Can tax preparers with PTINs offer refund advances to their clients, and what is the limit?

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• What refund transfer options are available for tax clients?

  We offer direct deposit as the sole refund transfer (RT) option. Debit cards are optional, but they are exclusively available through Santa Barbara TPG. This approach helps us maintain security and minimize the risk of fraud and misuse of debit cards ...

• What are the fees associated with the banking products you offer?

  Our banking partners include Santa Barbara TPG, EPS Financial, Refundo, and Republic Refund. Bank fees for our products range from $20 to $39.99 per bank product, depending on the specific offering.

• What are the options for tax preparers with PTINs (Preparer Tax Identification Numbers) but no EFIN?

  We offer four different tax preparer memberships tailored to those with PTINs. These memberships provide various benefits and access to our tax software. They can be found and explains in detail on our website hightech-tax.com .

• Are additional services like audit protection and ID protection available, and what is the cost?

  Yes, tax preparers can offer audit protection and ID protection services to their clients for an additional $49.99 per product.

• What is the refund policy for tax memberships and e-courses?

  Tax memberships and e-courses are refundable at 50% up until the third day after purchase, at the exact payment time. This policy is in place because digital courses and materials are provided during the enrollment period.