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
TAX PROFESSIONAL, CAROL SIMPLIFIES THE DAY
Carol relies on Refund Advantage for its simple All-In-One tax program. It gives Carol everything she needs to increase revenue, decrease expenses, attract and retain new customers. Watch how Carol helps clients like John can use their refund to pay tax prep fees.
START UP or RE-ENROLL YOUR TAX OFFICE
IT’S EASY
REFUND TRANSFERS1
Collect your tax preparation fees from clients’ refunds.
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.
Pre-Season 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, or $1,000, 25%, 50%, or 75% of your expected tax refund from $250 – $6,000. When calculating the amount of your loan, the amount of your “expected” tax refund may be affected by any refundable tax credits. 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.