Frequently Asked Questions

The Refund Transfer (RT) is a non-loan product designed for taxpayers who cannot or do not wish to pay out-of-pocket for income tax return preparation and related costs. 

This pay-by-refund product allows a taxpayer to withhold the tax preparation fees from the refund amount. 

Once a taxpayer agrees to pay for tax preparation with their refund, the return is filed to the IRS and/or state taxing authority with the temporary bank account information included on the return.

When the IRS and/or state taxing authority issues the tax refund, funds are deposited into the taxpayer's temporary account, typically in as little as 21 days from the date the IRS acknowledged processing the federal tax return. Upon receipt of the refund from the IRS, all authorized fees (including the tax preparation fees) are deducted from the tax refund and disbursed.

The remaining balance is disbursed to the taxpayer via the disbursement method chosen.

It’s easy, we do the work for you and it takes less than 1 minute. Once you submit your application, our certifying agents check all the information to ensure all provided information is correct and so your application passes smoothly.
After we review your application, we examine your documents to Certify them and submit to IRS!  FOR RAPID REPSONSE *ITIN must accompany a tax form and is in addition to the cost of preparing tax form. WE ARE ONE OF 4 AUTHORIZED CERTIFYING AGENTS IN THE COUNTY- YOU DO NOT NEED TO SEND IN YOUR PASSPORT TO IRS WE CERTIFY IN OFFICE

U.S. Individual Taxpayer Identification Number is your personal identifier in the US tax system. Individual Taxpayer Identification Number is mandatory for anyone who is required to have a U.S. taxpayer number by the IRS. It is also required to get an EIN Business Number. Your ITIN expires if you don’t use it for 3 years, in this case you have to renew it. That’s why we always recommend getting your ITIN as soon as possible.