We Simplify Tax Season
GET EVERYTHING YOU NEED
TO GO THE DISTANCE
We put the ease in tax season for independent tax professionals with our simple to use All-In-One bank program. Our Refund Transfers1 are simple, affordable, and offer aggressive and flexible incentives; our Taxpayer Refund Advances2 come with no-cost options for you and your clients; and our bilingual customer service team supports you every step of the way.
HERE’S HOW REFUND ADVANTAGE
SIMPLIFIES TAX SEASON
Refund Advantage SIMPLIFIES THE DAY
Does collecting your tax prep fees feel like a never-ending battle? Want to give your customers another way to pay for your services? Refund Advantage has the solutions you need.
START UP or RE-ENROLL YOUR TAX OFFICE
IT’S EASY
REFUND TRANSFERS1
Collect your tax preparation fees from clients’ refunds.
FEE
DEFENDER
Get paid on past due tax prep.
TAXPAYER REFUND ADVANCE LOANS2
Give clients the money they need now.
TAX OFFICE LOANS
Capital to manage your business.
SUPPORT
We stand by you every step of the way.
December Loyalty Program
Reward your loyal customers!
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 keeps it simple, offering strong programs to keep you competitive with other tax offices in your market.
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, $1,000, 25%, 50%, or 75% of your expected tax refund up to $7,000, with interest-based applicants receiving an average of $2,003.41; $7,000 available only to well-qualified applicants with a minimum expected tax refund of $9,569. Underwriting standards subject to change. When calculating the amount of your loan, the amount of your “expected” tax refund may be affected by any refundable tax credits and fees. 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 31-day term, total amount payable in a single payment is $2,576.44 including interest. Availability is subject to satisfaction of identity verification, eligibility criteria, and underwriting standards.
The December Taxpayer Loyalty Program is not a loan to your clients. No fees may be charged to your clients for this program. Refer to your ERO Program Agreement for further details.