2024 Latino Tax Pro Preferred Partner

Gear Up for Next Tax Season with Us

Refund Advantage is your go-to for financial services, offering taxpayer refund advance loans and tax refund-transfer solutions, and more. Our mission? Financial inclusion for everyone.

Latino Tax Fest has snagged the ‘Excellence in Partnering’ award, recognized for stellar collaboration with the IRS in educating and serving America’s taxpayers!



“We want to provide the best services possible for our members and this announcement reinforces that initiative. Refund Advantage is a major player in the tax industry and collaborating with their expertise helps our members grow their businesses.”

Carlos Lopez
Latino Tax Pro Association President






Refund Transfers1

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Taxpayer Advance Loans2

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Tax Office Loans3

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Customer Support

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Take Your Tax Business to the Next Level with 5-Star Support



“All reps are very courteous and respectful, that makes a big difference to me in a stressful industry, never been rude or irritated with me.”


Philadelphia, PA


✓ Sessions in both English y Español

✓ Keynote Speaker Alert: Danny Werfel, Commissioner of the IRS

✓ For four action-packed days, the MGM’s halls will be buzzing with Enrolled Agents, CPAs, CTECs, AFSPs, and tax professionals eager to grow their business and stay current with industry trends.

✓ 73+ exhibitors ready to wow you

June 24-27, 2024

In-person attendee pass includes:

• Access to all Classrooms and Marketplace
• Complete Up To 23 Federal Units*
Mariachi Concert and Poolside Salsa Band

Bonus Day sessions only available to in-person attendees.

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 from $250 – $7,000. 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.

3. Office loan availability dependent on ERO application approval and eligibility criteria. Terms and conditions apply.