Page 9 - 2017 UFSTSG Investment Pres
P. 9

Traditional Retail Market













           PROS



           Brand Awareness


           Multiple retail locations


           Ask questions and gain more clarity


           Refund settlement products available



           Audit products available






           KEY STRENGTHS


            Branding







           CONS


           Tax preparers have as little as 5 days of training.


           Increasing amounts of tax preparer fraud and improper payments.


           Most are seasonal, with HIGH turnover. Lack of trust with taxpayers financial information.



           The pricing model is confusing.






           KEY WEAKNESS


            Lacks Competency and lack personal relationships
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