A Tax Pro Guide to Refund Transfers [Infographic]

Refund Transfers Infographic Guide

Retaining 100% of clients is every tax business dream. As a tax professional, with only 3 months to make most of your revenue, you have your work cut out for you when it comes to client retention. And of course having minimal interaction with clients during the year does not make it any easier.

Simply providing basic tax preparation services is no longer sufficient. As competitors enter your market, it’s crucial that you are the most innovative tax professional on your block and that you NEVER have to turn away clients for not having enough money to pay for your services upfront.

Fortunately, we are here to help. We’ve created an infographic to give you a snapshot of how tax refund transfers work and the benefits of offering them in your office for you and your clients.