Money to Get
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TAX OFFICE LOANS1

Money to Manage Your Business

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

GET THE MONEY YOU NEED TO LAUNCH TAX SEASON

 

Pre-Season Office Startup

In-Season Fee Assist

Software Purchase Assistance

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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In-Season Fee Assist

Fee Assist allows you to receive 50% of your tax preparation fees early (once the IRS has acknowledged the return), 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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Offer Customers
INSTANT REWARDS!

Up to $100 on a FasterMoney® Visa® Prepaid Card! 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 dependent on ERO application approval and eligibility criteria. Terms and conditions apply.