Eps financial tax preparer advance. Login to our site to complete your enrollment.

Eps financial tax preparer advance Tax education is essential for providing excellent service to your customers. Several years ago, EPS became a part of the MetaBank Company. Enroll with your tax software by clicking their logo below. All tax preparation firms are different. EPS Financial is an innovative leader in the tax-related financial product industry. A. The Refund Advance is based upon bank approval through EPS Financial, a division of Metabank. They service most of the industry with their processing. Feb 13, 2018 · The amount of the advance loan is typically based on a portion of the full amount of your estimated tax refund minus tax preparation service charges and other fees. The IRS issues its first acknowledgement of the tax season during the controlled launch phase of electronic filing, aka HUB Testing, the time period when the IRS tests the electronic filing system by receiving a limited number of tax returns in advance of the official opening of e-file. The client doesn’t have to dig into their pockets to hand out a payment for your fees. As soon as the tax season is in the books, the continuing education education, or CE credit, renewal process. Sign-up before 11/30/24 to lock-in your $99. Tax Year 2019-2020 Federal Tax Software. You can apply to the e-COLLECT program through our preparation services for three different Tax Refund Products: Nov 14, 2024 · 2 When clients receive their money in advance, the funds are issued as a loan secured by and paid back with the client’s own tax refund. Sep 21, 2023 · For many tax preparers, tax season is when they make most of their money for the year. e-Collect - e-Collect emphasizes low cost to the taxpayer. 10, 13, and 17 Dec. To support this, we make As a tax preparer, you are uniquely positioned as a trusted advisor to your clients, which is why EPS has partnered with Wolters Kluwer to provide your clients with a comprehensive BOI reporting solution, saving them time, and ensuring compliance while enhancing your office advisory capabilities. EPS Tax is a refund transfer product that allows you to pay your tax preparer their preparation fees with your tax refund. Become a Tax Preparer; Get an EFIN Number; PTIN Requirements; Tax Reform Updates; Practice Tax Returns A: Taxpayer Advance Loans (in-season) Clients can receive a no-cost advance loan of $250, $500, or $1,000. Customers with CTC information on their 2019 or 2020 federal income tax return received an advance payment on July […] Nov 30, 2024 · *Offer ends 11/30/24. A great advantage of getting EPS is it’s low marketing fees: Tax Preparer Resources. They benefit Refund Transfers (Bank Products) give tax preparers the ability to deduct tax preparation fees from a tax refund, limiting taxpayers’ up-front expenses—and allowing you to attract and retain clients while benefitting from fee-based revenues. An industry leader in tax-related financial products, we pride ourselves on offering low-cost refund transfer programs, tax refund advances, and tax office loans, as well as a debit and credit card processing program developed specifically for tax offices. Ask your preparer about other NO COST refund options. MyTAXPrepOffice has the LOWEST BANK PRODUCT FEES in the industry. Jan 9, 2025 · Understanding EPS Refund Advance. When the IRS or state funds your return, EPS sends the preparation fees to your preparer, deducts any other agreed upon fees, and distributes the remainder to you in the method you selected during tax prep. We have a complete staff of Sales, Marketing, and Support. This benefits the tax office so that you can get paid for your services. The amount of the Nov. Sigma Tax Pro is dedicated to providing professional tax preparers with high grade, comprehensive solutions at the lowest prices available. All fees, including tax preparation fees, are deducted from the refund proceeds. 95 bank products on the Mitchell Advantage program with EPS Financial (a division of Pathward/Refund Advantage) and to get your free professional tax software. Phone Numbers. If you have questions about the EPS program options, please contact them directly at either 877-801-4411 (Sales) or 888-782-0850 (Tax Preparer Support). You should expect to receive the card in the mail 7-10 business days after . From there, it's forwarded to your bank account through EPS Financial. Make sure to select “EPS” in the bank application for an edge in the 2025 tax season. The Refund Transfer is an optional tax refund-related product offered by Pathward ®, N. We also offer taxpayer advance loans from $250 - $6,000, with NO COST options for both you and your taxpayer! We know a lot goes into managing a tax office, and since 2009 we’ve provided independent tax professionals with the tools and help they need to grow their business and stay competitive. At EPS, we pride ourselves on offering low-priced and streamlined refund transfer programs to help you get paid, starting at only $20 to your customer. All you need to know about The new tax Child Tax Credit change The American Rescue Plan Act (ARPA) expands the Child Tax Credit (CTC) this tax year as the Advance Child Tax Credit 2021. express1040. Register for the EPS Academy webinar: End of tax season growth strategies, March 26 @1PM EST! As a paid