*”Lock in the savings” refers to offer to pre-order certain TaxAct Professional offerings at then current prices. See taxact.com/professional/ for more details. Offer expires 5:00PM CT on 06/30/2022 and is subject to change. When you pre-order, you will NOT be charged until Fall 2022 prior to our advance release, and the remainder of your order (any states and unlimited e-filing) will be charged in late December.

Payment Information: Orders may be placed online or by phone using a credit card. Call 319-536-3571 to speak to a representative. Subject to applicable sales taxes.

¹Refund Transfers offered by Republic Bank are fee-based products offered by Republic Bank & Trust Company, Member FDIC. A Refund Transfer Fee and all other authorized amounts will be deducted from the taxpayer’s tax refund.
Refund Transfers offered by TPG, a Green Dot Company, are deposit products using Civista Bank, Member FDIC, that enable certain deductions from the account to be processed. Refund Transfers are not loans. Tax refund and e-filing are required in order to receive Refund Transfer. Fees apply. Terms and conditions are subject to change without notice.

Incentives: If you’re a new TaxAct ^® Professional customer, the $5 incentive starts with your first refund transfer. If you’re a current customer, you will only receive the $5 incentive once you exceed the number of refund transfers you completed for TY20. To be eligible for the $5 per funded refund transfer for TY21 you must be enrolled and approved through one of our participating banks to offer refund transfers. For further details please call (319) 536-3571.

Cash Advance: ERO must be enrolled for Republic Bank’s Refund Transfer Program to offer the Easy Advance programs. Cost to ERO per approved Easy Advance, if any, will be deducted from ERO tax preparation fees and cannot be passed to the taxpayer. If a customer does not choose a Refund Transfer, disbursement options are direct deposit or prepaid card. Net Refund refers to the taxpayer’s expected refund amount after deduction of all fees.
ERO must be enrolled for TPG’s Refund Transfer Program to offer the Fast Cash Advance program. 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. If a customer does not choose a Refund Transfer, disbursement options are direct deposit or prepaid card. Net Refund refers to the taxpayer’s expected refund amount after deduction of all fees.

²Financial planning and wealth management services are provided by Avantax. Avantax WM Holding^SM is the holding company for the group of companies providing financial services under the Avantax^® name. Securities offered through Avantax Investment Service^SM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠ and Avantax Planning Partner^SM. Insurance services offered through licensed agents of Avantax Insurance Agency^SM, Avantax Insurance Services^SM , and Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019, 972-870-6000.

Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. For additional information ask your Financial Professional or contact us toll-free at (888) 438-3781.

For more information on Avantax and for all terms and conditions visit Avantax.com. TaxAct is not a party to any transactions you may choose to enter into with Avantax and does not itself offer investment advice. All TaxAct products and services are subject to TaxAct’s terms and conditions .

³Audit and identity services provided by Tax Protection Plus. Read further details of services and requirements at https://taxprotectionplus.com/taxact-online-enrollment. Audit services may not apply to certain forms and credits. Certain tax payers may not qualify for services based on past tax audit history, residency, foreign addresses or other factors. Audit services are not insurance. Services are subject to User Agreement found on the Tax Protection Plus website.

TaxAct, Inc. gets fees from some third parties that provide offers to its customers. This compensation may affect what and how we communicate offers to you. TaxAct is not a party to any transactions you may choose to enter into with these third parties, does not itself offer legal, financial, or investment advice, and disclaims any liability arising out of such transactions. Please see the third parties’ websites for full terms and conditions. All trademarks not owned by TaxAct, Inc. that appear in this document are the property of their respective owners, who are not affiliated with, connected to, or sponsored by or of TaxAct, Inc.

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