New Opportunities In Bank Products
Find the lowest cost in refund transfer
Our EPS program is a cheaper program for your clients. It is a perfect option for new tax preparation businesses. Gain more clients when you offer a lower cost bank fee that helps them maximize their tax refund.
| Product | Cost to Customer | Cost to Preparer |
|---|---|---|
| Disbursement on a debit card | $20.00 | $0.00 |
| Disbursement through a direct deposit | $59.95 | $0.00 |
| Disbursement through a check | $59.95 | $0.00 |
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.
EPS SiteYour 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
EPS also provides the lowest bank fee for direct deposit and printed checks. For these options, the bank fee is only $59.95
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:
| 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 | $29.951 |
| 25%, 50%, or 75% of expected refund | $1,250 - $6,000 | 36% APR | $0.00 | $29.952 |
1 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.
2 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.
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
