Simplify Next Tax Season with ALL-IN-ONE

Tax season can often feel like a whirlwind of paperwork, calculations, and deadlines. As an independent tax preparer, you’re juggling multiple clients, each with unique needs and situations. Wouldn’t it be great to offer no-cost (to you) professional tax preparation services or programs? They can make your work easier and improve your clients’ experience. That’s where the Refund Transfer Program (RT) comes in, part of the ALL-IN-ONE Solution. Let’s explore how this program can streamline your tax season and tax return preparation. Simply, make running your business easy for both you and your clients.

Understanding Refund Transfers:

A Refund Transfer lets you provide your clients with tax preparation services without assessing any upfront costs. Your clients can have your service fees charged directly from their tax refund. This applies to refunds from the IRS or State. No hassle, no fuss!

Why consider a Refund Transfer Program?

1. No upfront fees for clients: This makes professional tax preparation available to everyone. Especially helpful for those who may not have the money to pay right away. Clients get their returns prepared without dipping into their pockets first.
2. Flexible disbursement options: Clients can choose how to receive their refund. They can select direct deposit, the FasterMoney® Visa® Prepaid Card², or a paper check printed in your office. This flexibility means they can pick whatever suits their needs best.
3. Seamless process for you: Once you enroll in the RT program through your tax software provider, using it as part of your normal tax preparation flow is easy. Integration with major tax software such as TaxSlayer, Drake, and TaxWise  ensures everything runs smoothly.

Here is the full list of all the tax software partners:

Benefits for Your Tax Office

• Secured cash flow: for clients that are unable to pay up front, this allows you to secure a method of payment before they leave the tax office.
• Improved client satisfaction: Providing extra services like RTs can boost client loyalty and happiness. This can lead to repeat business.
• Competitive advantage: Stand out from national tax chains by providing flexible products and services that fit your community’s needs.
• Real-time insights equals real-time decisions: With business dashboards, you can track your office’s performance and make informed decisions quickly.

How It Works: A Quick Rundown

• Enrollment and setup: Sign up through your tax software and select Refund Advantage as your bank partner. Straightforward and quick!
• Client choice: During tax prep, offer your clients the RT. Be sure to inform them of any fees upfront and clarify that an RT is not a loan. Make sure they know that terms and conditions apply and your tax prep fee will be deducted from their refund.
• Refund processing: After the IRS or State processes the return, Refund Advantage handles the rest. We deduct your fees before we send out the refund to clients via their chosen method.

We’re Here for You

At Refund Advantage, we know how demanding tax season can be. Our goal is to support you with tools and resources that help you succeed with less stress and more confidence.

Together, we can make this tax season your smoothest one yet. And remember, you’ve got this—and we’ve got your back!

If you’re ready to make tax season more manageable and rewarding, consider exploring the Refund Transfer program we might just be the partner you’ve been looking for.

For more information:

Please visit our ALL-IN-ONE page or reach out to our dedicated customer service team. They are ready to answer any questions you may have and guide you through the process. Our easy-to-use platform makes your experience simpler. This lets you focus on your tax season goals—serving your clients and growing your business.

We also provide tax industry updates and host the RA Talks, our monthly webinar. That we highly recommend to attend during pre-Season and tax season. These will help you stay updated on the latest product enhancement, growth strategies, and best practices from our experts. By taking advantage of these tools, you can enhance your skills and have a stellar tax season. Plus, you will have the opportunity to ask questions and get real-time feedback on our products and services. Check out our RA Talks page to register for the upcoming webinar!

So, why wait? Let’s make this tax season a success together. Consider Refund Advantage and experience the difference for yourself!

Don’t hesitate to reach out to our friendly, U.S.-based customer support—bilingual assistance is available too!

Let’s make this tax season a success, together!

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 FasterMoney® Visa® Prepaid Card is issued by Pathward®, N.A., Member FDIC, pursuant to a license from Visa U.S.A. Inc.