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Financial Services Franchise Industry News & Announcements

Franchising.com brings you the latest in Financial Services franchising news from around the web. As one of the most trusted news sources for the Financial Services franchise industry, Franchising.com streams hundreds of the latest news directly to your desktop.

H&R Block Offers Tax Preparation Discount To Drivers Who Partner With Uber »

January 28, 2015 at 8:28AM PST | Source: H&R Block

Partnership Between H&R Block and Uber Benefits Partner Drivers at Tax Time
KANSAS CITY, MO - (Marketwired) - January 28, 2015 - H&R Block (NYSE: HRB), the world's largest consumer tax services provider, is offering drivers who partner with Uber, the global technology platform that connects riders with drivers, a discount on H&R Block tax preparation costs.
"With the rise of the sharing economy, a new type of freelancer and entrepreneur is becoming more common, including those that drive on the Uber platform. But in many ways, this partnership actually brings to mind H&R Block's days as a start-up on Main Street 60 years ago, helping small businesses with their tax and accounting needs," said Kip Knight, H&R Block president of U...

H&R Block Unveils Tax Identity Shield(SM) To Help Protect, Assist Consumers »

January 26, 2015 at 6:17AM PST | Source: H&R Block

First and Only Tax Identity Theft Protection and Restoration Assistance Product of Its Kind
KANSAS CITY, MO - (Marketwired) - January 26, 2015 - At a time when tax identity theft is on the rise, H&R Block (NYSE: HRB), the world's largest consumer tax services provider, joins with Equifax Inc. (NYSE: EFX) to offer its clients the industry's first product specifically directed to helping protect against tax identity theft, the Tax Identity ShieldSM. While there are other identity-monitoring services available, none is specifically directed to helping protect against the growing problem of tax identity theft. Yet, since 2010, approximately 3 million taxpayers have fallen victim to criminals using personal identity information to file a fraudulent tax return and steal refunds from the IRS...

United Real Estate Group Continues Rapid Growth, Earning Worldwide Recognition »

January 22, 2015 at 6:16AM PST | Source: United Real Estate

Stepfan Swanepoel Ranks CEO Dan Duffy in Power 200
January 22, 2015 // Franchising.com // KANSAS CITY, Mo. – Dan Duffy has been recognized as part of the next generation of real estate brokers by real estate education and consultancy firm T3 Experts. The firm is led by real estate speaker, consultant and author Stefan Swanepoel, along with technology and brokerage experts Michael McClure and Jack Miller. Since acquiring United Country Real Estate in 2006, Duffy was the only person to successfully launch two real estate companies during possibly the worst housing crisis in America's history – United Real Estate and United Country Auction Services.
"We are honored to be recognized by Stefan for the second year in a row," said Dan Duffy, CEO of United Real Estate...

BookKeeping Express Partners With Aire Serv® To Boost HVAC Franchise's Bottom Line »

January 21, 2015 at 8:10AM PST | Source: Bookkeeping Express Centre

TYSONS CORNER, Va. - January 21, 2015 - (BUSINESS WIRE) - BookKeeping Express (BKE) has partnered with Aire Serv, a 175-location franchise that provides commercial and residential installation, maintenance and repair of heating, ventilation, air conditioning and indoor air quality systems.
"Today's small business owners are feeling the pressure. Countless hours are dedicated to learning and maintaining complex back office functions. That's where we come in. That's where we are changing the game"
BKE improves the organization's financial well-being through its specialized franchisor accounting platform, which leverages its expertise in business process outsourcing to create a win-win situation for the entire Aire Serv franchise system and its parent company, The Dwyer Group®...

H&R Block Emerald Prepaid MasterCard®: A Consumer Champion »

January 21, 2015 at 5:10AM PST | Source: H&R Block

Independent Organization Selects Emerald Card for Its Inclusion, Trust, Success and Opportunity
KANSAS CITY, MO - (Marketwired) - January 21, 2015 - H&R Block's (NYSE: HRB) Emerald Prepaid MasterCard® won recognition as a Consumer Champion by industry publication Paybefore. A six-judge panel for the 2015 Paybefore Awards selected the Emerald Card for delivering the "best consumer value" and embodying Center for Financial Services Innovation (CFSI) principles: embrace inclusion, build trust, promote success and create opportunity.
The Emerald Card will compete against two other cards for the "Best in Category" honor at the 2015 Paybefore Awards ceremony held Feb. 24. The public may vote for the "Best in Category" winner by visiting http://paybefore...

