Unless you or your customer is getting a refund, tax time isn’t the most joyous time of year. Except for those individuals who filed for bankruptcy and now have trustees holding their money to pay off debts, the vast majority of special-finance customers have historically received tax refunds. That’s why it’s critical you prepare now [...]

How do you market to clients with a big tax refund burning a hole in their pockets? How do you get to them before they mentally or physically spend the money?
Well, there are several approaches that work well. One is to get their attention during the filing process itself. This can be done several ways.
Signing [...]

It’s almost that time of year and no I don’t mean Christmas. I mean the time of year that helps car people all across America pay off those credit card bills they accumulate during Christmas. Tax season is upon us and it is greatly needed after the tough financial year that has been 2009.
I have [...]