Skip to main content
Damian Fields

Protection Plus – Audit Defense + ID Theft Restoration

We include Protection Plus $ 1 Million Tax Audit Defense and identity theft restoration services with all of our 1040 tax returns. If you receive a tax notice or suspect an identity theft incident, simply give us a call and we’ll handle the rest.


Learn More

Refund Transfer

Schedule Today

Schedule Appointment

starting at $109*

Pricing

Payment Flexibility

Our partnership with Refund Advantage allows us to remove the burden of paying your tax preparation fees upfront, no matter the reason, with Refund Transfer. What this allows is your tax preparation fees to be deducted directly from your tax refund, and then the remaining balance of your refund is transferred to you through direct deposit, prepaid card or by check printed directly from our office. 

$40*

For your first 

Refund Transfer

$14*

Subsequent Transfers

$19.95*

Technology Fee

How our Refund Transfer works

01  Office Visit

You schedule an appointment with a Tax Professional to file your tax return.

02  Provide W-2

You provide your W-2 as a part of your return process.

03  Return Prepared

Your tax return is prepared using the provided information.

04  E-File

Your tax return is e-filed with the IRS and a request for a refund is indicated. You then opt to have your fees deducted from your tax refund.

05  Refund Processing

The IRS processes your tax return and refund.

06  Refund Received

The IRS issues the refund, which is initially received by our Banking Partner, Refundo. 

07  Fees Deducted

Your tax preparation fees are deducted from your tax refund. 

08  Instant Transfer

After deducting your tax preparation fees, your refund is instantly transferred to your bank account, prepaid debit card, or a check is issued to you by our office. 

Disbursement Options

Direct Deposit

Once our banking partner, Refundo, receives your refund from the IRS, they will deduct your tax preparation fees, and instantly transfer the remaining balance to your checking account.

Check

Once our banking partner, Refundo, receives your refund from the IRS, they will deduct your tax preparation fees, and then our office can print your check right from our office. Refundo has a relationship with Walmart, where you can cash your check for a low flat-fee. 

Prepaid Debit Card

Once our banking partner, Refundo, receives your refund from the IRS, they will deduct your tax preparation fees and then instantly transfer the remaining balance to your prepaid card.

Disclaimers

* Our company believes in full transparency. We do not profit from, or benefit from any bank product service fees. This includes Refund Transfer fees, NOW Advance Fees or any service fees we charge to use these services. We offer these services as a convenience to our clients, who all have unique needs and face different circumstances.