Products
Pay your tax preparation fees right out of your refund
No Payments Upfront!
Simple
Convenient
Sensible
Disbursement Options - You have choices:
- Paper check by mail: The IRS will cut a check and mail it to you. This is completely free and typically you can expect the check within 2-4 weeks of your return filing. You are responsible for my preparation fees by cash or check upon receipt of your completed return and before transmission.
- Direct deposit: The IRS will deposit your refund directly to the account you select when filing your return. This is completely free and typically you can expect the deposit in your account the Friday one week from your return filing. The IRS publishes a Refund Cycle Chart with specific dates. You are responsible for my preparation fees by cash or check
upon receipt of your completed return and before transmission. 
The E1 Card: Have my preparation fees deducted from your Federal refund and then loaded on this Visa pre-paid card. This is not a loan but your refund is deposited with EPS Financial and then the funds are distributed to your card. You receive the card with your return and will be notified when the funds become available (typically the same amount of time for the Federal direct deposit). This service incurs a $5 one-time fee but there are no additional cost to my customers for the paperwork. You can even have the state added in free.
e-Direct: Have my preparation fees deducted from your Federal refund and then direct deposited into your bank account. Again this is not a loan but your refund is deposited with EPS Financial and then the balance of your refund (minus my fees) are deposited to the bank account of your choice. This service incurs a $10 one-time fee but there are no additional cost
to my customers for the paperwork. You can even have the state added
in free.
e-Check: Have my preparation fees deducted from your Federal refund and receive a check for the balance from my office. This is not a loan but your refund is deposited with EPS Financial and then the balance of your refund (minus my fees) is provided to you through a check from me. This service incurs a $20 one-time fee but there are no additional cost
to my customers for the paperwork. You can even have the state added
in for $5 more.
Fill out the "Consent to Use Of Tax Return Information" to determine your eligibility.
Fill out the "Consent to Disclosure of Tax Return Information" to apply for one of the e-Collect options.
Read the E1 Visa Pre-Paid Card Terms and Conditions here
which also explains how you can continue to reload and use the card.
You may decide that you can continue to handle your taxes on your own. In which case, I would recommend the following products because they are user-friendly and inexpensive. Don't forget you can now file online through my site for less than the cost of these products.
Online Filing (Go now!)
- 1040 & 1040A $19.95
- 1040EZ $9.95
- Each state $4.95
Software
Books
If you need computer assistance, especially a new small business, then I have the following recommendations.
