Professional Tax Solutions

Tax professional speaking to two customers.

Solutions for Independent Tax Professionals

Pathward offers tax-refund related financial products that ease the pressure of tax season and help independent tax professionals stay competitive in a crowded marketplace.

Benefits

Simple and reliable

Refund transfers, refund advances, tax office loans, prepaid cards, and customized merchant services solutions packaged for easy delivery to your end customer.

Affordable

We offer uniquely affordable solutions that customize to your business needs.  All-in-one bundled solutions or a la carte options are designed for your specific business requirements that appeal to your varied customer base.

Customer excellence

We understand that loyalty begins and ends with outstanding customer service. Our daily mission is to ensure our partners have easy access to support their end customers with outstanding service.

>38K

Independent tax offices

>$25B

Tax refunds processed annually

$1.6B

Loan originations annually

EPS

We are the low-cost industry leader with innovative and easy-to-use tax programs. We give you access to programs to be competitive in your market, merchant options customized for tax offices, and award-winning customer support.

Go to EPS

Refund Advantage

Our All-In-One approach simplifies the tax refund payment process by offering consistently priced Refund Transfers, Refund Advances  with no-cost options for the taxpayer, and a no in-season marketing fee option for EROs.

Go to Refund Advantage

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