REFUND TRANSFERS EXPLAINED

POWERED BY REFUND ADVANTAGE (META BANK)

The refund transfer is a deposit product that allows clients to settle their preparation fees or accounting fees without making an upfront payment. Instead of paying the tax preparer directly for services, clients agree to have the tax preparation fee deducted from their tax refund. A refund transfer is also known as a bank product or settlement solution.

It is a win-win solution. Clients will receive their tax refund from federal and/or state agencies this our banking product, Refund Advantage (Meta Bank). They will not need to wait for the refund to arrive in their mail or bank account.

1. The Refund Transfer is an optional tax refund-related product offered by Pathward®, N.A., Member FDIC. The Refund Transfer is not a loan. E-filing of tax return is required to be eligible for the product. Subject to approval. Fees apply.

2. The FasterMoney® Discover® Prepaid Card is issued by Pathward®, N.A., Member FDIC, under a license from Discover Financial Services. Discover and the Discover acceptance mark are service marks used by Pathward N.A., Member FDIC, under license from Discover Financial Services.