Real Living Real Estate President Robert McAdams Jr. Named To Swanepoel Power 200 List Of Most Powerful People In Real Estate »

January 20, 2015 at 9:29AM PST | Source: Real Living Real Estate

For Second Consecutive Year
IRVINE, Calif. - January 20, 2015 - (BUSINESS WIRE) - Real Living Real Estate, one of the nation's leading national real estate franchisors and a member of the HSF Affiliates LLC family of real estate brokerage networks, announced that President Robert McAdams Jr. has been named to the 2014-'15 Swanepoel Power 200 list for the second consecutive year.
Swanepoel Power 200 recognizes those who its organizers describe as the 200 most powerful individuals in residential real estate including industry executives, thought leaders and innovators. The ranking is based on several key factors including an individual's personal influence; his or her tenure in the industry; the office he or she holds; the decision-making power of that office; the financial resources of his or her company or organization; that company or organization's significance and contribution to the industry; the company's geographic reach; and the candidates' recent activities, growth and potential...

H&R Block And NBA Announce New Partnership »

January 20, 2015 at 5:10AM PST | Source: H&R Block

Partnership Tips Off Jan. 28 in Cleveland
KANSAS CITY, MO - (Marketwired) - January 20, 2015 - H&R Block (NYSE: HRB) today announced a new promotional partnership with the National Basketball Association (NBA). The multiyear agreement marks the company's first-ever partnership with a North American sports league.
As Tax Services Partner of the NBA, H&R Block will make stops at several upcoming league events along the company's 2015 national consumer activation tour. The first of these events is at the Cleveland Cavaliers home game on Jan. 28, followed by activities during NBA All-Star 2015 in New York, where H&R Block will showcase their expertise during one the league's biggest events of the year.
H&R Block will leverage its relationship with the NBA in upcoming advertising, and will work with the league to develop custom content on NBA...

H&R Block Awards $1.4 Million In Grants And Scholarships Through Teen Financial Literacy Program »

January 20, 2015 at 4:00AM PST | Source: H&R Block

One Exemplary High School and Its Students Won $227,500 in Scholarships and Grants
KANSAS CITY, MO - (Marketwired) - January 19, 2015 - As part of its commitment to teen financial literacy, H&R Block recently awarded $1.4 million in classroom grants and student scholarships through its H&R Block Budget Challenge. The online simulation allows students to experience paying bills, managing expenses and more in the safety of a classroom - where a mistake is not nearly as costly as in the real world.
"Our goal is to arm teens with the personal finance skills and confidence they need to succeed when they are out on their own," said Kathy Collins, chief marketing officer at H&R Block. "H&R Block Budget Challenge is an investment in American teens...

United Real Estate Announces Continued Sponsorship Of Autism Speaks »

January 14, 2015 at 10:51AM PST | Source: United Real Estate

January 14, 2015 // Franchising.com // KANSAS CITY, MO. - United® Real Estate, a fast-growing real estate and franchise operation company, announces that it will be partnering with Autism Speaks for its' second charity golf event. The tournament, which will kick off United's annual real estate convention, will be donating all funds raised to the organization.
"One of the guiding principles of United Real Estate is the belief that we need to be a positive contributor to the communities we serve," said Peter Giese, President, United Real Estate. "With approximately 50,000 individuals diagnosed with autism turning 18 each year, there is a growing need to help these individuals successfully transition into adulthood. Autism has touched my family personally; the more time and resources we donate to autism research and support, the more we are able to help individuals on the autism spectrum succeed...

H&R Block Offers Free Software To TurboTax Users »

January 12, 2015 at 5:46AM PST | Source: H&R Block

Taxpayers Who Bought TurboTax Basic or Deluxe Software Can Switch to H&R Block Deluxe + State for Free and Get a Refund Bonus
KANSAS CITY, MO - (Marketwired) - January 12, 2015 - H&R Block (NYSE: HRB), the world's largest consumer tax services provider, is offering its Deluxe + State desktop software free to taxpayers who already purchased TurboTax's Basic or Deluxe software for 2014. The offer comes in the wake of a change in forms available to TurboTax Basic and Deluxe clients. Many TurboTax clients are discovering the products they've used for years will no longer support their tax needs without additional paid upgrades.
The biggest change TurboTax made in their forms coverage is no longer supporting Schedule A in their Basic product...

