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

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• What are the fees for filing non-bank products, and how can they be paid?

  Filing non-bank products incurs a fee of $25 per return. This fee can be paid from tax preparation fees or through our automated payment link for added convenience.

• How are service bureau and transmission fees determined?

  Service bureau fees range from $15 to $60, while transmission fees range from $20 to $50, based on the volume of refund transfers from the previous year. There are NO technology fees.

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

  Yes, starting January 2, 2024, tax preparers with PTINs can offer refund advances to their clients, with a maximum limit of up to $7,000.

• 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 happens if the tax preparer enters incorrect direct deposit information resulting in a check issuance?

  If a tax preparer enters incorrect direct deposit information for a tax client, leading to the issuance of a check from our office, a $30 check issuance fee will be assessed to the tax preparer.