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Bank Product Education
Posts that explain refund transfers, refund advances and other bank product options in plain language.
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Bank Product Education
Refund Transfers
Refund Transfers Explained
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No cash for tax prep right now? A refund transfer lets your preparation fee come out of your refund, and the rest is sent to you when the IRS releases it. Fees are disclosed before you sign.
Ask us if a refund transfer is right for you.
#RefundTransfer #TaxRefund #TaxPrep #BankProducts
Ask us if a refund transfer is right for you.
#RefundTransfer #TaxRefund #TaxPrep #BankProducts
Bank Product Education
Refund Advances
Refund Advances: The Basics
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Bills don't wait for the IRS. A refund advance can put part of your expected refund in your hands sooner, and it's repaid automatically from your refund. Approval and amounts vary.
Ask us about current refund advance options.
#RefundAdvance #TaxRefund #TaxSeason #BankProducts
Ask us about current refund advance options.
#RefundAdvance #TaxRefund #TaxSeason #BankProducts
Bank Product Education
Advance vs. Transfer
What's the Difference?
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Advance or transfer? They sound alike but do different jobs. A refund transfer is a way to pay your prep fee from your refund. A refund advance is a loan against your expected refund.
Not sure which you need? Ask us.
#RefundAdvance #RefundTransfer #TaxTips #BankProducts
Not sure which you need? Ask us.
#RefundAdvance #RefundTransfer #TaxTips #BankProducts
Bank Product Education
Do You Qualify?
Advance Approval Factors
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Wondering if you'd qualify for a refund advance? Approval depends on factors like your expected refund and the bank's program rules. We'll walk you through it when you file.
Book your appointment to find out.
#RefundAdvance #TaxRefund #TaxSeason #TaxHelp
Book your appointment to find out.
#RefundAdvance #TaxRefund #TaxSeason #TaxHelp
Bank Product Education
No Bank Account?
No Bank Account? No Problem
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You don't need a bank account to get your refund. Depending on the program, refunds can be issued by check or prepaid card.
Ask us about your disbursement options.
#TaxRefund #Unbanked #TaxHelp #BankProducts
Ask us about your disbursement options.
#TaxRefund #Unbanked #TaxHelp #BankProducts
Bank Product Education
Follow Your Refund
Follow Your Refund's Journey
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Where does your refund go? The IRS sends it to the partner bank, the fees you approved come out and the rest goes to you. Every fee is disclosed before you sign.
Questions? Ask us at your appointment.
#TaxRefund #RefundTransfer #Transparency #BankProducts
Questions? Ask us at your appointment.
#TaxRefund #RefundTransfer #Transparency #BankProducts
Bank Product Education
How Fast Is Fast?
Advance Timing Expectations
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How fast is a refund advance? It depends on the bank program and approval, so we'll give you real expectations for your situation, not promises.
Book your appointment and ask us.
#RefundAdvance #TaxSeason #TaxRefund #BankProducts
Book your appointment and ask us.
#RefundAdvance #TaxSeason #TaxRefund #BankProducts
Bank Product Education
What It Costs
What Bank Products Cost
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Do bank products cost extra? Some do, and you should know exactly how much before you sign. We show every fee upfront and compare your options.
Ask us for a side-by-side at your appointment.
#BankProducts #Transparency #TaxRefund #TaxPrep
Ask us for a side-by-side at your appointment.
#BankProducts #Transparency #TaxRefund #TaxPrep
Bank Product Education
For Tax Pros
Why Offices Offer Them
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Tax pros: bank products aren't just a client perk. They simplify fee collection and help you serve clients who can't pay upfront.
Thinking about opening a tax office? Ask us how bank products work in our network.
#TaxBusiness #BankProducts #TaxPreparer #ServiceBureau
Thinking about opening a tax office? Ask us how bank products work in our network.
#TaxBusiness #BankProducts #TaxPreparer #ServiceBureau
Bank Product Education
January Money Gap
Solving the January Gap
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Holiday bills in January, refund weeks away. That's the gap refund advances were designed for. Approval and amounts vary by program.
File early and ask us about your options.
#RefundAdvance #January #TaxSeason #MoneyTips
File early and ask us about your options.
#RefundAdvance #January #TaxSeason #MoneyTips
Bank Product Education
Spot The Scam
Spot Refund Product Scams
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"Instant refund" ads are everywhere. Legitimate refund products come from banks through tax offices, with written disclosures. Red flags: cash upfront, guaranteed amounts and no paperwork.
Work with a professional you can trust.
#TaxScams #RefundAdvance #ConsumerTips #TaxSeason
Work with a professional you can trust.
#TaxScams #RefundAdvance #ConsumerTips #TaxSeason
Bank Product Education
Prepaid Card
The Prepaid Card Option
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Refund on a card? For some people it's the most convenient option. No bank account required.
Ask us which disbursement options are available this season.
#TaxRefund #PrepaidCard #BankProducts #TaxTips
Ask us which disbursement options are available this season.