professional tax return preparer, you can apply to offer tax-related bank products to your clients to assist them in paying for your tax preparation fees. * Please allow additional time for direct deposit processing at your bank. The applicant’s tax filing status is a primary consideration. E1 Visa® Prepaid Card by Mail (Issued by EPS Financial): If you selected to have your tax preparation fee deducted from your expected tax refund, but you do not have a bank direct deposit account, you can select to have your refund put on an E1 Visa® Prepaid Card. Call us today at 877-801-4411 or submit our contact form. – Jan. Taxpayer advance loans for taxpayers gives your clients access to money fast and easy during tax time. 4 X $20. EPS offers a program which enhances ERO’s tax preparation services (the “Program”), and permits ERO to offer to Taxpayers one or more products, including (in EPS’s discretion): an Electronic Refund Pathward offers tax refund transfer services, refund advance programs, prepaid card solutions, merchant services credit card processing services, and tax office business loans to independent tax preparation offices nationwide. We offer low-cost and high rebate refund transfers, tax business loans, taxpayer advance loans, low-rate credit and debit card processing, tax preparation software, and some of the best bank products for tax professionals available. 2 When clients receive their money in advance, the funds are issued as a loan secured by and paid back with the client’s own tax refund. To secure an EPS Refund Advance, understanding the eligibility criteria is essential. Marketing Resources: Custom strategies for customer retention. There is no longer an EZ form . Tax Preparation Information about Cardinal Tax Services: Affordable tax preparation for all individuals and small businesses. The Refund Advance is an optional tax-refund related loan provided by Pathward, N. net Mailing. Prepare 1040, 1041, 1065, 1120, 1120s and 990. ERO offers tax preparation services to U. There are no upfront costs with any EPS Financial product. The Refund Advance is available during January and February and the availability is subject to change. Jan 16, 2025 · Applying for an EPS Tax Advance requires careful preparation. Typically, individuals who have filed their taxes with a participating tax preparer are eligible to apply. Jul 15, 2022 · Bank products are client solutions that all tax offices should offer. For these options, the bank fee is only $64. As an EPS partner, Community Tax is committed to sending referred clients back to you for ongoing tax preparation. Proceeds from these loans are typically available within 24 hours of IRS acceptance of tax return or within 24 hours for those filing before the IRS start date. See terms and conditions for details. Tax Office Support: 484. Regular advance loans - Saturday March 15, 2025 11:59 PM (UTC) Refund transfers - TBA. On-the-day, in fact! No further upfront payments to the tax preparer. Study with Quizlet and memorize flashcards containing terms like and compliance with federal regulations, this training course and related exams are required for, 2021 - 2022 EPS tax compliance agenda, what financial institution does minority tax pros association use and more. e-Advance - e-Advance emphasizes advances with no in-season marketing fees. EPS provides a suite of comprehensive refund transfer and payment solutions to manage every financial transaction in your tax office. February 28/2022 is the last day to offer advance loan bank products to your clients. The banks themselves establish application and eligibility requirements and determine the EPS Financial website: EPSTax. What is Latino Tax Fest? Latino Tax Fest is the event that brings Oct 28, 2022 · It is sophisticated tax preparation software with the most up-to-date features, an easy-to-use interface, and the ability to electronically file an unlimited number of tax returns. Bank products are a quick and easy way to add revenue to your tax season while giving your customers the option to pay tax preparation fees with their refund. With our refund transfer programs, you can get 50% of your prep fees up to $300 the next business day once the IRS accepts the tax return. If a customer does not choose Pay-by-Refund, disbursement options are direct deposit or prepaid card. We also partner with and are integrated in more than a dozen tax software programs, making Refund Advantage an easy switch for most tax offices. Remember, you’re not alone in your tax prep business journey. , Member FDIC (it is not the actual tax refund) at participating locations. Clients looking for higher advance amounts $250 to $7,000 can apply for interest-bearing loans representing 25%, 50%, and 75% of their expected tax refund. Get peace of mind and secure your client’s payment before they leave your office. We charge by the Income Tax Form. TPG offers tax-related financial products through a network of tax preparation franchises, independent tax professionals, and online tax preparation providers. 3 Summer Tax Preparer Continuing Education Opportunities Tax News • As soon as the tax season is in the books, the continuing education education, or CE credit, renewal process. EPS offers three unique Refund Transfer programs that allow clients to use their tax refunds to pay your tax preparation fee. Customer Support: Bilingual support for better communication. Oct 18, 2021 · Immediate tax refund. 