H&R Block's Redesigned Do-It-Yourself Product Offers Consumers New Features For Best Value »

January 09, 2015 at 5:04AM PST | Source: H&R Block

New DIY Campaign Offers Consumers Nine Key Incentives
KANSAS CITY, MO - (Marketwired) Jan. 09, 2015 - H&R Block (NYSE: HRB), the world's largest consumer tax services provider is offering consumers several new features this tax filing season. Beginning today, DIYers using H&R Block's Free Edition will receive a free federal return and a state return at a special low price through February 15.
As additional incentive, taxpayers who file with H&R Block online also will receive up to 10 percent extra on top of their federal refund to use on e-gift cards from more than 40 retailers and will have access to the new Refund Reveal(SM) tool.
"This is the best DIY product we've ever offered," said Jason Houseworth, president of global digital products for H&R Block...

Liquid Capital Eyes Continued Franchisee Growth In 2015 »

January 09, 2015 at 3:51AM PST | Source: Liquid Capital

The Full-Service Factoring Franchise Ends 2014 with Sights Set on 2015 Expansion
January 09, 2015 // Franchising.com // Irving, Texas - Liquid Capital, the franchise dedicated to helping businesses grow by providing instant financing options, has itself grown in 2014 as 14 additional franchisees joined the ever-expanding franchise. Looking forward, Liquid Capital anticipates even more growth in 2015, projecting close to double the number of new franchisees from 2014, and an eye towards international expansion.
Of the 14 new franchisees that were added to Liquid Capital's roster, ten were in the United States and the remaining four were in Canada. In the U.S., Liquid Capital added North Carolina, Minnesota and Pennsylvania to their footprint as well as adding additional franchisees in Virginia, Texas, California and Florida the United States, and Ontario and British Columbia in Canada...

H&R Block Celebrates Refund Season With New Advertising Campaign »

January 08, 2015 at 12:26PM PST | Source: H&R Block

Guarantees Consumers the Maximum Tax Refund Amount
KANSAS CITY, MO - (Marketwired) - January 08, 2015 - H&R Block (NYSE: HRB) has launched its 2015 advertising campaign, "Get Your Billions Back, America," which highlights the tax preparation company's commitment to getting consumers the most money they deserve in tax refunds.
Get Your Billions Back references the more than $300 billion dollars the IRS delivered in tax refunds last year. The campaign features the brand's bow-tie wearing spokesperson and H&R Block tax preparer, Richard Gartland. This tax season, H&R Block's more than 80,000 tax professionals will help consumers celebrate Refund Season by providing expert tax preparation advice to ensure clients receive the maximum refund possible from the IRS...

Liberty Tax Service Opens 2015 Tax Season With Free, Frank ACA Advice »

January 08, 2015 at 9:52AM PST | Source: Liberty Tax Service
Liberty Tax Service  Opportunities Available

VIRGINIA BEACH, VA -- (Marketwired) - Jan. 05, 2015 - Liberty Tax, Inc. (NASDAQ: TAX) - The 2015 tax season arrives with a complicated new partner -- The Affordable Care Act (ACA). This is first year in which the health care law will have tax implications, and Liberty Tax will start it right by inviting customers in on January 7, for food, fun and frank conversation about the ACA and its impact on taxpayers.
More than 1,000 Liberty Tax offices across the country will participate in Taxapalooza, a national roadside party to celebrate the start of tax season. This is a record, with more than triple the number of offices participating than did last year. Liberty Tax's goal is to assure taxpayers that we have the resources and the knowledge to handle all their tax issues, including those related to the ever-evolving ACA...

H&R Block Hosting A Nationwide Free Question & Answer Day On The Affordable Care Act »

January 05, 2015 at 5:12AM PST | Source: H&R Block

ACA Tax Impact Analysis Offered Free to All Consumers at January 8 Event
KANSAS CITY, MO - (Marketwired) - January 05, 2015 - H&R Block (NYSE: HRB) stores nationwide will open for the company's first-ever Affordable Care Act (ACA) Q&A Day on Thursday, Jan. 8 to help prepare consumers for the biggest tax code change in the last 20 years. H&R Block ACA Specialists at Block's 10,000 offices nationwide will be available for 12 hours straight, from 9 a.m. to 9 p.m. No appointment is necessary and anyone can come in to receive free advice on how the ACA may affect their 2014 taxes and refund.
The ACA requires all individuals to have health insurance unless they've received a government exemption.
"The Affordable Care Act has made health care a tax issue and is going to make filing taxes more complicated this year," said H&R Block President and CEO Bill Cobb...

