More of Your Money
When You Need It
Access up to $7,000 with a Refund Advance when you file.
Subject to approval. Terms apply.
Your refund doesn’t have to wait.
You’ve filed. You have plans.
A Refund Advance gives you access to a portion of your expected refund sooner, so you can keep moving while the IRS processes your return.
UP TO $7,000
Refund Advance
$0 UPFRONT*
Tax preparation fees
FAST ACCESS
When approved
Your Refund Has Plans.
Bills. Business. Family. Something you’ve been waiting for.
Whatever’s next, your money should move with you.
Choose How You Get Paid
GREEN DOT DEBIT CARD
Receive your funds on a Green Dot debit card.
DIRECT DEPOSIT
Straight to your bank account.
CHECK
Receive your funds by check.
File Now. Pay From Your Refund.
No upfront tax preparation payment needed when you choose an eligible pay-by-refund option. Authorized preparation and related fees are deducted from your refund, and the remaining funds are disbursed to you.
Additional bank and/or product fees may apply.
Questions? We’ve got answers.
How much can I get?
Refund Advance amounts are available up to $7,000, based on eligibility and approval.
How quickly can I receive my advance once approved?
Funds are disbursed according to your selected payment option, typically within 24 hours once approved.
Is the Refund Advance my actual tax refund?
No. A Refund Advance is an optional loan based on your anticipated tax refund. The advance is repaid from your refund when it is issued.
Do I have to get a Refund Advance?
No. A Refund Advance is completely optional.
Can my tax preparation fees come out of my refund?
Yes. Eligible clients can choose a pay-by-refund option that allows authorized tax preparation and related fees to be deducted from the refund instead of being paid upfront.
Who approves my Refund Advance?
Refund Advance applications are reviewed and approved through Santa Barbara Tax Products Group (SBTPG) and its participating lender. Approval and advance amounts are subject to eligibility and applicable terms.
