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Cal Maritime and H&R Block

Cal Maritime and H&R Block. Dorothy Lirio-Casa District Manager, 3308 Vallejo Jennifer Tatum Office Manager Bridgette Givens-Lewis Office Manager. 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)

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Cal Maritime and H&R Block

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  1. Cal Maritime and H&R Block Dorothy Lirio-Casa District Manager, 3308 Vallejo Jennifer Tatum Office Manager Bridgette Givens-Lewis Office Manager

  2. 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

  3. Roles • District Office • Office Leader • Tax Professionals • Client Service Professionals

  4. Promise to Our Clients • We will spend time with you to make sure we understand your unique situation. • We will do everything we can to save you money on your taxes. • We will look for ways for you to save money in the future. • We will provide you with your personalized H&R Block Advantage report, showing you simple, actionable ways to improve your financial future. • We will make sure you are satisfied before you pay

  5. Tax Professional Promise • I work for H&R Block Because: • H&R Block stands behind me and my clients • H&R Block provides me the most in-depth tax knowledge in the industry • H&R Block provides me the tools and environment that I need to serve my clients well • H&R Block offers me the chance to grow and develop as a professional • H&R Block helps me make a real difference in the financial lives of my clients

  6. Advice & Retention Advice is a significant driver of client retention Block Advantage Report

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

  8. Project Create a strategy / tactical plan: • Implement for the tax season (TS11) • Mostly Bi-Lingual Offices • Retention • Increase the market share • Plans for Office Leaders (OL) for client acquisition

  9. 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

  10. 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

  11. 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

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