#TaxRefund #PrepaidCard #BankProducts #TaxTips
Bank Product Education
EITC Hold?
The PATH Act Hold
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Claiming the EITC or Additional Child Tax Credit? By law, the IRS can't issue those refunds before mid-February. Ask us how refund advance options work during the hold.
File early and plan ahead with us.
#EITC #PATHAct #TaxRefund #TaxSeason
File early and plan ahead with us.
#EITC #PATHAct #TaxRefund #TaxSeason
Bank Product Education
Myth vs. Fact
Do Advances Shrink Refunds?
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Myth: a refund advance lowers your refund. Fact: your refund amount stays the same. The advance is repaid from it, along with any fees you approved upfront.
Questions? Ask us at your appointment.
#MythVsFact #RefundAdvance #TaxRefund #TaxTips
Questions? Ask us at your appointment.
#MythVsFact #RefundAdvance #TaxRefund #TaxTips
Bank Product Education
Faster Funding
When Can Money Arrive?
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Filed in the morning, funded soon after? Sometimes, depending on the bank program and your approval. We'll tell you current timing when you file.
Book your appointment today.
#RefundAdvance #TaxSeason #TaxRefund #BankProducts
Book your appointment today.
#RefundAdvance #TaxSeason #TaxRefund #BankProducts
Bank Product Education
Speed Trifecta
The Speed Trifecta
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Want the smoothest refund experience? E-file for faster processing, a refund transfer so there's nothing upfront and direct deposit for fast delivery.
We set all three up in one appointment.
#EFile #DirectDeposit #RefundTransfer #TaxTips
We set all three up in one appointment.
#EFile #DirectDeposit #RefundTransfer #TaxTips
Bank Product Education
Business Owners
Not Just for W-2 Filers
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Self-employed? Bank products aren't just for W-2 employees. If you expect a refund, you may have options too.
Ask us what's available this season.
#SelfEmployed #SmallBusiness #RefundAdvance #BankProducts
Ask us what's available this season.
#SelfEmployed #SmallBusiness #RefundAdvance #BankProducts
Bank Product Education
Before You Sign
Every Fee. Before You Sign.
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Our bank product promise: you see every fee, timing expectation and alternative before you sign anything.
Questions? We're happy to explain.
#Transparency #BankProducts #TaxPrep #ClientFirst
Questions? We're happy to explain.
#Transparency #BankProducts #TaxPrep #ClientFirst
Bank Product Education
Why a Bank?
The Bank's Role Explained
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Why is a bank involved with my refund? Refund transfers and advances are banking products, so a partner bank handles the funds and provides the required disclosures.
Ask us how it works.
#BankProducts #TaxRefund #TaxTips #Transparency
Ask us how it works.
#BankProducts #TaxRefund #TaxTips #Transparency
Bank Product Education
Real Moments
When Timing Matters
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Some months you just need your money sooner. Refund products exist for exactly those moments, for people who qualify.
Ask us about your options this season.
#RefundAdvance #TaxSeason #RealLife #BankProducts
Ask us about your options this season.
#RefundAdvance #TaxSeason #RealLife #BankProducts
Bank Product Education
Ask First
Does Your Office Offer This?
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Comparing tax offices? Ask about refund options. Not every office offers transfers, advances, check printing or prepaid cards.
We're happy to walk you through ours.
#TaxPrep #BankProducts #TaxRefund #TaxTips
We're happy to walk you through ours.
#TaxPrep #BankProducts #TaxRefund #TaxTips
Bank Product Education
Enroll Early
Preparers: Enroll Early
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Tax pros: bank product enrollment takes time. Offices that enroll before the season are ready when clients walk in.
Ask us about enrollment timelines.
#TaxBusiness #BankProducts #TaxPreparer #TaxSeason
Ask us about enrollment timelines.
#TaxBusiness #BankProducts #TaxPreparer #TaxSeason
Bank Product Education
How Much?
Advance Amounts Explained
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How much can a refund advance be? It depends on your expected refund and the program terms. We'll give you your number when we prepare your return.
Book your appointment today.
#RefundAdvance #TaxRefund #TaxSeason #BankProducts
Book your appointment today.
#RefundAdvance #TaxRefund #TaxSeason #BankProducts
Bank Product Education
No Pressure
Offered. Never Pushed.
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Bank products fit some situations and not others. We explain, you decide, and declining a product never changes the service you get.
That's our promise.
#ClientFirst #BankProducts #TaxPrep #Trust
That's our promise.
#ClientFirst #BankProducts #TaxPrep #Trust
Bank Product Education
Season Recap
This Season in Bank Products
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What a season! [Insert your office's number] clients used refund products this season. Thank you for trusting us.
Ready for next year? Save our number.
#ThankYou #TaxSeason #BankProducts #Community
Ready for next year? Save our number.
#ThankYou #TaxSeason #BankProducts #Community
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