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Filing Returns Using Bank Products - TPG
January 4, 2020 @ 12:00 pm - 1:00 pm EST
This Webinar will cover best practices for tax preparers offering bank product refund options to their clients through TPG. We will discuss Refund Advances both Preseason and In-Season, pricing, compliance issues, necessary authorization documents, and how to keep your office in compliance this tax season! We will also walk through completing a bank application for a mock tax client.