Fanatical at Liberty

Category: customer service

Client came into my store 1st peak. ( We'll call him Bill). First thing he said was, "I just went to H& R Block and they wanted $99 to do my tax return... Do you believe that?" I said, "no- that's a great deal!" We discussed his tax situation and I told him that I'd never be the $99. guy, but this year I'd do it for less than Block to show him the difference. He agreed and I had a great time disc
Posted By: Ralph Guisti on Tuesday, March 18, 2014
After Cash in a Flash, we were looking for a great community promotion. We decided to give a $50 discount for donating a 20 pound or larger bag of dog or cat food for the local animal shelters and rescue leagues. It became so popular and effective that we have continued it through the end of March. To date we have donated approximately 200 bags of
Posted By: Alyce Copeland on Tuesday, March 18, 2014
This tax season was stressful enough, and I was wondering how I was going to afford to get my taxes done this year because I was not financially able to go to H&R block or any other tax account. The past two years, I tried my hand at it with Turbo Tax, and I believe I possibly sold myself short and did not receive the most of my return that was available to me. I stressed over this immensely, unt
Posted By: Debra Bubash on Tuesday, March 18, 2014
One of our customers recently picked up their tax refund check and went to Wal-Mart to get their check cashed. The customer then called our office stating they could not get it cashed and Wal-Mart was having system difficulties. The customer called our office very upset because she just spent her last few dollars on cab fare getting to Wal-Mart with her family and they were stuck without any ca
Posted By: Richard Weisenberg on Tuesday, March 18, 2014
I am here to tell you an amazing story about over coming extreme obstacles and still delivering top-notch customer service in the process. It all started on January 15, 2014 around 10:00 pm. The owner, Reggie Reyes, received a phone call from the Lemon Grove Fire Department. Turns out, the internal roof sprinkler system had deployed due to corrosion in the piping. The entire office was flooded
Posted By: Angela Lovelady on Monday, March 17, 2014
About a week and a half ago, a client came in to "get his return started" for he and his wife. He was going to Madrid the next day, and wanted to be sure that he wasn't going to owe that much money in taxes before he left. I was able to take a weight off his shoulders by informing him that he would be getting a refund from federal, but I couldn't finish the return because his wife had to be ther
Posted By: Dianne Montgomery on Monday, March 17, 2014
I met Ray Dunn at an IRS conference 10 years ago. Ray stayed in touch with me every year for the next 5 years, and finally asked me to listen in on one of John's conference calls. During the call, I was convinced that it would be easier to follow a proven system rather than continuing to create my own system. I had been a "mom and pop" tax business owner for more than 20 years. We now have 4 locat
Posted By: Jesse Smith on Monday, March 17, 2014
Despite our best efforts, the “Vast Majority” of our Company Stores do not have customers lined up around the building waiting to get their tax returns completed. The anecdote below, however, could certainly change that. Doing the right thing is not always the easy thing to do. Rarely is it convenient. But doing the right thing, especially when no one is looking, can have the power to define who
Posted By: Caleb Myles Myles on Monday, March 17, 2014
Last year we worked with a new client, they were all new to me. This client had a couple of years worth of returns and we were able to get them processed and get a very favorable result for the couple. They returned this year and I assigned them to one of my returning preparers. In the process of filling out the return, one of the numbers on the Client Information Sheet could be interpreted as e
Posted By: Carl Taylor on Monday, March 17, 2014
Tax Refund Keeps Car From Being Repossessed By Mark and Camelia Adel/Zees – Pinehurst, NC A client returned to us after a difficult year, having been one of many people laid off when a local carpet plant, located just down the street from our office, closed last January. We reached out to those workers and offered to prepare their tax returns for free last year. She was one of many who came
Posted By: Mark Adel on Monday, March 17, 2014