1. Tax Identity Shield Object:
SMART
LESSON
Links & Paths
DESCRIPTION
The “60 Minutes” video
A 15 minute video clip
DNA>Business priorities>Tax Identity shield
A video Clip from September, 2014 on the News TV show “60 minutes”
Sample Tax Desk Conversation Video
Sample written Script for the Tax professional at the Tax Desk
These are two separate links:
The first is a sample video of a TP interview conversation
The second link is a written transcript of a TP interview conversation (also written-out on page two is an abbreviated version)
Tax Identity Shield Webinar
DNA>Career & Development>skills to win>Smart tool index
This is a great webinar which explains what products are on the market now, and how ours is different, and why there is a need for this product.
Smart Tool Tax Identity Theft
A one-pager on FACTS about Tax identity Theft
Smart Tool Tax Identity Shield
This is a Two-page smart tool.
What is Tax Identity Shield
How much does it cost
And the features of the product
Tax Identity Shieldsm
Product Support Home page
This is the one -stop for everything Tax Identity Shield
Links
Training materials
Resources
How to help a client who has already been a victim of tax identity theft
Object:
To help protect our clients from Tax Identity Theft

2. Tax Identity Shield A Sample Tax Professional Conversation
SMART
LESSON
A Sample Tax Professional Conversation
Start with the POM conversation
Then tell the client about an additional protection SOLUTION we are offering this year.
Did you know that Tax Identity fraud is when someone steals your name and SS number and then files a tax return? In 2012 the IRS Identified approximately 1.2 million taxpayers as tax identity theft victims, in 2013 that number increased 33% .
I am sure you do not want to be a victim of tax identity theft, it could delay your refund 180 days or more.
There is no product on the market now that can protect YOU from tax identity theft.
It’s only an additional $20 if you purchase it today with our POM protection plan, I recommend this to all of my clients.
If you’re eligible, we’ll help you set up an IRS Identity Protection PIN which is an IRS personal identification number
You’ll receive a Pre-Tax Season Identity Scan & Alert
We’ll also notify you if we detect a return through the H&R Block system that is using your information.
Nothing is fool proof. So… if you do become a victim of tax identity theft, we’ll help you fix it with our restoration services
It’s a real solution to the growing problem of tax identity theft. I don’t want any of my clients to have to deal with the pains of tax identity theft, which is why I’m glad to offer this solution to you.