Tax Office Setup

Setting up an office to run smoothly during the tax season can take a lot of time but it will prevent you from losing time, money and customer confidence. Being prepared with the proper data-entry forms, tax payer disclosures, websites, marketing materials and employees will help you run a smooth operation. Let us help you and lift this burden off your shoulders!

Our team will help you set up each of your offices to use our software. It will allow you to then manage each location and control every portion of your tax business.

Our tax software is a comprehensive suite of management tools that allows you to have peace of mind.

Offer Bank Products such as Refund Loans, Checks & Debit Card Dispersements

We partner with tax industry banks that offer settlement products allowing you to secure your fees.

SBTPG | GreenDot | PreFund

TPG offers quality financial products to the e-file industry that satisfy consumers’ needs, are priced fairly and provide true value. TPG is investing in relationships by providing tax pros with a program to help retain and grow business for years to come.

Republic Bank - Tax Refund Solutions

Republic Bank will provide advance payment of 50% of your tax preparation fees on all acknowledged returns with a Refund Transfer at the beginning of filing season to help you make ends meet until IRS funding begins.

Refund Advantage | Paper Return Fee Collect

Refund Advantage Tax Refund Services was built with you- the independent ERO, in mind. Our goal is to help you remain competitive by giving you the tools, options and solutions you need to diversify your business and compete with the national chains.