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 and checks. EFIN owners may offer whatever products their office is approved for.
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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 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.
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 ...
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.
I want to renew for the upcoming season. Will the same options be available?
Yes, similar options will be available, and we are working to make the renewal process even smoother for you.