Pleasant Hill Team: Brian Rose Ryan Hernandez Jessica Wood H&R BLOCK Strategic Analysis: 1600 D Contra Costa Blvd., Pleasant Hill Strat●AID●G Consultants Inc. - Thinking outside the block!

S TRAT ●AID●G C ONSULTANTS I NC. - T HINKING OUTSIDE THE BLOCK ! Who are we? Our Mission: To provide our clients with optimal strategies that fit their needs Our Vision: We strive to create fresh and bold strategies using the tools provided by our client Our Method…… 1

2

E XTERNAL F ORCES H&R Block Pleasant Hill Downturn in US Economy General Location H&R Block Corporate 3

I NTERNAL F ORCES Seasonal Office 10 Tax professionals Title C Location 4

JCP Associates Porter & Yee CPA’s Garaventa Accounting Corp. 5

O UR S TRATEGIC R ECOMMENDATION Diablo Valley College Client Growth Potential Employment Opportunities Latino Blitz Client Growth Untapped Market Foreclosures Client Growth New & Growing Market 6

Located approx. 3 miles from our office. 22,000 student body 10,000 annual enrollees are between the ages of Can be a great resource for potential clients and possible employees. We plan on holding tax seminars and having a booth during their career fairs. 7

Tax Seminars during the school semester and a career fair booth. Seminars should target the students demographic Giveaway coupons for those attend FAFSA Send a Friend Second Look 8

o There is a sizable Latino segment in Concord Clayton Rd., Galindo St., and Monument Blvd. 22% of Concord is Hispanic (26,800 in total) Some of the major benefits to this strategy are: A large number of potential clients in a close and concentrated location Send-a-friend and referral programs work well in Latino communities A lot of people are looking for path-to-citizenship options Once the loyalty has been gained, clients are most likely going to return 9

L ATINO B LITZ T ACTICS Local Employer Solution Send a Friend Campaign Path to Citizenship Campaign 10

F ORECLOSURES 1 out of every 416 homes received a foreclosure notice in the month of August. H&R Block Corporate set aside 60 million dollars for their Option One Unit. Forgiveness Debt Relief Act & Mortgage Relief Act Currently there are 2012 foreclosed homes in Pleasant Hill & Concord (223 in Pleasant Hill & 1790 in Concord) 11

T OTAL F ORECLOSURES IN C ONCORD & P LEASANT H ILL 12

F ORECLOSURE T ACTICS 13

S UMMARY OF S TRATEGIES Diablo Valley College Local Tax Seminars Employment Opportunities Latino Blitz B2B Marketing Path to Citizenship Foreclosures Banks and Real Estate Agencies Foreclosed Clients 14

Tax Season ForeclosuresLatino Blitz Diablo Valley College 15

Pleasant Hill Team Brian Rose Ryan Hernandez Jessica Wood Special Thanks to: H&R Block Dorothy Lirio-Casa & Vince Largo Strat●AID●G Consultants Inc. - Thinking outside the block!