REFUND TRANSFERS

Collect Your Tax Preparation Fees from Your Clients’ Refunds

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TAX PREP WITHOUT THE STRESS

Not all clients have cash in hand to pay your tax preparation fees and they don’t have to! Our three unique Refund Transfer programs level the PAYING field. Clients can now have their taxes prepared by a professional and use their refund to pay for it.

YOU CHOOSE THE BEST REFUND TRANSFER PROGRAM FOR YOUR BUSINESS

We offer three unique Refund Transfer1 programs that give clients the convenience of using their refund to pay your fee, while giving you an easier way to get paid.

LOW COST REFUND TRANSFER

HIGH INCENTIVE REFUND TRANSFER

NO COST TAXPAYER ADVANCE REFUND TRANSFER

Start Your e-Assist Journey

Don’t let past-due fees hinder your operations. Now you have the tool in your toolkit to get paid in time, only with e-Assist.

CLIENTS CHOOSE HOW THEY WANT TO RECEIVE THEIR FUNDS

The FasterMoney® Visa® Prepaid Card2 is a great option for clients who don’t have a traditional bank account. A printed check from your office allows clients access to their money as soon as they cash it. Direct deposit is an easy and convenient way for a client to receive their refund as soon as it’s available.

REFUND TRANSFER BENEFITS

  • Three simple refund transfer programs to choose from

  • Collect your tax prep fees from your clients’ refund

  • No sign-up fees and no minimums

  • One simple taxpayer advance loan program

“At EPS, We’ve Made It Our Business to Help Your Business.”

EPS President Clark Gill

OFFER SOMETHING FOR EVERYONE.
GET STARTED TODAY. SEE RESULTS.

We make getting paid easy with three unique Refund Transfer programs. You choose the best program for your business. Taxpayers choose how they want to receive their refunds.

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 FasterMoney Visa® Prepaid Card is issued by Pathward®, N.A., Member FDIC, pursuant to a license from Visa U.S.A. Inc