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.
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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.
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 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 .
Tax Season Preparation Guide: A Comprehensive Roadmap for Tax Professionals
Introduction Tax season is a crucial period for tax professionals, as they gear up to assist individuals and businesses in fulfilling their tax obligations. It's a time marked by deadlines, paperwork, and the need for precision. To ensure a ...