Roger Chinchilla and Grimaldy Dominguez established Refundo in New York City in 2011. As first generation immigrants who owned and operated tax offices throughout the east coast, they understood a growing concern facing people in their community:
How much do large banks in the tax industry know about serving people in low income communities?
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Most Banks are generalists and lack the technology and time to create a strategy that retains and brings in new business each year.
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How do we know that?
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Well, because that used to be us. We used to have accounting, tax, & financial consulting clients of every size in all different kinds of industries.
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But one day, we had an epiphany…
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Instead of waiting for banking partners to adapt to new times, we needed to become a bank product provider and solve problems for tax preparers like ourselves.
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First we focused on removing All Junk Fees.Â
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Then, we started shifting some of the workload to help tax pros become more attractive.
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We brought back Refund Advances, after they were banned for YEARS.
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We created a process that lets you go Virtual with absolutely ZERO effort.
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And most recently, we’ve created a marketing library that contains a variety of professionally designed content that you can use to advertise your tax services.
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All with just the click of a button…
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It’s very difficult to be at the top of your tax game, and also manage the little details of owning a small business.
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That’s why we now dedicate Refundo to serving small tax business owners at every stage of their growth cycle.
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And here’s the thing…
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When you look at how some banking partners offer assistance with refund transfers or advances, they simply have the technology in place to allow the service to happen.Â
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Don’t you think they should feel a bit responsible with helping you grow that aspect of your business?
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This is where we see the biggest disconnect…
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They expect tax pros to figure it out, and think that some posters or banners on their storefront will have people pouring in…
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When in reality you’re overwhelmed with managing an entire business, and all you really want to focus on is Taxes.
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Most tax preparers don’t have the resources, marketing plans, or simple workflows in place to ACTUALLY grow their tax business every year.Â
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AND it’s time that we change that.