Tax News
Can tax preparation fees be deducted from a refund?
You might often hear the question, “Can tax preparation fees be deducted from my refund?” The answer is yes, thanks to Refund Transfer (RT) programs. EPS Financial has three robust programs that allow your clients to deduct your tax prep fees from their tax refund. Over 44K tax professionals choose to partner with us annually […]
START PLANNING YOUR 2027 SUMMER LEARNING EXPERIENCE
WITH THE TOP INDUSTRY TRADE SHOWS:
Latino Tax Fest, June 21 – 24 2027
MGM GRAND HOTEL & CASINO – LAS VEGAS, NV
Taxposiun, June 21 – 23, 2027
Hynes Convention Center – Boston, MA
EPS Academy
Educational Webinars for Your Tax Office Navigate tax season complexities smoothly The tax industry is competitive and full of last-minute changes. As a tax preparer, it can feel overwhelming to have to stay on top of all updates and take care of your business. Remember, you’re not alone in your tax prep business journey. Our […]
What are Taxpayer Advance Loans?
Everything You Need to Know About Taxpayer Advance Loans Navigating tax preparation can be overwhelming. This is especially true when you want to improve your services as an independent tax preparer. But here’s a straightforward solution that can help: Taxpayer Advance Loans. This type of loan helps your clients and adds an additional valuable service […]
Update
Stimulus Payments – 12/30/2020
All Government EIP distributions (stimulus payments) will be sent directly to recipients from the IRS via check, direct deposit or prepaid card. We do not expect any of those payments to be sent to the EPS refund transfer accounts. If EIP payments are directed to a refund transfer account, we will communicate with the IRS and the IRS will send the payments directly to the recipient.
Our systems or call centers will not have any information regarding EIP payments. The best method of tracking an EIP payment from the IRS is through the IRS’ “Get my payment” website tool –
https://www.irs.gov/
More information is available here:
https://www.irs.gov/newsroom/
Tax Call Center Named Best Medium Contact Center by the International Customer Management Institute
Celebrating Excellence: Our Tax Call Center’s Exciting Achievement We’re thrilled to share some exciting news that underscores our commitment to supporting you during tax season. Our call center has been awarded the prestigious “Best Medium Contact Center” by the International Customer Management Institute (ICMI). This recognition highlights our exceptional performance, vibrant culture, and impactful […]
Credit Card Processing: Why Contactless Payments are in Demand
The COVID-19 pandemic has disrupted our normal routines and has made a significant impact on consumers’ expectations and the way they interact with businesses. To thrive during these difficult times and emerge from the pandemic successfully, businesses must learn and understand the new habits of consumers and why they are choosing them. Consumers […]
What Tax Pros Should Know About Creating a Data Security Plan
Tax pros must create a written security plan to protect their clients’ data. In fact, the law requires them to make this plan. Creating a data security plan is one part of the new Taxes-Security-Together Checklist. The IRS and its Security Summit partners created this checklist. It helps tax professionals protect sensitive data in their […]
How to Successfully Network at Summer Trade Shows
Networking is an invaluable skill, especially in the tax preparation industry where connections can open doors to new skill and growth opportunities. As you gear up for this summer’s key tax industry events—Latino Tax Fest, IRS Nationwide Tax Forum, and NATP Taxposium—here’s a seven tips to help you network successfully and make the most out […]