95 for a State Return, but most state returns just use information from your Federal return anyway, and you can just file your state return via paper if you don't want to pay $12. EPS Financial is a major financial company that has processed over $20 billion in tax products and other transactions since it was founded in 2009. Refundo. This is a short-term loan, usually for less than one month or until the IRS sends your full refund to the tax preparer. Nov 13, 2024 · Be sure to educate your clients about the convenience and benefits of using bank products, such as the ability to pay tax preparer fees directly from their refunds or to receive refunds in advance. All returns are now prepared on the re-designed 1040 2 When clients receive their money in advance, the funds are issued as a loan secured by and paid back with the client’s own tax refund. 41. taxpayers (each a “Taxpayer”). A RAL can be the solution many potential clients need to be able to afford your services or keep their business doors open. In addition to Refund Advantage, it provides bank products like EPS and TPG to help you provide excellent customer service. May 2, 2022 · The client gets to receive the tax refund quicker (compared to a mailed refund), minus the withheld amount. We issued over $1 billion in taxpayer advances last season and approved $150MM in tax office loans. We are a complete company. Jul 15, 2022 · EPS Financial. Here is what to expect: network and share ideas with fellow tax professionals Learn about navigating data entry Earn up to 8 […] Tax professionals can accept credit & debit card payments quickly and securely with year-round 1. This is where you will manage your EPS account. Dec 16, 2024 · Loan Variety: Easy Advance and Pre-Season Advance for cash flow needs. PO Box 1484. Refund Advantage and EPS Financial will stop processing advance loan bank applications at 4PM PST / 7PM EST. TPG offers tax-related financial products through a network of tax preparation franchises, independent tax professionals and online tax preparation providers. TaxSlayer Pro online tax preparation software 4/1/19 SO - if your advance loan is $3,400, and EPS receives your refund from the IRS in 21 days, the cost for the loan will about $70. EPS is facilitating debit payments of unfunded ERO tax preparation fees on behalf of EROs. TaxWise supports Santa Barbara TPG, Refund Advantage and EPS Financial. The Refund Transfer is not a loan. 1, 9, 18, and 30 Jan. Looking to give clients who need money now access to a Taxpayer Refund Advance Loan without having to pay a marketing fee during tax season? e-Advance is for you! With e-Advance, clients could receive loans between $250 and $7,000 depending on their expected refund. Feb 20, 2022 · Message Center Message - 2/20/2022. Login to our site to complete your enrollment. As a proud Preferred Partner of the Latino Tax Professionals Association, we bring you competitive programs and 5-star customer service. Office Setup Information - Enter your tax ID (EIN or SSN) and indicate whether it is an EIN. Fee Collect Services: Streamlined tax preparation fee recovery. Unlike traditional loans, it usually does not require a credit check, making it 2 When clients receive their money in advance, the funds are issued as a loan secured by and paid back with the client’s own tax refund. You can offer your clients two options: (2) High loan amount with interest. e-Bonus - e-Bonus emphasizes preparer rebates. They can promptly receive it in advance (minus a few deductions for fees). The owners father started his first tax service bureau in 1995. EPS Financial refund products are available to eligible taxpayers, require product application, and are subject to qualifications and additional fees. As a tax preparer, you must stay informed of the latest tax updates. , a U. Our team is here to help you overcome all the hurdles that may come your way because we believe that an educated customer is an EPS customer. Pre-ack advance loans - Sunday January 26, 2025 11:59 PM. Intuit ProSeries supports Santa Barbara TPG and Refund Advantage. Some of the features that facilitate this integration include the option to offer refund transfers, refund advances, and refund anticipation checks. Tax Refund Services, Inc (DBA: Tax Max) is the official tax preparer and is in no way affiliated with the co-branded company listed above. text}} × Close TPG serves consumers nationwide with tax-related financial products and services that provide value, are fairly priced, and satisfy consumer need. More clients in less time makes for happy clients and a better bottom line for you. Clients decide how they want to receive their refund: prepaid card, check, or direct deposit Independent tax offices choose to enroll in our programs–Refund transfer, no-cost taxpayer refund advance loan, tax office loan, rebates for EROs, loyalty program, best tax prep software, as well as low cost credit and debit card processing designed specifically for the tax industry are some of the reasons more than 25,000 independent tax offices choose to enroll in our systems. 