Bank Products Explained for Tax Preparers
What a refund transfer actually is, how the fees flow, and why bank products are the backbone of a high-volume tax office.
Tax Practice Insights
Practical guides for tax professionals: bank products, rebates, compliance, marketing and growth.
What a refund transfer actually is, how the fees flow, and why bank products are the backbone of a high-volume tax office.
Rebates are a transparent, disclosed bank-product incentive. Here is how the $8–$18 per bank product is earned and paid.
Every paid preparer needs a PTIN. Only a firm that transmits returns needs an EFIN. Here is how the two fit together.
EITC, CTC, AOTC and head-of-household claims carry a Form 8867 duty. Build the habit before an audit builds it for you.
Spanish-speaking taxpayers are the fastest-growing segment in most markets. Serving them well is a systems decision, not a translation exercise.
Offices that post year-round start the season with a book. Here is a month-by-month plan you can schedule once.