This document outlines topics that were discussed in a tax preparation session with a client named Jun Chen. It includes reviewing the previous session, discussing settlement options and refund disbursement options, explaining prepaid debit cards and lines of credit, wrapping up the appointment by asking for next year's business, and reviewing the session to improve future client experiences.

1. Jun Chen Session 9

8. Recommendations 86.9% of respondents said they would trust a friend’s recommendation over a review by a critic. (Marketing Sherpa, July 2007) WB 106

10. H&R Block Advantage Report WB 108-110

11. Prior Year Comparison WB 111