EPS Financial

EPS Banks Products Overview

New Opportunities In Bank Products

Find the lowest cost in refund transfer

Product Cost to CustomerCost to Preparer
Disbursement on a debit card$20.00$0.00
Disbursement through a direct deposit$64.95$0.00
Disbursement through a check$64.95$0.00
All fees above include bank fees, technology/transmitter fee and service bureau fees.
To enroll you will log into your account portal with UltimateTax to sign up.
To review the full details for the EPS Program click the button.

Collect your tax preparation service fee from your client’s refund

Your client won’t need an out-of-pocket cash expense to pay for your tax preparation fees. Get peace of mind and secure your client’s payment before they leave your office. Also, give your clients the convenience of not having to worry about paying you immediately.

Multiple options for tax refund disbursement

Multiple options for Tax Refund Disbursement

  • Debit card
  • Direct deposit
  • Printed check

EPS also provides the lowest bank fee for direct deposit and printed checks. For these options, the bank fee is only $64.95

Tax refund loan

Offer taxpayer advance loans of up to $6,000. You can offer your clients two options:
(1) Low Loan Amount for no taxpayer cost, or
(2) High loan amount with interest. A great advantage of getting EPS is it’s low marketing fees:

Why Choose EPS?

Advertise and gain more clients with free marketing materials from EPS.

Loan Options

Loan Amount

Taxpayer Cost

Marketing Fee
(using Prepaid Card)

Marketing Fee
(using Check)

No Cost Consumer Loan$250, $500 or $1,000$0.00$0.00$34.95
25%, 50%, or 75% of expected refund$1,250 - $6,00036% APR$0.00$34.95
*Additional marketing fee applies for every approved advance with e-Collect and e-Bonus programs or loans without a refund transfer. Pre-Acknowledgement loans (approved prior to IRS Acknowledgement) have a $75 marketing fee in all programs.

About EPS?

Started in 2009, EPS has processed over $20 billion in financial transactions from its headquarters in Easton, PA. EPS is proud to have assembled the best development and support teams to bring you innovative and low-cost payment products. Division of Pathward

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