Offer Bank Products Through Your Tax Office
At 1040TaxStore, we give tax professionals the tools to offer bank products like refund transfers, cash advances, and prepaid debit cards — even if you’re just starting your tax preparation business. These powerful financial services not only help you increase your revenue per client but also provide the convenience today’s taxpayers expect.
What Are Bank Products?
Refund Transfers (RTs)
Clients can pay tax prep fees directly from their refund — no upfront cost to them.
Cash Advances / Refund Advances
Offer clients a portion of their refund fast, before the IRS pays out.
Prepaid Debit Cards
Provide clients with a secure, fast way to receive their refunds.
Benefits to your clients
Immediate Access to Funds:
Tax refund advances provide clients with immediate access to a portion of their expected refund, offering financial relief for pressing expenses such as bills, rent, or emergencies.
Convenience and Flexibility:
Clients appreciate the convenience of receiving a tax refund advance without having to wait for the IRS to process their returns. This flexibility allows them to address financial needs promptly, rather than waiting weeks for their refund to arrive.
No Out-of-Pocket Expenses:
Unlike traditional loans or cash advances, tax refund advances do not require clients to pay out-of-pocket fees upfront. Instead, fees are deducted from their tax refund, making it a hassle-free option for those in need of short-term financial assistance.
Reduced Stress:
Financial uncertainty can cause stress and anxiety for many individuals, especially during tax season. Tax refund advances alleviate some of this stress by providing clients with certainty and predictability regarding their finances.