Tax Refund Cash Advance

Access a portion of your expected refund early. Optional and eligibility-based.

What is a Tax Refund Cash Advance?

A tax refund cash advance allows eligible filers to receive a portion of their expected tax refund before the IRS processes their return. The advance is provided through our banking partners and is repaid automatically when your refund arrives.

This is not a loan

The advance is based on your expected refund and is repaid from that refund. You do not make separate payments.

Advance Amounts

$250 – $7,500

Based on expected refund

Timing

Same Day

If approved

Repayment

Automatic

From your refund

How It Works

1

Complete Your Tax Return

File your tax return with us. The advance option is only available after your return is prepared and your expected refund is calculated.

2

Choose to Apply (Optional)

If you want early access to your refund, you can apply for an advance. This step is completely optional.

3

Bank Reviews Your Application

Our banking partner reviews your application and determines eligibility. Approval is not guaranteed.

4

Receive Funds

If approved, receive your advance same day. When your full refund arrives from the IRS, the advance is automatically repaid.

Important Information

Please Read Carefully

  • Optional: Refund advances are not required to file your tax return
  • Eligibility: Not all taxpayers qualify for an advance
  • Bank Decision: Approval is determined by the bank, not the tax preparer
  • Fees: Bank fees may apply and are separate from tax preparation fees
  • Disclosure: All terms and costs are disclosed before you accept

Eligibility Factors

The bank considers several factors when reviewing advance applications:

  • Expected refund amount
  • Tax return accuracy
  • Filing history
  • Identity verification

Frequently Asked Questions

Is this a loan?

No. The advance is based on your expected tax refund and is repaid automatically from that refund. You do not make separate payments.

What if my refund is less than expected?

If the IRS adjusts your refund, you may owe the difference. This is why advance amounts are typically less than your full expected refund.

Do I have to take the advance?

No. The advance is completely optional. You can file your taxes and wait for your refund from the IRS without taking an advance.

What are the fees?

Fees vary by advance amount and are determined by the banking partner. All fees are disclosed before you accept the advance.

Questions?

Contact us to discuss your options and eligibility.

(317) 314-3757

Ready to file your taxes?

Start your return first. Advance options are available after filing.

Start Tax Preparation