An industry leader in tax-related financial products, we pride ourselves on offering low-cost refund transfer programs, tax refund advances, and tax office loans, as well as a debit and credit card …

Our Goal is to Simplify Every Financial Transaction in your Tax Office Since our start in 2009, we’ve made it our mission to empower independent tax professionals with the latest tools to …

EPS reserves the right to withhold any rebate funding if the tax professional owes EPS money from duplicate checks, excessive loan loss, fraud, enrollment status, or other issues.

EPS Academy Live Tax Industry Webinars in English & Spanish. Stay ahead of tax season trends with expert-led sessions, best practices, and product training

Enroll with your tax software. Make sure you select "EPS" in the bank application– your 2023 tax season edge!

EPS offers award-winning customer service, marketing support to help grow your office and business reporting to keep track of financial data and transactions.

EPS is Here for YOU We know a lot goes into managing a tax office, and since 2009 we’ve provided independent tax professionals with the tools and help they need to grow their …

Frequently Asked Tax Questions Get answers here to the most frequently asked questions about our bank programs for tax professionals. If you can’t find what you’re looking for here, give us …

Whether you are looking for a pre-season loan to purchase new office equipment or advances on your fees prior to IRS funding, EPS has a program that’s right for you. The funds are easily …

At EPS, We’ve Made It Our Business to Help Your Business. EPS President, Clark Gill 1. The Refund Advance is an optional tax-refund related loan provided by Pathward®, N.A., Member …