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We connect users with tax professionals to assist with tax-related questions, preparation, and filing. Please note, we are not affiliated with the IRS or any government organization.
Bank Products
We understand that many people prefer flexible options when it comes to paying for tax preparation. That’s why the tax professionals we connect you with may offer a Refund Transfer option as part of their services.
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Once you’re connected with a tax preparer, you can ask them about whether a Refund Transfer is available. In general, a Refund Transfer allows eligible customers to have their tax preparation-related fees deducted from their refund rather than paying upfront.
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Many taxpayers choose this type of product because it provides convenience and allows them to work with a professional without immediate out-of-pocket costs. Refund timing is determined by when the IRS or State releases the refund, and most refunds are issued within the standard IRS timeframes.
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Please note that refunds involving certain credits, such as the EITC or ACTC, may be delayed each year based on IRS requirements.
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For specific details about Refund Transfer options or availability, speak directly with the tax preparer you’re connected with.