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You earned your tax refund, so why wait weeks for the IRS to send your money? With a Fast Cash Advance, you can receive up to $7,000 by check, direct deposit or a Prepaid Visa® Card.*

  • Get In Touch. Call our office or schedule a time to meet with our tax professionals as early as January 2 each tax season.
  • Determine Expected Refund Amount. We will assist in determining your expected tax refund amount before or during the tax preparation process, which determines the advance amount available to you.
  • Select How to Receive Your Advance. Once approved, you can choose to receive your advance by check, direct deposit or a Prepaid Visa® Card, in as little as 24-hours.
Q. What is a tax refund advance loan?

A. A tax refund advance loan is a short-term loan offered by our firm that allows you to access a portion of your expected tax refund before the IRS processes your return.

Q. How does a tax refund advance loan work?

A. Our team will assess your anticipated refund amount based on your provided tax documents. Based on the amount assessed, our banking partner will then provide you with a loan for that amount, deducting fees and interest. When your actual refund arrives, the advance loan is paid off.

Q. Will you also assist with my tax preparation if I obtain a tax refund advance loan?

A. Yes, you will be required to have our firm prepare and e-file your taxes as a condition of approval for your tax refund advance loan.

Q. How do I pay off the tax advance credit loan?

A. Repayment is automatic once your actual tax refund is received by our firm. We will deduct the loan amount, fees, and interest from your refund, and disburse any remaining amounts to you (as applicable).

Q. What are the advantages of using a tax refund advance loan?

A. Benefits include quick access to funds, often within 24-hours, without waiting weeks (or months) for the IRS to process your refund. These funds can help cover immediate expenses or bills (or anything else you want).

* Fast Cash Advance is an optional tax-refund related loan provided by a partner bank member FDIC (it is not the actual tax refund). The amount of the loan and applicable interest will be deducted from your tax refund and reduce the amount that is paid directly to you from your refund. The rest of your refund is yours to enjoy. Fees for other optional products or product features may apply and will be disclosed at the time of application. Tax returns may be filed electronically without applying for this loan. Loans are offered in amounts from $500-$7,000 and are offered both pre-IRS acknowledgment of the tax return and post-IRS acknowledgment of the tax return. All loans have an Annual Percentage Rate (APR) of 35.99%. For example, for a loan of $2,000 with a repayment period of 30 days, the total amount payable in a single payment is $2,059.16 including principal and interest. Not all client will qualify for a loan or for the maximum loan amount. Offer and terms subject to change at any time without prior notice.