Payment Solutions for the Tax Professional

-REFUND TRANSFERS

-CREDIT CARD PROCESSING

-TAXPAYER ADVANCES

TAX PAYMENT SOLUTIONS -

Since our start in 2009, we have processed over $20 billion in financial transactions from our headquarters in Easton, PA. We are proud to say that we have assembled the best development and support teams to bring you innovative and low-cost payment products.

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Refund TransFERS

-Low Cost Refund Transfer          -No cost advances

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TAXPAYER ADVANCE LOANS

-Taxpayer refund advances from $250 - $5,000

TAX Business Services

-Pre-Season Business Loans       -Tax Preparation Fee Advance

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Credit card processing

-Built for the tax professional       -No fees outside of tax season

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What we do best

EPS stands for Electronic Payment Systems - and our goal is to help you handle every financial transaction in your tax office.

Ready to learn more?

Getting in touch is easy. Give us a call or use the form below and request a callback today.

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877-801-4411

© 2018 EPS Financial, a division of MetaBank®. All rights reserved.

© 2018 EPS Financial, a division of MetaBank®. All rights reserved. Terms and conditions, features, support, pricing, and service options subject to change without notice.

 

The Refund Transfer is an optional tax refund-related product offered by MetaBank, Member FDIC. The Refund Transfer is not a loan. E-filing of tax return is required to be eligible for the product. Fees apply. See terms and conditions for details.

 

E1 Visa Prepaid Card is issued by MetaBank, Member FDIC, pursuant to a license from Visa U.S.A. Inc. and administered by EPS Financial, a division of MetaBank, and may be used everywhere Visa debit cards are accepted.

 

IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW CARD ACCOUNT: To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens a Card Account. What this means for you: When you open a Card Account, we will ask you for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see a copy of your driver’s license or other identifying documents.

 

The Refund Advance is an optional tax-refund related loan provided by MetaBank (it is not the actual tax refund) at participating locations.  The amount of the loan will be deducted from tax refunds and reduce the amount that is paid directly to the taxpayer.  Fees for other optional products or product features may apply. Tax returns may be filed electronically without applying for this loan. Loans offered in amounts of $500, $1,000, or $1,500.  Availability is subject to satisfaction of identity verification, eligibility criteria, and underwriting standards. Availability is subject to satisfaction of identity verification, eligibility criteria, and underwriting standards. Program availability varies by software and state.

 

The Plus Up Loan is an optional tax-refund related loan provided by MetaBank (it is not the actual tax refund) at participating locations. The amount of the loan will be deducted from tax refunds and reduce the amount that is paid directly to the taxpayer. Annual Percentage Rate of 29.9%. For example, for $1,000 borrowed over a 21 day term, total amount payable in single payment is $1,017.20 including interest.  Fees for other optional products or product features may apply. Tax returns may be filed electronically without applying for this loan. Availability is subject to satisfaction of identity verification, eligibility criteria, and underwriting standards.

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  • refund transfer iconREFUND TRANSFERS

    Refund Transfers   ---------

    At EPS we believe two things very strongly: 1) a refund transfer should be priced like a simple financial transaction and 2) your tax business is unique and deserves different pricing options.

    From these beliefs, we have built three of the most innovate refund transfer pricing programs in the industry, and we are confident you will find one to fit your business needs.

    e-Collect is the lowest cost product in the industry, saving your customers the most money on this type of product, including a no cost refund transfer product.

    e-Bonus is the highest advertised rebate program in the industry, offering you the opportunity to earn up to $25 per product.

    e-Advance is the only refund transfer program in the industry that allows you to offer your customers taxpayer advances at no cost to you or the taxpayer.

  • taxpayer advance loan iconTAXPAYER ADVANCES

    Taxpayer Advances   ---------

    EPS offers Taxpayer Refund Advances that allows the customer to apply for $250 - $5,000 while they are in your office having their taxes prepared.

    Taxpayer advances are available on all three of our refund transfer programs, but with our e-Advance program there are NO marketing fees to you!

  • Payment Solutions iconPAYMENT SOLUTIONS

    Payment Solutions   ---------

    EPS is focused on providing payment solutions for the tax professional. In addition to refund transfers, we offer credit card processing designed specifically for the tax professional. With rates starting at 1.74% and monthly fees only during tax season, we can design a program to fit your business.

  • Business Services IconERO SERVICES

    Tax Preparer Services  ---------

    The success of your business is a priority for us.

    • Marketing materials: we provide of variety of materials that you can download or print for your office.
    • Superior support: we take our support seriously - which is why we average 20 seconds to a live agent.
    • ERO loans: qualified preparers can start their year off right with cash flow help from EPS.
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"In this day and age where people are hard to come by and personal service seems like a thing of the past I can say with confidence that EPS Financial stands out in providing excellent customer service. "

DENISE B.

Tax preparer in Michigan

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