Page 3 - Xpert save you employees

A POWERFUL NEW

BENEFIT

For employers

Fulfills a universal employee need
Serves a mobile workforce

Positions company as innovative
and responsive to employee needs
Helps attract and retain employees

For employees

Advances financial wellness
Combines assisted tax prep with the

convenience of online environment
Delivers a superior virtual experience
consumers expect
Removes complexity from a necessary

task (i.e.,tax prep)
Helps employees manage key assets:
paycheck and refund

EXPERTISE MEETS

CONVENIENCE

No appointments, paper documents or

complicated tax software are needed.

Helpful

Our tax preparation, marketing, and
customer service functions are
managed in-house

Precise

Our tax filers are provided with the
most recent tax law updates and timely
tips that relate specifically to their

unique tax situation.