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Integrated Tax Solutions

Integrated Tax Solutions

FastCashADVANCE

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.

RefundTRANSFER

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.

Client Convenience, Simplified Financial Services

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.

Secure Document Exchange

Safely upload and share sensitive documents through a secure platform.

Flexible Scheduling

Choose appointment times that fit your busy schedule for convenience.

Personalized Advice

Receive tailored financial guidance to meet your unique needs.