When you need money asap
You can request a Fast Cash Advance with your Refund Transfer and get up to $7,000
A refund advance loan is a great option
When you can’t wait weeks for your tax refund
Because most loans are approved within hours
With 3 options to get your money
Including check, direct deposit, or Green Dot Prepaid Visa Card
Available
As early as January 2 through March 13
(Check with the tax professional for availability)
Financing Fee
35.99% Annual Percentage Rate for $500–$7,000
The IRS stopped offering paper checks, but when you pay-by-refund you can still request a cashier's check and pick up your check from the safety and convenience of our office.
A smarter way to pay for tax preparation
If you are expecting a tax refund, you don’t have to pay up-front for tax preparation
All associated tax preparation fees are paid from your refund and the rest is paid to you after deducting all associated fees.
You benefit because
It’s easy, hassle-free, with no up-front cost
You choose how to receive your refund
There's no charge for a check, unlike some large chain stores
No bank account is needed
With 3 options to get your refund
Including check, direct deposit, or Green Dot® Prepaid Visa® Card²
Available
First day of tax season through October 20
Cost
You pay zero up-front
All associated tax preparation fees are paid from your tax refund(s)³
Refund Transfer fee for first tax refund received | $44.95
Refund Transfer fee for additional tax refunds | $14.95
1. Refund Transfer is a deposit product offered by Green Dot Bank, Member FDIC, that enables authorized amounts to be deducted from taxpayer’s refund, with the remaining balance then paid to the taxpayer. Fees apply. Refund Transfers are not loans. Tax and e-filing are required to receive Refund Transfer. Terms and conditions are subject to change without notice. Ask your preparer about other IRS e-file options, some of which are provided at no additional cost.
2. Green Dot® Prepaid Visa® Cards are issued by Green Dot Bank, Member FDIC, pursuant to a license from Visa U.S.A., Inc. Fees apply. Visa® is a registered trademark of Visa International Service Association. Green Dot Bank also operates under the registered trade names: G02Bank, GoBank and Bonneville Bank. All of these registered trade names are used by, and refer to, a single FDIC-insured bank, Green Dot Bank. Deposits under any of these trade names are FDIC-insured.
We prioritize your convenience with virtual consultations, secure document exchange, flexible scheduling, personalized advice, and easy access to your financial records through a client portal. Experience seamless, secure, and tailored services designed to fit your busy lifestyle.
Safely upload and share sensitive documents through a secure platform.
Choose appointment times that fit your busy schedule for convenience.
Receive tailored financial guidance to meet your unique needs.