SCRIPT: OK,  I'm going to begin my interview  by asking you some questions this is designed to make sure that you get the highest refund under the law ...are you ready (PAUSE).

     Call Center                   Home Phone (10)        Full Name(25)                      TEOffice              Emplno (3)           Date         Time

                   

1. Do You Owe Any Back Taxes, Defaulted Student Loans or Back Child Support  And If So, How Much Would You Guess It Is  (Listen to the Amount and Then Tell Your Supervisor)?
2. Are You Claiming Any Foster Children For First Time This Year?  ........................
3.  Other Than a Newborn, R U Claiming Any Children This Year For The 1st Time
4.  Did You File Your 2003 Tax Return Last Year?.......................................................
5. Did You Receive Any State Aid (Food Stamps, Cash etc) In 2003 ? .......................
6.  Do You Have Children Living With You That You Claim As Dependents?......  
7. Did You Pay For Any Child Care Or Latch Key Last Year?..................................  
8. Do You Have A Receipt From Donating A Car or Clothes etc.?............................
9. Are You Married and Did You Live With Your Spouse at 12/31/2004 ? .................  
10. Did You Want Express The $500 or $650 Express Insta Cash If You Qualify? ...
11. Now Pause and Go Through The TAXexpress Payment Options Sheet............

     

12.  Did You Want Your Check Exchanged  to one on (Local Bank Name)? .........
13. How Did You Hear Of TAXexpress ? ................................................................
14.  If Radio or Friend, Name or Call Letters? ...........................................................
15.  What Is Your Social Security Number Please (Just Record For Next Step)  

 

Preparer Please Continue This Interview Using the TAXwise Interview Sheet and Then Come Back To This Page And Click On The  "Documents Needed" button below

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INSTA CASH

This is a great product which only we offer!   With  "Insta Cash",  our courier brings you a check for $500 minus the bank fee when he comes to pick up your papers and get the forms signed. The bank will charge you $57.95 for the service. 

To qualify, you can't owe any back taxes, defaulted student loans, child support or have a negative bank "Rapid Refund or Express Check" experience in the last 2 years.  You also must have had your last years taxes prepared and electronically filed but not by yourself.  The courier will bring the rest of your money depending on what other product you asked for.

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  EXPRESS CHECK

This is our fastest way to get money.  With our 8 (48) Hour Express Check, once our courier picks up your data and you have signed the forms, we guarantee to have a check for you within 8 (48) business hours or we pay you $25. 

To qualify, you can't owe any back taxes, student loans, child support or have a negative bank "Rapid Refund/Express Check" experience in the last 2 years.

The cost for this product will depend on the amount of the refund, but basically the bank charges from $99 to $179 and they take the fee out of the check when it comes.

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FAST CHECK

Fast Check works the same as Express except it takes about 10-12 business days and only costs a $99 no matter what the refund amount is. 

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CHECK EXCHANGE

This is a unique service of TAXexpress.  Basically, because the banks who do Rapid Refund and Express Check don't have branches in (City), a lot of people either have to wait or use a check cashing service to get their money today.  Those services usually charge from 5% to 12% to cash the check.

With our "Check Exchange", we take the out of town check and exchange it for one drawn on (Say Our Bank Above) so you can go right to a branch and cash it and you don't need an account. 

The fee for "Check Exchange" (Say Rate Above) or you might like Cash Pick which is even more convenient.  Its like check exchange except I'll give you the address to one of our Cash Centers here in (Say City) and they'll give you actual cash.  It costs 6.62%.

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CASH PICK

 Cash Pick is really convenient.  With this product, I'll give you the address to one of our Cash Centers here in (Say City) and they'll give you the actual cash.  It costs 6.62%

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