Michael Musso | H & R Block | Tel. 978.658.7654 Website: www.hrblock.com 

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Professional Background:

* Engineer, Facilities and Project Manager at P & G for 28 years. With H & R Block since 2008

* H & R Block has been in business since 1955 and is the largest national tax chain in the USA

* Mike thinks his client’s are the greatest, and fully appreciates the longevity and expertise that each preparer in his office brings to each tax season.

Business Model:

Mike first matches the needs of the client to the most appropriate H & R Block service representative available, based on the rep’s expertise in tax law. This often sets up a relationship that will last for years. All interviews concerning the client’s tax needs are facilitated around H & R Block’s proprietary software. Why is that important?

* Software is robust. Will detect potential inaccuracies during data entry activity

*Will raise red flags if the data does not support the proposed solution i.e., tax forms submitted

*Fully integrated with Federal and State tax agencies

*Final returns are guaranteed by H & R Block through peace of mind programs. Frequent users enjoy Emerald Advance benefits.

Best Fit Customer:

* People in the peak earning and accumulation phases of their careers

* People whose financial life is getting complicated, such as married couples with children in college, or when a large inheritance expected

* Small businesses with lots of employees who want to set up an on-site tax preparation service for their employees or want some help with their own taxes, too

Special Offer for BNBA Members:

Free second look of your last year’s tax returns. Typically, H & R Block will find errors in 2 out of 3 returns so it is worth the effort.

Rich’s Take Away:

“After spending a lot of time looking at Mike’s process and software, I can tell you that the software is rock solid. H & R Block represents good value for the consumer. Mike’s office is professionally run and quite pleasant.”

By Rich Wallner, BNBA Ambassador and New York Life Financial Professional ©October, 2011.