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Features & Benefits
 
Compliance & The Learning Center

Providing education to perform with proficiency and excellence!


At Refund Advantage we are committed to responsible business practices and the education of tax preparers. It is important that tax preparers are informed and have been made aware of pertinent laws when providing tax refund products. We provide information, assistance, education and training to support you in performing with proficiency and excellence throughout the tax season.

  • Our management team has been providing tax related tax refund products for over 27 years and have a wealth of knowledge and experience to share with you. You have experience on your side with Refund Advantage. We have serviced thousands of satisfied tax preparers and processed millions of tax refund products. We bring this experience to every customer. This enables us to assist you with confidence and true support.

  • We created the Learning Center where we provide a training course and test for all tax preparers and their employees to assist with education on best practices and other requirements in regards to tax refund products. This training is required for all employees who will be offering or assisting with the tax refund product in any way within your tax office.

  • We also provide Training Modules in the Learning Center. Training Modules walk you through how to maximize processes in your office with proficiency, and cover issues that affect both your office and your clients. The instructions in these modules will guide you to provide the best compliant customer service possible.

  • As we are aware of trends and current happenings within the industry we send you informational updates under Current News on the ERO Dashboard. This keeps you current with recent news so you can best inform your clients and make the most informed business decisions.

  • We provide TAX PREPARERs with many helpful forms & materials to guide you during tax season. Some materials are for you internally, and some are for you to provide to your clients. All of these materials assist with a smoother tax season.