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Bank Products

We know that your tax refund is a necessity! That's why we're excited for our preparers to offer you a dynamic Refund Transfer product.

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Once we connect you with a certified tax professional, ask about the Refund Transfer program. Here are some quick details:

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  • A refund transfer allows  a customer to pay their tax preparation related fees and other amounts with their refund.

  • Customers choose refund products because they enjoy having their taxes prepared by a professional without having to pay anything upfront.

  • Typically, refund timing depends on when the IRS or State releases the refund to Refund Advantage Bank but it is usually released within 21 days. 

    • *The IRS Will not start releasing refunds for taxpayers that have the EITC and/or ACTC until February 15 due to the PATH Act.​

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For more information on the refund products, ask the preparer we connect you with.

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