Our two cents on industry trends, community news, personal finance management and the latest projects Refundo's got in the works.

THE REFUNDO WEBINAR SERIES CONTINUES

Posted by Sharon Bennett

Apr 17, 2014

Congratulations on wrapping up another successful tax season! It’s time to start planning some fun ways to reward yourself for all your hard work!

Of course, even as you daydream about fun in the sun and much needed rest and relaxation, you’ll also need to prepare for an even best season next year. Refundo is dedicated to helping you with that, so we’re hosting the Refundo Webinar Series for Tax Professionals,where we present 20-minute interactive webinars, aimed at helping you stay informed and grow your business.

We kicked off the series on April 9 with “5 Ways to Keep Your Clients Engaged After Tax Season”. Our expert guest speaker was Emilio Jimenez, our colleague and former owner of a successful tax prep chain. Emilio shared with us his best practices for maintaining customer loyalty and keeping your clients’ attention once tax season’s over. If you missed the webinar, don’t worry! We recorded it for you. Here's the link!

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Topics: latino tax pro, webinar, tax training, tax education

Refundo Now Offers LendUp Loans in Mississippi

Posted by Michael De Senna

Apr 11, 2014

Do you live in Mississippi? Are your customers stuck in a never-ending payday loan cycle?

If so, we have good news for you!

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Topics: Loans, Refundo, ERO, tax preparer, 1:1 fund, lendup

Introducing the 2014 Webinar Series
for Tax Professionals

Posted by Sharon Bennett

Apr 01, 2014

Tax Season is almost over. Take a moment. Catch your breath. But don’t get too comfortable.

Soon it will be time to make preparations for an even busier, more successful tax season to come. And if you want to be ahead of the game, it’s best to start early.

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Topics: Refundo, ERO, tax preparer, tax season, tax professionals, webinar, series

3 Financial Mistakes You Don’t Know
You Are Making

Posted by Daphne Veras

Feb 27, 2014

This article was originally published on Manilla.com

What’s worse than making a mistake?

Easy. Making a mistake that you don’t know about.

It’s dressing inappropriately for a job interview. It’s looking extremely orange on pictures from the excessive use of fake tanner. Or the inappropriate use of the terms their, there, and they’re on your public social media posts.

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Topics: Credit History, Credit Cards, Debt, Personal Finance, mobile banking, banking, refundo mobile app

6 Simple Tips for Budgeting
(Even if You Suck at It)

Posted by Daphne Veras

Feb 20, 2014

Guest post by Anna Cadwallader, Manilla.com

This article was originally published on Manilla.com

Overspending happens easily. We’ve all had that moment where we’ve looked at our most recent purchases and been a bit surprised by our overzealous credit card swiping. That’s why it’s important to create a budget to maximize saving and to take control of your finances.

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Topics: Personal Finance, budget, saving, budgeting, overspending

IRS Loses Appeal: Loving V IRS Case Update

Posted by Daphne Veras

Feb 11, 2014

In response to the September 2013 IRS appeal, the U.S. Court of Appeals ruled today that the agency has no authority to require tax return preparers to pass competency exams, pay annual fees and complete at least 15 hours of continuing education courses each year.

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Topics: Industry, Tax Updates, ERO, Tax, tax preparer, IRS

Top 10 Reasons Why EROs Choose Refundo

Posted by Daphne Veras

Feb 11, 2014

In today’s ever-changing, technology-driven world, people are always looking for the next big thing out there.

Hottest smartphone, latest software update, newest gadgets... anything that will help us become more efficient, help us manage our time better, and make our lives easier.  

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Topics: Industry, Refundo, ERO, Tax, tax preparer, refund transfers, refund processor

Announcing Card Payments for Tax Preparers

Posted by Michael De Senna

Feb 07, 2014

For anyone who's ever started a business will tell you, setting up a merchant account to accept credit card payments is a big pain. All the back and forth with the bank and the list of fees for this and that and the time... my goodness, the time that is wasted that could've been used to focus on sales and marketing. Well, we decided to change all that...

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Topics: Refundo, ERO, Tax, accounting, tax preparer, merchant services, refund transfers, credit card processing

Surviving a Job Loss. How Prepared Are You?

Posted by Daphne Veras

Jan 29, 2014

Guest post by Kate Furlong, Manilla.com

When a job loss hits, it can be terrifying for everyone involved. Not having a steady paycheck is a very difficult thing to adjust to and it can be much worse if you are already living paycheck to paycheck or have a family to support. However, there are some things you can do both before and after you lose your income to help you through the ordeal.

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Topics: Credit Cards, Debt, Personal Finance, budget, budgeting, job loss

Have You Heard About Tax Identity Theft?

Posted by Daphne Veras

Jan 15, 2014

Ready for tax season? If you haven’t heard about tax identity theft, you may not be.

Tax identity theft happens when someone files a phony tax return using your personal information – like your Social Security Number- to get a tax refund from the IRS. It also can happen when someone uses your SSN to get a job or claims your child as a dependent on a tax return.

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Topics: Industry, Tax Updates, ERO, Tax, tax preparer, identity theft

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