What your credit union can learn from Mint’s digital cross-selling process

by: Jonathan Lay

April 15th.

A day most Americans dread, and few celebrate.

Predictably, many hardworking citizens scramble at the last moment to complete their various forms and paperwork, sending countless CPAs and accounting firms into a frenzy as their customers 11th-hour requests.

And it’s strange phenomenon when you think about it.

Taxpayers are keenly aware of the approaching deadline, like a hurricane slowly approaching the coastline. Apparently, some people enjoy the endorphins stimulated from anxiety and choose to work under this pressure.

I commend them, but I prefer to keep my blood pressure at manageable levels.

Alas, I was one of those procrastinators this year. Usually a diligent tax filer, I was bit delayed in my filings this year.

Not to worry, though, as I planned to kick the proverbial can down the road by filing my first ever tax extension. At the conclusion of this form, I was asked to provide my 2014 anticipated tax liability.

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