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2023 Tax Season Enrollment is Open!

With more than 30,000 tax offices enrolled in our system, we are the 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. We look forward to working with you this tax season!

Enrollment is easy with a few simple steps!

 

  1. Enroll with your tax software by clicking their logo below. Make sure you select “EPS” in the bank application – your 2023 tax season edge!
  2. Login to our site to complete your enrollment. This is where you will manage your EPS account!
  3. Sit back and relax knowing you’ve taken the first steps towards a successful tax season.

 


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Don't see your software above?

Contact your software provider to see if EPS Financial is available. If it is not, click below to enroll with us Direct.

THREE UNIQUE REFUND TRANSFER PROGRAMS1!

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 TRANSFERS

HIGH INCENTIVE REFUND TRANSFER

NO COST TAXPAYER ADVANCE REFUND TRANSFER

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, 2023. The rebate will be sent to the tax professional via ACH between June 15-30, 2023. 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 – $6,000. 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.