Tax Refund Disbursement Options

Getting your max refund is up to us. How you receive and pay for it, that’s up to you. Working with the bank means having a partner that works with you. We have tax refund options that allow you to choose how you get your money. And when the time comes to pay for your tax services, we have options for that as well.

Convenient ways to receive money*

Once the refund amount is issued to the bank, all associated tax preparation fees are withheld and paid, and the remaining funds are issued to the taxpayer.

Walmart MoneyCard

NEW for 2018: Taxpayers looking for a safe and easy alternative to a paper check can receive their refund on a Walmart MoneyCard.*

Direct Deposit

Money can be deposited into a checking or savings account. Funds are disbursed immediately upon IRS or state funding, reaching your bank account in 1-2 business days.

Cashier’s check*

Tax professionals may issue checks from their office once IRS or state funding is received. Learn more about where checks can be cashed.

Direct2Cash*

Taxpayers can receive their refund in cash (up to $7,500) from participating Walmart stores for a $7 fee.**

*  Check with your tax professional or software provider for availability.

Do you feel you need professional advice?

That is simple to understand and straightforward to implement.

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Free Tax Refund Estimate 

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Additional Pricing 

  • Please be aware that if significant changes are needed after I have fully prepared your tax return, a fee of $100 will be incurred for these adjustments. This applies when more than one form requires alteration. Common examples include but no limited to adding or removing a dependent after the return is complete, or a married couple choosing to file separately instead of jointly. Such changes often necessitate modifying several forms to ensure your refund is maximized, resulting in additional work. You’re understanding and cooperation in this matter are greatly appreciated to ensure a smooth and efficient tax preparation process.

Pricing:

Business (For-Profit) Formation Pricing:  $500 (Value of over $1K in services) + Filing Fees

 

Non-Profit Organization Formation Pricing: Price: $750 (Value of over $1K in services) + Filing Fees

Business Formation

We are excited to assist you with the essential services required to kickstart the process of establishing your business whether it’s For-Profit or a Non-Profit Business. Let our team of experts handle the intricate details of the incorporation and application process, allowing you to concentrate on growing your business.

Here is an overview of what our services encompass:

Included Services:

  • Filing of Articles of Incorporation at the State Level (Note: State Filing Fee of $100 is not included)
  • Procurement of an IRS EIN (Federal Employee Identification Number)
  • Completing Non-Profit Exemption Application (Non-Profit Organizations Only)
  • Acquisition of a Duns & BradStreet D.U.N.S Number
  • Domain Registration and Full Domain Protection (GoDaddy - 1-3 year subscription, with a fee of up to $80 not included)
  • Professional Email (Microsoft 365 Email Essentials - 1-3 year subscription, with a fee of up to $30 not included)
  • Provision of a Professional Business Address (Monthly subscriptions available for as low as $9.99 not included)

Bonus Add-ons (No additional cost):

  • Complimentary Standard Bylaws Template (In alignment with IRS Requirements)
  • Free Basic Logo with Commercial Rights
  • Free Signature Logo