Welcome Pros
We don’t just stand by your tax office, we walk with you every step of the way! Sign up and learn about joining our network of over 35,000+ tax professionals. Get access to refund transfers¹, tax office loans², taxpayer advance loans³ and marketing materials to make this tax season the best one yet.
Refund Transfers
Easy to use and consistently priced for your client’s convenience and continued trust
Tax Office Loans
Capital you need to take your office to the next level
Taxpayer Advance Loans
Fast approval process. Your client could walk out of your office with funds the same day you file their return
Customer Support
Excellent US-based customer support in English and Spanish
RA PAYMENTS
Debit and Credit Card Processing starting as low as 1.74%
Refund Transfers
Our Refund Transfers are simple, convenient, and consistently priced. Refund Transfers allow your customer to pay your tax preparation fees from their tax refund.
Taxpayer Advance Loans
With our fast approval process, a client could walk out of your office with needed funds for bills and other expenses on the same day you file their return.
Introducing ACH Payment Processing by RA PAYMENTS
Refund Advantage is now offering debit and credit card payment processing at rates as low as 1.74%, another way for any size business to collect tax preparation fees and gain an edge over competitors. Designed specifically for tax offices, our payment processing program comes with no monthly fees outside tax season and no long-term contracts.
Tax Office Loans⁸
Get the funds you need to accomplish more.
Customer Support
Our experienced teams are standing by to answer all your questions and offer insight into navigating your smoothest tax season ever.
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. Office loan availability dependent on ERO application approval and eligibility criteria. Terms and conditions apply.
3. 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, $1,000, 25%, 50%, or 75% of your expected tax refund from $250 – $6,000. 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.
4. Certain Refund Advance Loans are available are at no cost to tax preparers and taxpayers; however other options include a marketing fee and consumer fee.
5. Participating Software partners only.
6. A marketing fee of $29.95 applies for every approved In-Season advance with a refund transfer or loans without a refund transfer. $0 marketing fees require the use of the FasterMoney® Discover® Prepaid Card for disbursement.
7. The FasterMoney® Discover® Prepaid Card is issued by Pathward, N.A., Member FDIC, under a license from Discover Financial Services. Discover and the Discover acceptance mark are service marks used by Pathward, Member FDIC, under license from Discover Financial Services.
8. Office loan availability dependent on ERO application approval and eligibility criteria. Terms and conditions apply.