Experience The ease of Tax Season

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GET READY FOR YOUR
BEST TAX SEASON EVER!

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 Our Refund Transfers¹ are simple, affordable, and offer generous incentives, while our Refund Advance Loans get high marks for their cost and efficiency. Our mission is to help you, the independent tax professional, take your business to the next level.

FIRE UP YOUR TAX BUSINESS
IT’S THAT EASY!

Refund Transfers

Easy to use and consistently priced for client convenience

Taxpayer Advance Loans2

$250-$6,0005  for qualified clients and no-cost3 ERO options 

Tax Office Loans4

You could get the capital you need to take your business to the next level

Support

Helping you succeed with customer, marketing, and business support

We don’t just stand by your tax office, we walk with you every step of the way!

Make this your best tax season yet with the All in One Advantage:

  • Refund Transfers
  • Taxpayer Advance Loans
  • Tax Office Loans
  • Customer Support
  • RA Payments

You’re never alone
Supported every step of the way

Our management team has a long history in the tax refund product industry, so we know the demands you’re juggling as an independent tax professional. Our All-In-One program keeps it simple, offering features, benefits, and revenue opportunities to keep you competitive in your market. And our support team stand by you every step of the way.

Enroll with us

OUR COMMITMENT TO THE
INDEPENDENT TAX PROFESSIONAL

At Refund Advantage, we want what you want — a smooth and successful tax season. Our All-In-One program offers features and benefits so you can stay competitive with tax offices in your market.

Enroll Now

1. The Refund Transfer is an optional tax refund-related product offered by Pathward, N.A., Member FDIC. The Refund Transfer is not a loan. E-filing of tax return is required to be eligible for the product. Subject to approval. Fees apply. See terms and conditions for details.

2.The Refund Advance is an optional tax-refund related loan provided by Pathward, N.A., Member FDIC (it is not the actual tax refund) at participating locations. Program availability and loan amounts may vary based on state and software provider. The amount of the loan and applicable interest will be deducted from tax refunds and reduce the amount that is paid directly to the taxpayer. Fees for other optional products or product features may apply. Tax returns may be filed electronically without applying for this loan. Loans offered in amounts of $250 (where available), $500, or $1,000, 25%, 50%, or 75% of your expected tax refund from $250 – $6,000. When calculating the amount of your loan, the amount of your “expected” tax refund may be affected by any refundable tax credits. Loans in the amounts of $250, $500, and $1,000 have an Annual Percentage Rate (APR) of 0.00%. Loans in the amounts of 25%, 50% or 75% of your expected tax refund have an APR of 36.0% with a minimum loan of $1,250. For example, $2,500 loan representing 50% of expected refund borrowed over 29 day term, total amount payable in a single payment is $2,571.51 including interest. Availability is subject to satisfaction of identity verification, eligibility criteria, and underwriting standards.

3. Certain Refund Advance Loans are available at no cost to tax preparers and taxpayers and Pre-Acknowledgement Loans (approved prior to IRS Acknowledgement) have a $75 Marketing Fee.

4. Office loan availability is dependent on ERO application approval and eligibility criteria. Terms and conditions apply.