Instant issue checks provide your client a safe and convenient way to receive their federal and/or state tax refund by picking up a check that has been printed securely in your tax office. A toll-free verification number and website address are printed on all checks enabling check verification 24 hours a day. There are many convenient check cashing solutions available for your clients.

ACH Direct Deposits are a popular way for your clients with a checking or savings account to receive the proceeds of their tax refund. When the taxpayer's federal and/or state refund is received, we deduct all applicable fees and disburse the proceeds to the taxpayer's personal checking or savings account through Automated Clearing House (ACH) direct deposit.

The Refund Advantage Debit Card works like an ATM/Debit Card. You provide the taxpayer with a Prepaid Debit Card at the time their taxes are prepared. When the taxpayer's refund is received, we deduct applicable fees and place the proceeds on Debit Card. Cash can be withdrawn from the Debit Card at thousands ATMs nationwide, or through purchases with merchants, who take Visa.

With a State Refund Transfer, taxpayers enjoy the convenience of receiving both their federal and state refunds through the same disbursement method. Or, in some instances the only refund available to collect your fees is through the state refund. By encouraging your clients to receive a state refund product, you build additional customer loyalty and earn additional incentives! Plus, you help ensure you get paid your tax preparation fess in cases where the federal refund Is not paid by the IRS. Typically, a percentage of expected federal refunds are NOT released by the IRS. Since we pay your fees out of either refund, State Refund Transfers can help prevent fee collection problems!

In lieu of our traditional Refund Transfer Products which include Instant Issue Checks, ACH Direct Deposits, Debit Cards, and State Products, we offer an alternative tax refund product through the Fee Advantage Tax Preparation Payment Service.

With Fee Advantage, your clients can use their federal or state refund to pay your fees without incurring any additional costs. Reduce accounts receivable and/or inventory, and the loss of clients to tax preparation businesses that offer this service. There is now an easy and reasonably priced alternative for you to collect your fees at the time of service!

How it works..

Once the tax refund is released by the IRS, we deduct your tax preparation fees from the proceeds of the taxpayers refund, and remit the balance due to the taxpayer directly to the taxpayers bank account. Your client pays nothing for this service. You pay a $14.95 processing charge for each fee collection. The processing charge is deducted from the fees we collect on your behalf. Fees collected on your behalf (less the applicable processing charge) are remitted to you daily by direct deposit to your bank account.

Benefits for You:

• Eliminate Accounts Receivable and/or inventory
• Grow your business
• A NEW choice for clients unable to pay

Benefits for your Client:

• NO FEE to your client
• Trusted Experienced Delivery
• Convenience

Fee Advantage is one of the several tax refund services offered by Refund Advantage. In addition to Fee Advantage, we also provide traditional refund transfer products. Refund Advantage is a tax refund services company that specializes in providing OPTIONS and SOLUTIONS to the independent ERO, nationwide!

Refund Advantage gives you a choice by providing OPTIONS and SOLUTIONS to make tax season run smoother. We provide many ways that taxpayers can check the status of their refund, which will free up your time, allowing you to service more customers.

Taxpayers can check the status of their refund by:

1. Calling a toll-free automated service where they receive a customized message designed by you, using V.E.R.A.*.
2. Going to www.taxpayerinfo.com where they receive a customized message designed by you, using V.E.R.A..
3. Calling our toll-free Customer Service Center and speaking to one of our customer service experts.
4. Receiving a text message directly to their phone when their refund is ready.

*V.E.R.A.

V.E.R.A. is your Voice Electronic Refund Assistant! Save time and eliminate phone calls asking, "Is my check ready yet?" by personalizing messages on your own tax refund product information line. Customers use the automated service to find out the status of their refund and whether their check is available to be picked up or procees have been put into their bank account or on a debit card.

Provide customized, personalized automated customer service to YOUR customers! This service is available in both English and Spanish, and by toll-free calls (up to 5 calls per disbursement), computer and text (unlimited). For the convenience of both you and your customers, we provide you with business cards, in both English and Spanish, that you can hand to your customers with instructions on using V.E.R.A. Best of all, this service is FREE! Similar services cost thousands of dollars. You have complete control over the messages your customers receive!

• Albertsons, SuperValu, Shaw’s ($1500 maximum)
• Carrs
• Country Mart
• Dominick’s
• Genuardi’s
• H.E.B. ($3 fee for up to $9500 per check)
• Homeland
• K-Mart
• Pavilions
• Piggly Wiggly
• Randalls
• Safeway
• Speedway
• Tom Thumb
• United Supermarkets
• Vons