairfield, CA 94533

707-425-4981

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Office of Focus

5211 - Canyon Corners

100 W. American Canyon Rd, American Canyon, CA 94503

707-552-2177

5214 – Raley’s Shopping Ctr

3035 Alamo Dr, Vacaville, CA 95687

707-448-2399