Just like the big retail income tax preparation companies, we offer Financial Bank Products to help you and your family.

These products help facilitate your tax refund sooner. Fees apply depending on the product below.​

$0 UPFRONT TAX PREP FEES

Don’t have the money to pay our tax fees upfront? No worries, Aside for the convenience of doing your taxes with us, we offer $0 Upfront on our Tax Fees, which means we collect your fee only upon acceptance by the IRS, if you choose so. You must have a tax refund that will cover the tax preparation fees to select this option to pay our tax prep fees.

RefundTRANSFERS

What is a RefundTRANSFER?
RefundTRANSFERS are deposit products that enable certain deductions from the account to be processed.  RefundTRANSFERs are not loans.  Tax refund and e-filing are required in order to receive RefundTRANSFER. Fees apply. Ask your tax preparer about other IRS e-file options, some of which are provided at no additional cost.

RefundTRANSERS we offer are check, direct deposit, debit card (Walmart Moneycard) and Walmart Direct2Cash. You have any of the above options should you have a tax refund due and any of the above is convenient and fast. With our Walmart Moneycard you can obtain the card when you file your tax returns with us and then we will notify you when your refund is ready so you can start using your Moneycard (debit card).

Fast Cash Advance

What is a Fast Cash Advance?
Fast Cash Advance are loans that are subject to verification, eligibility criteria and underwriting standards.

We offer cash advances through either check or Walmart Moneycard for up to $6,000.​ We offer cash advances of up to 25% or 75% of your expected tax refund from $500 to $6,000.

Cash advances of 25% of your expected tax refund has an Annual Percentage Rate (APR) of 0.00%. Otherwise, the APR is 36% of your outstanding balance that settles upon receipt of your tax refund.

Bank regulations mandate compliance standards that require compliance training and assessment that we follow.