Second Look Review - ANSWERS--thorough, professional review of non-Block prepared current TY and 3 prior TYs' returns
--look for missed deductions and certify that return is accurate or amend to get it right
--the matched or amended return is certified and covered by HRB guarantee
Second look:...
Second Look Review - ANSWERS--thorough, professional review of non-Block
prepared current TY and 3 prior TYs' returns
--look for missed deductions and certify that return is accurate or amend to get it right
--the matched or amended return is certified and covered by HRB guarantee
Second look: benefits - ANSWERS--find money due to mistakes or missed opportunities
--accurate return covered by HRB guarantee
--confidence in return's accuracy
Second look: best practices - ANSWERS--tell a success story
--complete Second Look reviews in BlockWorks
--ask every new client to bring in last year's tax return and this year's documents
--ask every new client if there was anything that concerned them about last year's return
--schedule follow up Second Look appointment
Second look: need to amend return - ANSWERS--discovering the error before the IRS
will limit the penalties and interest charged
Second look: matched return, why HRB? - ANSWERS--e-file with HRB --> receive
notification/ verification that IRS received/ accepted return, and can receive refund in 8-
21 days
Second look: why pay the price? - ANSWERS--to gain any additional refund due plus
interest from IRS (net should be greater than Second Look cost)
Refund Transfer - ANSWERS--tax refund-related deposit product
--not a loan
--enables clients with an anticipated tax refund to conveniently pay their tax prep and
related fees using their tax refund
Refund Transfer: benefits - ANSWERS--convenience: pay tax prep fees out of refund
--security: refund deposited in secure Bofl bank account with multiple disbursement
options
--savings: select Emerald Card or Direct Deposit as disbursement option to avoid
check-cashing fees
--speed: Emerald Card means access sooner than with a paper check mailed from IRS;
also accessible for unbanked clients
--notification: via email address when Refund Transfer is completed
Refund Transfer: cost - ANSWERS$39.95 for federal refund transfer (includes $13 state
refund transfer at no additional cost; must take a federal RT in order to take a state RT)
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