Hispanic Marketing Resources - Marketing to the Hispanic Community: A Comprehensive Guide for Tax Preparation Offices

All New Updated 2008-2009 version

Forms in Spanish and English

(All documents in this guide come in both hard copy and on a CD so that you may personalize with your office name, address and phone number)

Client Intake Form
Bank product and electronic filing client handout
Privacy policy handout
ITIN application with step by step instructions
Acceptable documents list for ITIN client handout
Client Satisfaction Survey

Marketing Tools in Spanish and English

Flyer that includes question and answers about tax preparation
Pre-written radio ads that really work
Venues that are the best bang for your advertising dollar
Suggestions for public relations, events, networking and community exposure
Contact information for Hispanic agencies across the United States
Helpful website addresses and phone numbers

Wording for signs in your office
Pre-written recruitment ads for bilingual tax school students

Hiring and Training the Right Staff

Spanish competency testing
Interview questions & recruiting ideas
Reproducible handouts for training tax preparers
Training handouts for your front desk person
Training for Interpreters and those working with interpreters

Also includes:

An English-Spanish Glossary of Words and Phrases most frequently used in Tax preparation

Sample Topics

Multiple marketing ideas & resources to target your customer and fit your budget.
Most frequently asked questions and answers by Hispanic clients.
Hispanic radio, T.V and Newspapers: The best impact for your advertising dollar.
Everything you always wanted to know about ITIN's and marketing ITIN services-how to quickly triple your customer base.
Becoming an IRS authorized acceptance agent for ITINs.
Pitfalls to avoid that can shortchange your client when preparing a return with a ITTN.
Recruiting, interviewing and hiring the right staff-it’s not as easy as it sounds.
Past tax years: Issues that come into play with software, tax law and Hispanic dependents.
Cultural Issues: Americans often unknowingly offend through ignorance of cultural norms. Avoid this and learn to provide a welcoming atmosphere.
Networking in the Hispanic community-Strategies for trust building.
Educating your client-questions and concerns that would never occur to the average American taxpayer that you must address!

How to Order

Editorial Reviews

Margie West, Senior Director of Marketing, Jackson Hewitt, October 2004

"The book enabled us to expand our Hispanic client base and gain insight into a whole new sector of business."

Danny Hewitt, Director of Franchise Marketing, Liberty Tax Service May 2004

"This book is a Must Have for all tax preparation offices! We have seen incredible results by following the strategies."

Amazon.com Reviews

R. Brody - November 17, 2005

"A great book both for Hispanics and those unfamiliar with the Hispanic culture. Very thorough text on Hispanic culture and how to effectively market and provide needed services to this community. Packed with educational material and actionable strategies for tax preparation offices.

The book impressively reflects Blaire's experiences in marketing tax prep services to the Hispanic community and the feedback of other practitioners that have implemented Hispanic Marketing based on this guidebook.

Can't be overlooked for anyone that is truly interested in reaching the large and growing Hispanic market."

Jason Mcdonald - October 20, 2005

"This is a great book at helping to understand the hispanic community and market. Different countries have different cultures and usually we are only aware of our own. This books helps you to understand what is important, insulting, trusting etc in their community. One small gesture could insult another culture unintentionally and ruin business opportunities for many in that culture. If you own a business and have hispanics in your community, buy this book."

R. Hayden - March 3, 2005

"Two brand new tax franchises in North Carolina used the techniques in this package their first year. They tripled the number of returns they did that first year! That got the Franchise's attention (one of the major three). The Franchise bought a book for EVERY franchisee and hired the author as a consultant.

The other two major Franchises brought the author in to speak/consult. They bought her book and are encouraging all of their franchisees to get it also.

This is an exploding market."