Get The Edge to Power Your Business

Join Our More Than 25,000 Independent Tax Offices

ENROLL WITH US. SEE RESULTS.

At EPS, you really can have it all. An industry leader in tax-related financial products, we pride ourselves on offering low cost refund transfer programs, tax refund advances, and tax office loans, as well as a credit and debit card processing program developed specifically for tax offices. EPS puts the ease in tax season by providing affordable, innovative, and customizable programs to help independent tax professionals manage and grow their business.

ENROLL WITH US IN 2 STEPS

Enrolling with us for the first time? Re-enrolling with us this season? Just choose your tax software provider and fill out the bank application. Then let us know which EPS program you’d like to enroll in. That easy!

THREE UNIQUE REFUND TRANSFER PROGRAMS!

Give clients who may not be able to pay your tax preparation fee upfront the option of paying you later by using their refund. What better way to open the door to new clients and then ensure you get paid before they leave your office. EPS provides three different Refund Transfer programs because YOU know best what works for your tax office.

Low Cost Refund Transfer

HIGH INCENTIVE REFUND TRANSFER

NO COST TAXPAYER ADVANCE REFUND TRANSFER

An Educated Customer is an EPS Customer

The difference between our 3 programs has made us an industry leader. In other words, independent tax offices that enroll will see results based on their specific tax office needs. Above all, here’s where EPS excels:

  • Low-Cost Leader
  • More Options
  • Originate over $1B in Taxpayer Advances
  • Customized Merchant Service Options

Start Now

Taxpayer Advance Loans Gives Clients Flexibility

Clients who want access to money before receiving their refund, can apply for an advance loan and can get same-day access to funds4. EPS’ new loan structure raises the bar on approvals, and our no-cost options1 for clients help you stay competitive with national chains. We also have a no in-season marketing fee3 option for tax professionals. We’re so committed to giving you what you need to grow your business that our programs have originated more than $1billion in taxpayer advances!

Pre-Acknowledgement fee2 applies.

CLIENTS CHOOSE HOW THEY WANT TO RECEIVE THEIR FUNDS

Prepaid

Prepaid

Check

Check

Direct Deposit

Direct Deposit

Tax Office Loans5 to Get You Started and More!

We know how much goes into getting your office ready for tax season. That’s why EPS provides cash flow assistance to qualified tax preparers to help you get started. We offer pre-season office start-up loans, in-season fee advances, software purchase assistance, and a loyalty card program to reward your customers.

 

What is the EPS Edge?

With more than 25,000 tax offices enrolled in our system, EPS is the low-cost industry leader with innovative and easy-to-use tax programs to help you attract new clients and take your business to the next level. We give you access to programs to be competitive in your market, merchant options customized for tax offices, and award-winning customer support.

Merchant Services with No Monthly Fees Outside of Tax Season

EPS has built a credit and debit card processing platform specifically for the tax professional with no monthly fees outside of tax season, no long-term contracts, and hidden costs. We’ve been offering credit card processing for years as another way for any size business to collect tax preparation fees. If you’re already processing with someone else, ask us for a free statement analysis to see how we can save you money!

MAKE THIS YOUR BEST TAX SEASON EVER!

  • AWARD-WINNING CUSTOMER SERVICE
    Live chat options
  • MARKETING SUPPORT
    Promotional tools
  • BUSINESS REPORTING
    Keep track of transactions

Software Partners Make it Easy to Switch!

We’re compatible with many leading tax software programs, making it easy to switch to EPS and get The Edge when it matters most. Check out our software partners and get started now! If you don’t see your software on this list, give us a call. Our goal is to put the ease in your tax season with more options for doing business and serving clients.

 

The FasterMoney Visa Prepaid Card Saves You Time

FasterMoney Visa Prepaid CardThe FasterMoney® Visa® Prepaid Cardis a great option for clients who don’t have a traditional bank account in which to receive their tax refunds. In other words, the taxpayer doesn’t have to come back to the office to pick up a check. The prepaid card saves you time and the cost of printing a check while giving clients a secure and easy way to access their refund.

CERTIFICATIONS & MEMBERSHIPS

Through resources, connections and a strong industry voice, NATP helps tax professionals serve their clients with the highest level of excellence. Our members benefit from unmatched tax education and timely information and updates and are equipped to serve the taxpaying public honestly, expertly and professionally.

“At EPS, We’ve Made It Our Business to Help Your Business.”

EPS President, Clark Gill

1. Certain Refund Advance Loans are available at no cost to tax preparers and taxpayers, however other options include a marketing fee and consumer fee.

2. Pre-Acknowledgement Loans (approved prior to IRS Acknowledgement) have a $75 Marketing Fee.

3. A marketing fee of $25 applies for every approved In-Season advance with e-Collect and e-Bonus programs or loans without a refund transfer. $0 marketing fees require e-Advance program or use of the FasterMoney® Visa® Prepaid Card for disbursement with e-Collect and e-Bonus.

4. $0 Marketing Fees require e-Advance program or use of the FasterMoney® Visa® Prepaid Card for disbursement. Additional marketing fee applies for every approved advance with e-Collect and e-Bonus programs or loans without a refund transfer. Availability and fees may vary by software.

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