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Filing Tax Returns Using Bank Products – EPS

January 5, 2023 @ 2:00 pm - 3:00 pm EST

This Webinar will cover best practices for tax preparers offering bank product refund options to their clients through EPS. We will discuss traditional bank products, 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 using the newest Tax Year 2022 forms for a mock tax client.


January 5, 2023
2:00 pm - 3:00 pm EST