Every financial transaction in your tax office – Simplified

Our Goal is to Simplify Every Financial Transaction in your Tax Office

Since our start in 2009, we’ve made it our mission to empower independent tax professionals with the latest tools to attract and retain new clients while offering award-winning customer support from multiple call centers. Our reputable and user-friendly programs have made us an innovative leader with more than 38,000 tax offices enrolled in our systems.

Nice to Meet You!

Tax preparation is competitive, so the more options you have to attract and retain new customers and build your business, the better. We’ve made it our mission to give you–the independent tax professional–an edge in a crowded field while simplifying the refund process. We believe an educated customer–is an EPS customer.

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Low cost refund transfers & amazing customer support

Get the EPS Edge

  • Low Cost Refund Transfers1
  • Generous Rebates for EROs
  • More Options
  • No-Cost Client Option Taxpayer Advance Loans2
  • No In-Season ERO Marketing Fees for Taxpayer Advance Loans3 
  • Tax Office Loans
  • Credit and Debit Card Processing Developed Specifically for Tax Professional
  • Award-Winning Customer Support

    Pre-Acknowledgement fee3 applies.

1.The Refund Transfer is an optional tax refund-related product offered by Pathward®, N.A., Member FDIC. The Refund Transfer is not a loan. E-filing of tax return is required to be eligible for the product. Subject to approval. Fees apply. See terms and conditions for details.

2.The Refund Advance is an optional tax-refund related loan provided by Pathward®, N.A., Member FDIC (it is not the actual tax refund) at participating locations. Program availability and loan amounts may vary based on state and software provider. The amount of the loan and applicable interest will be deducted from tax refunds and reduce the amount that is paid directly to the taxpayer. Fees for other optional products or product features may apply. Tax returns may be filed electronically without applying for this loan. Loans offered in amounts of $250 (where available), $500, or $1,000, 25%, 50%, or 75% of your expected tax refund from $250 – $7,000. When calculating the amount of your loan, the amount of your “expected” tax refund may be affected by any refundable tax credits. Loans in the amounts of $250, $500, and $1,000 have an Annual Percentage Rate (APR) of 0.00%. Loans in the amounts of 25%, 50% or 75% of your expected tax refund have an APR of 36.0% with a minimum loan of $1,250. For example, $2,500 loan representing 50% of expected refund borrowed over 29 day term, total amount payable in a single payment is $2,571.51 including interest. Availability is subject to satisfaction of identity verification, eligibility criteria, and underwriting standards.

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