EPS Academy presents: Advances For Your Tax Business

| Posted: November 14, 2021

Everything You Need To Know About Taxpayer Advance Loans¹

Join us on December 15th @ 1 pm EST  to learn about Taxpayer Advance Options to grow your tax business!

What you can expect:

No-Cost² vs. Low-Cost Taxpayer Loans

How and When to Request an Advance

How to Market Taxpayer Advances

ERO Financing Options


Sign up for EPS Academy and you can win lunch on us!

Reserve your spot now!

Can’t wait until the webinar? Check out simple and cost-effective programs or get to know us better.


1. The Refund Advance is an optional tax-refund related loan provided by MetaBank, N.A., Member FDIC (it is not the actual tax refund) at participating locations. Program availability and loan amounts may vary based on state and software provider. The amount of the loan and applicable interest will be deducted from tax refunds and reduce the amount that is paid directly to the taxpayer. Fees for other optional products or product features may apply. Tax returns may be filed electronically without applying for this loan. Loans offered in amounts of $250 (where available), $500, $1,000, 25%, 50%, or 75% of your expected tax refund from $250 – $6,000. Loans in the amounts of $250, $500, and $1,000 have an Annual Percentage Rate (APR) of 0.00%. Loans in the amounts of 25%, 50% or 75% of your expected tax refund have an APR of 36.0% with a minimum loan of $1,250. For example, $2,500 loan representing 50% of expected refund borrowed over 29-day term, total amount payable in a single payment is $2,571.51 including interest. Availability is subject to satisfaction of identity verification, eligibility criteria, and underwriting standards.

2. Certain Refund Advance Loans are available at no cost to tax preparers and taxpayers; however other options include a marketing fee and consumer fee.