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Bank Products

We know that your tax refund is a necessity! That's why we're excited for our preparers to offer you a dynamic Refund Transfer Product!

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Once we connect you with a certified tax professional, ask about the Refund Transfer program. Here are some quick details:

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  • A refund transfer allows  a customer to pay their tax preparation related fees and other amounts with their refund.

  • Customers choose refund products because they enjoy having their taxes prepared by a professional without having to pay anything upfront.

  • Typically, refund timing depends on when the IRS or State releases the refund to Refund Advantage Bank but it is usually released within 21 days. 

    • *The IRS Will not start releasing refunds for taxpayers that have the EITC and/or ACTC until February 15 due to the PATH Act.​

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For more information on the refund products, ask the preparer we connect you with.

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We will not spam you or share your information with any third-party companies outside of our network.

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We are a marketing company connecting users with tax professionals to assist with tax-related questions, preparation, and filing. The content on this site is for informational purposes only and is not intended as tax or financial advice. Please note, we are not affiliated with the IRS or any government organization.

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9101 Lakeridge Blvd Ste 22 Boca Raton, FL 33496 
info@agi-assistance.com

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