Tax Refund Advances
Explore refund advance options for the upcoming tax season. Join our VIP list for updates about availability and how to apply.
- Optional bank product offering
- Quick lender review upon IRS acceptance
- Repaid seamlessly from your tax refund
- Priority updates for 2027 VIP list members
Refund Advance Disclosure: Subject to lender approval, eligibility requirements, program availability, and applicable terms. Not all applicants qualify for the maximum amount. Joining the VIP list does not guarantee approval or a tax refund.
How It Works
File your taxes with us, then apply for a refund advance once your return is accepted.
Start Your Tax Intake
Complete our quick intake form so we can understand your household, income, and filing situation. Starting intake does not mean your return has been filed.
Submit Your Documents Securely
Upload your W-2s, 1099s, and tax records through our designated encrypted client portal — never through ordinary contact forms.
Review & Authorize Your Return
We prepare your return and review every calculation, deduction, and fee with you. You e-sign to authorize secure e-filing to the IRS and state.
Apply for Your Refund Advance
After your return is accepted, eligible filers can apply for a refund advance through the lender. Approval, amount, and timing depend on the lender's requirements.
Get Started With a Tax Advance
Express interest in a refund advance for the upcoming season. This is not an advance application and does not guarantee approval — we'll contact you when applications open.
Tax Advance FAQs
Clear answers about refund advances and how they work.
Refund Advance Disclosure: Subject to lender approval, eligibility requirements, program availability, and applicable terms. Not all applicants qualify for the maximum amount. Expressing interest or joining the VIP list does not guarantee approval or a tax refund.
