H&R Block Tax Pro Series: Jennifer Puentes Takes Advantage of Digital Tools to Help Clients

February 03, 2022 : H&R Block

Nine years ago, Jennifer Puentes took H&R Block’s Income Tax Course. Today, she works hard at her Amarillo, Texas, office to ease the burden of taxpayers by providing her clients with a toolkit of digital options.

“Not everyone has the time to call, make an appointment, and sit and wait for their preparer to start and complete their return,” Puentes said. “H&R Block’s tools are user friendly with self-serve options online, and if they get stuck, they can switch to Online Assist to speak with a tax pro.”

Even with clients who visit an office, there are virtual options to help complete any tax return that is not completed on the first visit. The process saves clients from having to find the time to go back to the office. With COVID still being a concern for some, clients can set up a video consultation from the comfort of their own homes. Clients are still able to interact with their preparer in the same way they would in an office setting.

“If we want to reach each client, we need to be able to help them how they want to be helped,” said Puentes.

Puentes maintains clients by building trust and ensuring clients will return by showing them she can handle any tax situation/issue that a client may bring.

“Trust is built by showing expertise and finding the best outcome for each client. With all of the resources H&R Block has to offer for both clients and tax pros, there is no reason not to take our time and make sure we are doing everything right. Our clients come to us because we are experts at what we do, let’s show them that they came to the right place.”

Related Resources

H&R Block: Insights on American Perseverance

Millions of American lives have changed during the pandemic—and H&R Block has a front row seat to it all. See how people just like you are learning to thrive in these changing times.

New H&R Block Insights Report Looks Back at a Year of Americans Changing the Way They Worked and Becoming Smarter with Money

H&R Block releases new insights report outlining how Americans have persisted through the COVID-19 pandemic.

H&R Block Continues Business Growth with Two New Vice Presidents

H&R Block announces new vice presidents of Government Relations and Technology. Meet the new members of the team.

H&R Block Files Trademark Infringement Lawsuit Against Block, Inc. (formerly Square, Inc.)

H&R Block has filed a lawsuit against Block, Inc., formerly known as Square, Inc., seeking to enjoin the latter’s infringement of Block’s family of trademarks.

H&R Block

Connect with us