From Refund Transfers to Cash Advances, TaxAct Professional Bank Product fees are among the lowest in the marketplace.

In this webinar, you will learn:

  1. How Refund Transfers can grow your customer base
  2. About incentives, you can earn as a tax professional by using bank products
  3. How you can help those clients counting down the days until their refund comes in with a cash advance

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Felicia Ward
Marque, TX
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“After starting the bank refund transfers and advances, my practice grew from 40 clients the first year to 150 Clients the next season all because of the ease of use of TaxAct Professional product and offering my clients bank products the opportunity of not having to come up with the money to get their taxes done. “

Meet Our Bank Product Experts

Melanie Milton

melanie.milton@taxact.com

(319) 536-3562

 

Sarah Crouch

sarah.crouch@taxact.com

(319) 536-3589

Bank Products  are offered by Republic Bank & Trust Company, Member FDIC and Santa Barbara Tax Products Group, LLC (TPG).

TaxAct, Inc. gets fees from some third parties, including Republic Bank and Santa Barbara Tax Products Group, LLC (TPG), that provide offers to its customers. This compensation may affect what and how we communicate Republic Bank or Santa Barbara Tax Products Group offers to you. TaxAct is not a party to any transactions you may choose to enter into with Republic Bank or Santa Barbara Tax Products Group, does not itself offer legal, financial, or investment advice, and disclaims any liability arising out of such transactions.  Please see Republic Bank and Santa Barbara Tax Products Group’s websites for full terms and conditions.

1 Refund Transfers are fee- based products offered by Republic Bank & Trust Company, Member FDIC and Santa Barbara Tax Products Group LLC (TPG). 

Refund 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 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.

2ERO 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.

3ERO 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.  

4Software Purchase Assistance Program (SPA) is offered by Republic Bank & Trust, member FDIC. ERO must be eligible and approved by Republic Bank & Trust.

TaxAct, Inc. gets fees from some third parties, including Republic Bank and Santa Barbara Tax Products Group, LLC (TPG), that provide offers to its customers. This compensation may affect what and how we communicate Republic Bank or Santa Barbara Tax Products Group offers to you. TaxAct is not a party to any transactions you may choose to enter into with Republic Bank or Santa Barbara Tax Products Group, does not itself offer legal, financial, or investment advice, and disclaims any liability arising out of such transactions.  Please see Republic Bank and Santa Barbara Tax Products Group’s websites for full terms and conditions.