Join us Dec. 16 at 1 PM EST for EPS Academy: Enroll now to maximize your tax season!
Join us Dec. 16 at 1 PM EST for EPS Academy: Enroll now to maximize your tax season!
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888-782-0850
888-782-0850
Tax Office Solutions
Get Paid
E-collect
The simple, low-cost ($20) refund transfer program
E-bonus
Earn up to $20 more each season with a high incentive refund transfer program
E-advance
No cost taxpayer advance loan, no in season marketing fee refund transfer program
Disbursement Options
Flexible payment choices for every taxpayer’s needs
E-assist
Get paid on unfunded tax prep
E-pay
Simplify payments with debit, credit card, and ACH payment solutions and equipment
Fastermoney
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Visa
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Prepaid Card
Clients get up to 4 days faster access to tax refunds
Get A Loan
Taxpayer Advance Loans
Options for no cost taxpayer advances, no in season marketing fee
Tax Office Loans
Open your business early with with pre-season and in-season funding solutions
December Loyalty
Offer your loyal clients rewards and incentivize new customers EARLY December
Grow Your Business
Office Management Tool
EPS Edge is our all-in-one resolution for client management, marketing automation, and performance analytics
Gift Cards
Drive customer loyalty and referrals with reloadable Visa prepaid cards
Marketing Support
Overview of our ready-to-use marketing materials to attract new clients
Business Reporting
Gain deeper insights with real-time analytics and performance dashboards
Tax Debt Services
Help clients resolve tax liabilities while creating an additional revenue stream
Support
Contact Us
We’re here to help — Connect with our support team for product questions and account assistance
EPS Academy
Live Tax Industry Webinars in English & Spanish. Stay ahead of tax season trends with expert-led sessions, best practices, and product training
Knowledge Center
Explore articles, guides, and updates on bank products, tax industry trends, and upcoming trade shows
FAQs
Find quick answers to common questions about enrollment, refund transfers, loans, and program setup
About Us
Learn how EPS helps tax professionals grow with reliable banking solutions, innovative tools, and dedicated support
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Join Our More Than 44,000 Independent Tax Offices
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