3. Our dynamic payments platform delivers tailored options that include refund transfers (low cost, high rebates, and taxpayer advances with no cost to the tax preparer), ERO loans, and seasonal-priced credit 3 Summer Tax Preparer Continuing Education Opportunities Tax News As soon as the tax season is in the books, the continuing education education, or CE credit, renewal process. We have been in business since 2006. 546. $39. The Direct Pay program collects tax preparation fees from a taxpayer's refund. Oct 22, 2024 · If you choose to have your tax preparation fees deducted from your refund, here's how to check the status of your refund. {{option. If you don't see the option to mark a return for an EPS Financial advance loan, check the items below: 1. Rebate availability varies by state and software. 74% processing fee. As a tax preparer, you can offer this bank product to clients who are eligible for this solution. Pre-ack advance loans - Sunday January 26, 2025 11:59 PM The rebate will be sent to the tax professional via ACH between June 15-30, 2025. S. EPS offers award-winning customer service, marketing support to help grow your office and business reporting to keep track of financial data and transactions. A Tax Service Bureau is not just a tax software reseller. com is another option to file your Tax Return for fee. Login Customer Support 844-244-1787 844-244-1787 Jan 23, 2025 · Through its tax brands, EPS Financial and Refund Advantage, Pathward provides tax refund payment processing, taxpayer advance loans, tax office loans, prepaid cards, and customized merchant Oct 23, 2024 · 3. The EPS Refund Advance is a short-term loan that bridges the gap between filing your tax return and receiving your refund. Free software is a l imited offer constrained by supply & demand to those with minimum volume bank products. You can offer your clients two options: (1) Low Loan Amount for no taxpayer cost, or (2) High loan amount with interest. Your money is initially sent to a temporary account that we setup for you before the fees are removed and the remaining balance is disbursed to you. EPS Financial offers three programs for you to choose the best for yourself and your clients (click the link to learn more about each). **Check with your Tax Preparer for availability. Federal law requires all tax preparers to go through training before they can assist taxpayers during the next tax season. Businesses should compile detailed financial statements, tax filings, and projections of expected tax refunds, ensuring compliance with standards like GAAP or IFRS for accuracy. It's up to the taxpayer whether or not they wish to use a bank to facilitate payment of their refund, and if they choose to use a bank they will pay nothing up front to have their Dec 30, 2020 · 3 Summer Tax Preparer Continuing Education Opportunities. We do not charge time nor do we charge by the number of your tax documents! $95 Base price of a 1040. This ensures that the tax preparer can verify the expected refund amount, which is e-Advance. The funds are easily deposited in your bank account and you can use your tax prep fees to repay the advance! EPS Financial is an innovative leader in the tax-related financial product industry. TPG is located in San Diego, California. A tax service bureau is a business that is able to make the best relationships in the tax industry. E-filing of tax return is required to be eligible for the product. EPS Financial. Quick Tax Office partners with EPS Financial, EPS offers a program which enhances ERO's tax preparation services (the "Program"), and permits ERO to offer to its Taxpayers one or more products, including (in EPS's discretion): an Electronic Refund Disbursement Service (the "Disbursement Service"), a prepaid card issued by EPS (the "Prepaid Card"), or the Refund Advance Loan ("Refund Advance Nov 14, 2021 · Tax News • July 28, 2021. Your client won’t have to wait for the IRS to process and remit their tax refund. 2240. 95 REFUND TRANSFER FEE The Refund Transfer is not a loan. May 15, 2023 · Ultimate Tax’s software, for instance, offers easy integration with bank products, making it much easier for tax preparers to provide their clients with a range of financial products. Business Tools: In-depth reporting to drive growth. If you are owed a federal tax refund, you have the right to choose how you will receive the refund. That’s why you should join the summer fun at Latino Tax Fest, the ultimate tax continuing education seminars for tax preparers. EPS also provides the lowest bank fee for direct deposit and printed checks. Similar to credit card processing, the transaction cost is paid for by the tax preparer. Offered by financial institutions, it provides immediate funds for individuals facing urgent financial needs. We have a deep understanding of our clients’ needs and aim to provide an unparalleled overall We are excited to offer financial services like taxpayer refund advance loans and tax refund-transfer solutions, all driven by our mission of financial inclusion for everyone. Sit back and relax, knowing that you have taken the first steps towards a successful tax season. You can view general information about their tax products by logging in to Drake Support, going to Products > Bank Product Providers and then selecting the bank you wish to review. Engage with a financial institution or specialized service provider offering EPS Tax Advances. Feb 14, 2024 · 2 When clients receive their money in advance, the funds are issued as a loan secured by and paid back with the client’s own tax refund. Apr 16, 2020 · Snapback Tax Services shared an email with KENS 5 from EPS Financial, a division of Metabank, explaining the IRS erroneously sent the stimulus funds to Metabank accounts instead of sending financial service providers to offer you a wide variety of payment processing solutions. 