Creating Innovative Professional Tax Software of the Future

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Integrated Bank Products

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.  MyTAXPrepOffice has the lowest bank product prices in the industry. With MyTAXPrepOffice, you pay only $15 for each return that includes a fully funded bank product.  This can save you thousands of dollars a year! 

 

By offering bank products you can: 

-   Attract new clients with additional service offerings.

-   Maintain a competitive edge in tax preparation market.

-   Assure your fees are paid by having them withheld from your client’s refund, eliminating collections and improving cash your cash flow.

 

Bottom line, offering bank products can increase your revenue and grow your business. 

 

We are partnered with the financial institutions listed below.  With MyTAXPrepOffice, you can choose to enroll with and use multiple banking partners throughout the tax season.

 

EPS Financial is the Complete Payments Processor for tax professionals, providing a suite of à la carte cost-effective solutions for all tax office financial transactions. Offering the lowest cost refund transfer programs, taxpayer refund advances, ERO loans, as well as seasonally-priced credit and debit card processing. Our industry-leading systems, award-winning customer support, and business reporting tools will empower your office with the best payment solutions platform in the industry. 

 

At Refund Advantage, our management team has been industry leaders in the tax refund product business since 1989, which means you have experience you can trust on your side during tax season. We work exclusively with independent EROs, where you are our priority. We are committed to providing you and your customers the best refund product experience possible. Our focus is personalized service, with state-of-the-art technology providing customizable reports, powerful marketing tools, personalized client retention postcards, extensive taxpayer support options, affordable check cashing, and many other solutions to help grow your business and compete with the national chains. Choose from our tax refund product programs and experience the advantage of Refund Advantage!

Santa Barbara Tax Products Group (TPG) was established in 2010 upon purchasing the Tax Products Group of Santa Barbara Bank & Trust. Building on a legacy of over 20 years of industry leadership, TPG, in cooperation with its banking partners, offers quality financial products to the e-file industry that satisfy consumers' needs, are priced fairly and provide true value. TPG has established a reputation for superior customer service and product reliability by investing in long-term relationships and providing tax professionals with a program to help retain and grow business for years to come.

TPG offers PreFund which is a free advance for taxpayers up to $750.00 cash. This advance gives taxpayers access to cash before the IRS can release it.

Navigator Financial Products was founded by industry experts who offer over 75 combined years of tax and financial services experience. Their leadership team has built tax businesses, developed and driven some of the most innovative products—from bank product solutions to tax refund disbursement options—designed to help entrepreneurial tax professionals grow their business and improve client retention.

 

Navigator’s focus is to serve the Tax Professionals of America. With no minimum volume requirements, through iChoice - a tiered approach to Refund products including the new Refund Advance, and a no-cost option for your customers.  Generous rebate options and with easy integration, you get mature reporting tools, marketing tools, and relationships for affordable check cashing.  Make Navigator your choice!

Our bank products are integrated within the MyTAXPrepOffice program, allowing for the same fast data entry and data flow within the bank product forms as you have come to expect when working with other federal and state forms.

 

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