Money to move your tax business forward

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TAX OFFICE LOANS1

Get the funds you need and accomplish more!

We want to make sure you have the capital you need to weather industry fluctuations by offering Pre-Season Office Start-Up and Fee Advantage® In-Season Fee Assist Loans to ensure the smoothest tax season possible. Repay the loans through your tax preparation fees.

 Launch tax season successfully with three solutions

 

Pre-Season Office Startup

Fee Advantage:
In-Season Fee Assist

Software Purchase Assistance2

Pre-Season Office Startup

Get the funding you need as early as October to open your office and gear up for tax season. Invest in office equipment or promotional materials. Once the season starts, the advance is repaid through your tax preparation fees.

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Fee Advantage®: In-Season Fee Assist

Receive up to 50% of your tax preparation fees early, helping you manage funding during the initial filing of taxpayer returns.

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Software Purchase Assistance

Refund Advantage will help you take advantage of your software’s early pricing. Once tax season begins, the advance is repaid through your tax preparation fees. Ask if your software partner participates!

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REWARD YOUR Customers!

Up to $500 on a FasterMoney® Discover® Prepaid Card3 ! Get an early advantage over your competition, in time for the holidays! Attract new customers, retain existing customers, or use as a referral program.

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Simple yet powerful
Tax preparer tools for
Independent tax businesses

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

2. Participating Software partners only. 

3. The FasterMoney® Discover® Prepaid Card is issued by Pathward, N.A., Member FDIC, pursuant to a license from Discover Network. Discover and the Discover acceptance mark are service marks used by Pathward, N.A., Member FDIC, under license from Discover Financial Services.