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. Our award-winning customer support, strategic marketing materials, and business reporting feature go a long way in ensuring a smooth tax season. Offer taxpayer advance loans of up to $6,000. 4 and 14 Update Schools prepare you for tax season by providing the latest tax and industry information and program enhancements. EPS Financial, LLC. The banks listed above offer tax products through Drake Tax. Also, give your clients the convenience of not having to worry about paying you immediately. With us, your client pays only a $15 transmission fee per funded bank product*. You can only check your refund status once the IRS has accepted your tax return. This also saves the client from facing any further out-of-pocket expenses related to the tax preparation services. As a tax preparer, it can feel overwhelming to have to stay on top of all updates and take care of your business. Easton, PA 18044 . Th at’s 3. First, your tax refund is sent to our partner bank, Pathward Bank. 95. We are EPS Financial, a division of Pathward, and we are the service you selected at the time of tax preparation that allows you to pay your tax preparation fees with your tax refund. 71 1 The Refund Advance is an optional tax-refund related loan provided by MetaBank®, N. Collect your tax preparation service fee from your client’s refund Your client won’t need an out-of-pocket cash expense to pay for your tax preparation fees. Community Tax understands you work hard to build lasting relationships with your clients, and you don’t want to lose clients that are looking for services you aren’t currently offering. Our mission is to enable tax preparers to maximize their revenue and increase their client satisfaction. , the leading provider of next-generation financial payment processing solutions, today announced that it has partnered TPG serves consumers nationwide with tax-related financial products and services that provide value, are fairly priced and satisfy consumer needs. 23, 2025 – Pathward ®, N. Last year, our system serviced more than 30,000 tax offices and issued more than $1 billion in advance loans to taxpayers. OR. Also enter your formal registered office/business name, and your company website (if you Dec 5, 2024 · Select a bank. EPS Academy: stay tuned for the May session details! The Refund Transfer is not a loan. Subject to approval. Taxpayer Support: 484. -based financial empowerment company driven by its purpose to power financial inclusion, has announced that its Professional Tax Solutions team has completed all partnership agreements with key independent tax software providers for the With EPS, you really can have it all. Retain & grow your client base today! Whether you are looking for a pre-season loan to purchase new office equipment or advances on your fees prior to IRS funding, EPS has a program that’s right for you. 2. Multiple options for Tax Refund Disbursement. EPS Financial e-COLLECT Tax Refund Solutions We have partnered with EPS Financial, LLC, to offer you an alternative to waiting 2-3 weeks or more for your tax refund. Learn more about how technology and transmitter fees work with TaxSlayer Pro and review our supported bank products’ websites for more on bank fees. , Member FDIC. UltimateTax helps you make a meaningful difference for clients and file returns fast. Dec 5, 2024 · Advance Product Other Products Debit Card; EPS : Refund Advance: e-Collect, e-Bonus, direct deposit, and check: FasterMoney: Republic Bank: EASY Advance Refund Transfer, direct deposit, and check: NetSpend: TPG: Fast Cash Advance Refund Transfer, direct deposit, and check: Green Dot Refund Advantage Jun 27, 2022 · CrossLink, Intuit ProSeries, TaxWise and UltimateTax are among the professional tax preparation software that offer tax products. Jan 23, 2025 · Signed agreements include the three-year extension of Pathward’s partnership with Drake Software EASTON, PA. Feb 2, 2010 · /PRNewswire/ -- Galileo Processing, Inc. CrossLink supports Santa Barbara TPG. Jan 26, 2025 · Regular advance loans - Saturday March 15, 2025 11:59 PM (UTC) Refund transfers - TBA. Each loan is subject to underwriting and approval. Cost to ERO per approved Fast Cash Advance, if any, will be deducted from ERO tax preparation fees and cannot be passed to the taxpayer. An industry leader in tax-related financial products, we pride ourselves on offering low-cost refund transfer programs, tax refund advances, and tax office loans, as well as a debit and credit card processing program developed specifically for tax offices. Fees apply. Taxpayers who claim the Earned Income Tax Credit or the Additional Child Tax Credit may experience a refund hold. EPS is a solid competitor when it comes to bank products. ERO must be enrolled for TPG’s Pay-by-Refund Program to offer the Fast Cash Advance program. They also charge $12. nqedy tmetfl flell wgplz mvfwx ubdc meqs nnbowmp fwxh qnfu rtlm tqrxyi emorx kcyf bvexowic