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2024 Tax Season Enrollment is OPEN!

As the industry leader, we offer innovative and user-friendly tax programs that will help you attract new clients and grow your business.

With over 35,000 enrolled tax offices, we provide programs tailored for your office and market, customizable merchant solutions for tax offices, and award-winning customer support.

We are excited to work with you this tax season!

Need More Details?

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I’m Ready to Enroll!

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Enrollment is a breeze with just a few simple steps:

 

  1. Enroll with your tax software by clicking their logo below. Make sure to select “EPS” in the bank application for an edge in the 2024 tax season.
  2. Login to our site to complete your enrollment. This is where you will manage your EPS account.
  3. Sit back and relax, knowing that you have taken the first steps towards a successful tax season.

 


Can't find your software above? No problem!

Contact your software provider to inquire if EPS Financial is available.
If it is not, enroll directly with us.

CHOOSE FROM THREE UNIQUE REFUND TRANSFER PROGRAMS1!

Give clients the option to pay your tax preparation fee later through their refund. These refund transfer programs are designed to open the door to new clients and ensure that you get paid. We offer three different options, allowing you to choose what works best for your tax office:

LOW COST REFUND TRANSFERS

$20 REFUND TRANSFER FEE

EASY TO USE

HIGH INCENTIVE REFUND TRANSFER

EARN UP TO $20 PER TAXPAYER

NO MINIMUMS

NO COST TAXPAYER ADVANCE REFUND TRANSFER

$0 ERO MARKETING FEE4

HIGH APPROVAL RATE

*Enrollment start date might vary by software provider.

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. e-Bonus Terms: EPS will pay a $8 rebate for each funded check and direct deposit disbursement and $16 for each card disbursement. An additional rebate of $4 will be awarded for each additional funded deposit on any disbursement. Funding is defined as any taxpayer return funded by IRS or state that covers the entire e-Bonus product price of $39.95 (account set up fee) or subsequent $14 (additional deposit fee) and was funded between the start of eFile and April 30, 2024. The rebate will be sent to the tax professional via ACH between June 15-30, 2024. EPS reserves the right to withhold any rebate funding if the tax professional owes EPS money from duplicate checks, excessive loan loss, fraud, enrollment status, or other issues. Rebate availability varies by state and software.

3.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.