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Week three dutiful tax season participants: here is the news!
1. Sites and counselors should never keep a clients' documents (completed return, W2s , social security cards, etc). 2. Counselors may NOT share login names (Everyone using OBB to file returns or applications MUST attend the appropriate training). 3. To ensure the highest quality of services, client complaints are investigated. 4. Finally not complying with the rules above or in the OBB organization agreeement could result in removal as an OBB counselor. Next Week Check for our Tax Counselor and Site Spotlights! That's all we have for you folks this week. Look for these updates next week and in the weeks to come for more important information about tax season!! |
Thank you for all your hard work!! Cailey Ambrose and the Ohio Benefit Bank Team |