Questions that are commonly asked by customers, answered!

Frequently Asked Tax Questions

Get answers here to the most frequently asked questions about our bank programs for tax professionals. If  you can’t find what you’re looking for here, give us a call or send us an email. We believe an educated customer is an EPS customer. 

Q: What products does EPS offer for clients?

A: We offer Refund Transfers to Tax Professionals where you can have your tax preparation fees deducted from your clients returns. We also offer Taxpayer Advance Loans! To the Tax Professional like yourself we assist with In Season Loans, Fee Assist, Software Assistance. We have so much!! I almost forgot we also have a merchant services Program.

Q: What is payment processing all about?

A: We have a program for every size tax office, depending on volume. If it’s a low volume office, we have a no monthly fee option with one flat rate, you pay as you go. Our most popular program has a $29.95 monthly fee only assessed from January-May and you can use the service all year. No monthly fees until the end of Jan 2022!!

Q: Can I go ahead and sign up now?

A: We open enrollment in October but we can add you to our database so that you can begin to receive information about our programs and upcoming open enrollment. Please fill out our form so we can email you more information.


Q: Marketing fees, Pre Acknowledgment Loans and In-Season Advances

A: Taxpayer Advance Loans (in-season)–Clients can receive a no-cost advance loan of  $250, $500, or $1,000. Clients who want to borrow a higher amount, can apply for an interest bearing loan. (25%, 50%, or 75% of an anticipated refund between $250 and $6,000).

Taxpayer Advance Loans (in-season)–Clients looking for higher advance amounts $250 to $6000 can apply for interest-bearing loans representing 25%, 50%, and 75% of their expected tax refund.