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.