Empower Your Tax Business with Our EFIN and Bank Product Solution
Whether you're a new or seasoned preparer, we provide the tools and support you need to offer your clients more.
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Why Partner with Extreme Refunds?
Why Partner with Extreme Refunds?
Our partnership model is built on trust, transparency, and the success of your business.
EFIN Access: Submit returns electronically without the hassle of obtaining your own EFIN.
Bank Products: Offer your clients up to $6,000 in tax refund loans or allow them to pay filing fees out of their refund.
Expand Your Service Offerings: Increase your revenue by offering clients more options.
No Upfront Costs: We handle the fees, so you don’t have to worry about the initial investment.
Support for New Preparers: Get started with confidence, even without your own EFIN.
Fast Approval Process: Get set up quickly and start submitting returns right away.
Affiliate Program – Earn While You Refer
Refer your clients to us, and we’ll handle the rest. We’ll tag you as the referring party, and once the client files their taxes, you’ll receive 30% of the total service fee."
For example clients tax return was $300 * 30% = $90 sent to you.
$0 per month + you get 30% per each file we complete.
Co-branded Tax Business Solutions
Launch your own tax business with our comprehensive support. Whether you have your EFIN or not, we’ve got you covered.
Package Features
Package Features
Tax Software, all 50 states, current & last 3 years of software
Training to use Tax Software
Access to multiple bank products (including tax refund loans and pay-by-refund options).
Comprehensive Support
Electronic Record Storage
Assistance available from trained staff for help during tax season.
Audit Protection Service included for all clients
Opt 1 - $150 per month + $65 per file.
Opt 2 - $250 per month + $45 per file.
You charge your pricing, and you keep everything minus $65 per file. (*an extra fee will apply if client is taking a loan)
Average tax file = $300 - 65 = $235 in your pocket!
Co-branded with Call Center Support
Start your tax business with our full support, including a shared call center team. Whether you need help with client calls or processing files, we’re here to assist.
Package Features
Package Features
Tax Software, all 50 states, current & last 3 years of software
Training to use Tax Software
Multiple Bank Products
Comprehensive Support
Electronic Record Storage
Assistance available from trained staff for help during tax season.
Audit Protection Service included for all clients
Call Center Agents to take your client calls available 10am-7pm Monday - Friday Pacific Time (California/Washington time)
Optional - Agents available to process the intake of the file.
Opt 1 - $400 per month + $65 per file.
Opt 2- $650 per month + $25 per file.
You charge your pricing, and you keep everything minus $65 per file.
(*an extra fee will apply if client is taking a loan)
Average tax file = $300 - 65 = $235 in your pocket!
If we have our agents enter the intake information into the system it's an extra $15. (This basically enters all the information in the system just for a quick review by the preparer to ensure accuracy before sending)
Frequently Asked Questions
Frequently Asked Questions
Do I need my own EFIN to work with you?
Answer: No, you don’t need your own EFIN. We provide EFIN access to our partners, allowing you to submit tax returns electronically without the hassle of obtaining your own.
How do the bank products work?
Answer: Our bank products include options for tax refund loans and pay-by-refund services. This means your clients can receive up to $6,000 in advance on their tax refund, or they can opt to have the filing fees deducted from their refund instead of paying upfront.
What software do you support?
Answer: We provide comprehensive tax software that covers all 50 states, including current and the last 3 years of software. Our platform is designed to be user-friendly and integrates seamlessly with our services.
How quickly can I start submitting returns?
Answer: Once you sign up and complete the setup process, you can start submitting returns almost immediately. We pride ourselves on a fast approval process, so you can get up and running quickly.
What kind of support do you offer?
Answer: We offer comprehensive support, including training on our tax software, assistance with bank products, and ongoing support during tax season. Our team is here to help you succeed.
Can I customize the pricing I offer my clients?
Answer: Absolutely! You set your own pricing, and after deducting our per-file fee, the remaining amount is yours to keep. This allows you to maintain control over your revenue.
What if my client opts for a tax refund loan?
Answer: If a client chooses to take a tax refund loan, an additional fee will apply. This fee is deducted from the loan amount, ensuring you still receive your earnings.
How do I receive my earnings?
Answer: You’ll receive your earnings directly from the refunds you help clients secure. We ensure prompt payment so you can focus on growing your business.
What is the difference between a dedicated and a shared call center agent?
Answer: A dedicated agent works exclusively for your business, handling calls and providing support based on your specific needs. A shared agent, on the other hand, handles calls for multiple businesses, including yours. Both options are designed to help you manage client communication effectively.
Can I add additional services later on?
Answer: Yes, as your business grows, you can easily add more services or upgrade your current package. We offer flexible solutions to meet your evolving needs.
Why Partner with Extreme Refunds?
Why Partner with Extreme Refunds?
Expand Your Service Offerings: Increase your revenue by offering clients more options.
No Upfront Costs: We handle the fees, so you don’t have to worry about the initial investment.
Support for New Preparers: Get started with confidence, even without your own EFIN.
Fast Approval Process: Get set up quickly and start submitting returns right away.
Comprehensive Support: We provide training, software, and ongoing assistance during tax season.
Client-Friendly Options: Offer clients tax refund loans and the option to pay filing fees from their refund.
How It Works
How It Works
Sign Up: Fill out our simple registration form to get started.
Connect Your Software: We’ll help you integrate our tax software with your existing setup.
Start Filing: Use our EFIN to submit returns and offer your clients advanced bank products.
Get Paid: Receive your fees directly from the refunds you help clients secure.
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