☰                    ✖
Find an Office Search
PAY YOUR INVOICE WITH YOUR REFUND

Refund Transfer

Tax season doesn’t have to be stressful. With TakeAway Tax, you can use your refund to cover your tax prep fees. This means no upfront payments and one less thing to worry about.

File Your Tax Return

Your tax professional will prepare your tax return and, before starting the e-file process, provide payment options—including a refund transfer—to cover any tax preparation fees or other services.

IRS Sends Your Refund to our Bank Partner

Once the IRS approves your refund, it’s sent to a secure third-party bank instead of directly to you. This bank deducts your tax preparation fees and any other authorized charges.

Receive Your Remaining Refund

After fees are deducted, the remaining balance is sent to you via your preferred method—direct deposit or check.

Two easy ways to get your remaining funds

Direct Deposit

A $42 Refund Transfer Account fee will be debited when your refund is deposited to the account you set up when you filed.

Check

A $42 Refund Transfer Account fee will be debited when your refund is deposited to the account you set up when you filed.

Is a Refund Transfer Right for You?

Refund transfer is an excellent choice for those looking to simplify their tax season finances. Discover who benefits most:

New Job Starters

Use your tax refund to cover preparation fees, so you can allocate your new income towards immediate priorities.

Planning a Vacation

Allocating your refund to cover tax preparation frees up new income, helping you save for that much-needed break.

Busy Professionals

Opt for refund transfer to simplify the process and avoid the hassle of upfront payments, giving you more time for what matters most.

Independent Contractors

Managing your own business and finances can be overwhelming. Use your tax refund to cover preparation fees, helping you keep your finances in order without disrupting your cash flow.

Savvy Savers

Keep more cash on hand and allocate your refund where it’s needed most—like future investments. Choose a refund transfer today for financial freedom.

Limited Upfront Cash

Use your tax refund to cover preparation fees and ease financial strain. This allows you to focus on essential expenses like rent and groceries.

Don’t have a tax appointment yet?

At TakeAway Tax, you’re not limited to one location. Choose the tax professional who fits your needs best, no matter where they are. Click the button below to search our tax pro directory and find your perfect match.
Find Your Tax Professional

Frequently Asked Question

A refund transfer is a convenient way to cover your tax preparation fees using your tax refund. Instead of paying upfront, your fees are deducted from your refund once it’s processed.

Absolutely. Our refund transfer process is designed with top-notch security measures to protect your personal and financial information. We work with reputable financial institutions to ensure your refund is transferred safely and securely.

 

When you choose a refund transfer, your federal tax refund is transferred to a temporary bank account. After deducting any agreed-upon fees, the remaining balance is then deposited into your personal bank account or delivered via a check.

You can easily track the status of your refund transfer through our bank pranter site. You’ll receive notifications at every significant step of the process. And if you have any questions or need assistance, our team is readily available to provide updates and support.

Yes, there is a small service fee for selecting a refund transfer. The fee covers the cost of processing and securely transferring funds to the specified account.

Typically, once the IRS processes your return and issues your refund, it takes about 21 days for the funds to be available. After that, the refund transfer process is quick. You can expect your net refund (after fees are deducted) within a few business days.

Easily book a call and upload documents with the free TakeAway Tax app.

Play store Apple store