Three Industry-Leading Solutions; same great product

 

COLLECT YOUR TAX PREPARATION FEES

FROM YOUR CUSTOMER'S TAX REFUND.

EPS Tax Solutions ü No cost tax refund transfer option ü Tax refund advance with any EPS Program ü Rebates up to $25 per product with no volume requirement ü Tax preparer loans & fee advances to start your season
e-Collect

LOWEST COST OPTION

ü Lowest cost program ü No volume requirement ü No cost account setup available
e-Bonus

UP

TO

$25 REBATE PER PRODUCT

ü Highest rebate program ü No volume requirement ü Earn up to $25 per product
e-Bonus
ü No cost taxpayer advance ü No volume requirement ü No cost to tax preparer

NO COST TO THE PREPARER

Taxpayer Refund Advance Enhancements

You asked for it, and we listened!

2016 EPS Advance Program Results

$50 million +

approved taxpayer loans

80%+

approval rating

üAdvance With All EPS Tax Programs That's right, for 2017 the taxpayer refund advance product will be available with all EPS Tax programs. Add the advance product to e-Collect or e-Bonus* and enjoy the program features that you’ve come to love. If you are looking for a no-cost product for the tax preparer, stick with our e-Advance program! üIntegrated into the tax software What this means for you is no third-party involvement. üOne check stock Tax refund checks and tax refund advance checks will be printed on the same check stock. *Tax preparer marketing fee applies to approved loans. Product, pricing, terms and conditions are subject to change without notice.

Choose the Program that Works for Your Business:

Lowest-cost program in the industry.

Highest advertised rebate program in the industry.

No cost advance for the taxpayer or tax preparer.

$20

taxpayer account setup fee

$15

taxpayer account setup fee

$0

taxpayer account setup fee

Refund advance with

NO COST to the tax preparer

$35

taxpayer account setup fee

$35

taxpayer account setup fee

$35

taxpayer account setup fee

$12

tax preparer rebate

$25

tax preparer rebate

$12

tax preparer rebate

$35

taxpayer RT account setup fee

Pre-Season Loans & Fee Advance

 

Start your year off right with cash flow help from EPS. Whether you are looking for a lump sum of cash prior to the season or advances on your fees prior to IRS funding, EPS has a solution for you.

E1 Card Mobile App

 

Allow your clients the convenience of managing their E1 Visa Prepaid Card Account on-the-go with our E1 Mobile app.

Marketing Materials

 

We provide you and your office with a variety of marketing materials, including posters, outdoor banners, and brochures.

Available for purchase or download.

Merchant Services

Built for the Tax Professional

ü No monthly fee outside of tax season ü Year-round processing ü No long-term commitment ü No cancellation fee

E1 Visa® Payroll Card

Payroll and Bookkeeping

ü Eliminate the paper check ü Ease of direct deposit to all employees ü Save money on administrative costs ü Great employee benefits

Valuable EPS Partners:

Enjoy discounts and member benefits just for partnering with EPS.

© 2016 EPS Financial, LLC. All rights reserved.

EPS Tax is a bank product offered through The Bancorp Bank; Member FDIC, or First Century Bank, N.A., Member FDIC.  EPS Tax bank products are not a loan.  Tax refund and e-filing are required in order to receive EPS Tax bank product.  Bank fees apply.  Product terms and conditions are subject to change without notice.

 

E1 Visa Prepaid Card is issued by The Bancorp Bank, Member FDIC, or First Century Bank, N.A., Member FDIC, pursuant to a license from Visa U.S.A. Inc. and administered by EPS Financial, LLC, and may be used everywhere Visa debit cards are accepted. EPS Financial, LLC is a registered agent of The Bancorp Bank and First Century Bank.  E1 Visa Payroll Card is issued by The Bancorp Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc. and administered by EPS Financial, LLC.  EPS Financial, LLC is a registered agent of The Bancorp Bank. 1IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW CARD ACCOUNT: To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens a Card Account. What this means for you: When you open a Card Account, we will ask you for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see a copy of your driver’s license or other identifying documents.

 

†e-Bonus Terms: EPS will pay a $12 rebate for each funded check , direct deposit, and Direct2Cash disbursement and $25 for each card disbursement.  Funding is defined as any taxpayer return funded by IRS or state that covers the entire e-Bonus product price of $35 (account set up fee) and was funded between the start of eFile and April 30, 2017.  The rebate will be sent to the ERO via ACH between May 15-30, 2017. EPS reserves the right to withhold any rebate funding if the ERO owes EPS money from duplicate checks, fraud or other issues.  If the ERO office is in a declined status due to fraud on or before April 30, 2017, EPS reserves the right to withhold any rebate payments.  Rebate, product, and terms are subject to change.