United Real Estate Unveils Next-Generation Office Websites With Mobile-Friendly Design »

December 23, 2014 at 5:13AM PST | Source: United Real Estate

December 18, 2014 // Franchising.com //KANSAS CITY, MO - United® Real Estate, a fast-growing real estate and franchise operation company, announces the launch of mobile-friendly office/broker websites, increasing the company's online presence and offering visitors a richer digital experience geared towards any device. The launch of United Real Estate's next-generation broker websites is a key development in the continued digital evolution of the company, featuring a better user experience, more content and a mobile-friendly design.
"We have delivered company websites that are unmatched in terms of functionality and flexibility", said Kevin Oldham, Chief Marketing Officer, United Real Estate. "Our office websites yield significant value to our brokers and demonstrates our commitment to providing brokers and agents the newest, most innovative technology tools...

H&R Block CEO Applauds Congressional Action To Stem Improper Payments »

December 17, 2014 at 11:10AM PST | Source: H&R Block

KANSAS CITY, MO -- (Marketwired) -- 12/17/14 -- H&R Block, Inc. (NYSE: HRB), the world's largest consumer tax services provider, today announced its strong support for new legislation directing the Treasury Department to implement uniform standards for taxpayers claiming refundable credits. President Barack Obama signed the legislation into law yesterday.
"It makes no sense to have different documentation requirements and fail to screen for fraud at every opportunity. This legislation is a huge step forward and will do much to help achieve the legitimate goals of covered tax credits while at the same time reducing improper payments that result from fraud or complexity by those claiming the Earned Income Tax Credit or other refundable credits," said Bill Cobb, H&R Block President and CEO...

H&R Block Reminds Consumers Of Deadline To Enroll In Health Insurance Coverage »

December 15, 2014 at 8:58AM PST | Source: H&R Block

Licensed Health Care Advisors to Help Clients Activate Coverage for Jan. 1 by Enrolling by Dec. 15
KANSAS CITY, MO -- (Marketwired) -- 12/12/14 -- H&R Block (NYSE: HRB), the world's largest consumer tax services provider, reminds taxpayers that Monday, December 15, 2014 is the last day to enroll in health insurance coverage that will be effective on January 1, 2015. Most taxpayers will need to have health insurance coverage for 2015 to avoid a potential tax penalty when they file their taxes in 2016.
For the second year, H&R Block is offering nationwide health insurance enrollment services through its partnership with GoHealth. H&R Block's enrollment services, free of charge, help consumers understand their options, apply for the Advance Premium Tax Credit and select and enroll in health insurance coverage...

Jackson Hewitt(R) Introduces New Consumer Promise: "Working Hard For The Hardest Working(SM)" »

December 12, 2014 at 10:38AM PST | Source: Jackson Hewitt Tax Service

Guarantees the Biggest Refunds and Plans to Provide Solutions Beyond Tax Preparation to Improve the Year-Round Financial Health And Well-Being of Its Clients
PARSIPPANY, N.J.--(BUSINESS WIRE)--In advance of the 2015 tax season, Jackson Hewitt Tax Service® is reintroducing itself to America with a new consumer promise to the hardest working American families seeking help, guidance and support to navigate the complex tax and health care code for this tax season and beyond. On the heels of the Labor Department's report on the recent jump in hourly wages, Jackson Hewitt is committing to helping Americans hold on to these important pay gains with the promise of getting them the biggest refund they deserve and 100% accuracy guaranteed.
This new promise will come to life in Jackson Hewitt's 6,300 locations and in its new online and mobile experiences...

Jackson Hewitt® Introduces New Consumer Promise: "Working Hard For The Hardest Working(SM)" »

December 10, 2014 at 6:54AM PST | Source: Jackson Hewitt Tax Service

Guarantees the Biggest Refunds and Plans to Provide Solutions Beyond Tax Preparation to Improve the Year-Round Financial Health And Well-Being of Its Clients
PARSIPPANY, N.J. - December 10, 2014 - (BUSINESS WIRE) - In advance of the 2015 tax season, Jackson Hewitt Tax Service® is reintroducing itself to America with a new consumer promise to the hardest working American families seeking help, guidance and support to navigate the complex tax and health care code for this tax season and beyond. On the heels of the Labor Department’s report on the recent jump in hourly wages, Jackson Hewitt is committing to helping Americans hold on to these important pay gains with the promise of getting them the biggest refund they deserve and 100% accuracy guaranteed...



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