Tax Refund Request
Client Name
*
First Name
Last Name
Email
*
example@example.com
Refund Options
Refund Advance (1-48 hours for an Advance on your refund; remaining refund will be available within 7-21 days; fees may apply and will be disclosed to you)
Refund Transfer Direct Deposit (7-21 days; Refund Direct Deposited into your bank account; fees withheld from Refund)
IRS Direct Deposit (6-8 weeks; Refund Direct Deposited by the IRS; no fees are withheld; tax preparation fees are due upfront prior to signing and receiving a copy of your tax return
IRS Check (6-8 weeks; Refund Check mailed to you by the IRS; no fees are withheld; tax preparation fees are due upfront prior to signing and receiving a copy of your tax return)
Direct Deposit Information
Name(s) on Bank Account (business name if used)
*
Bank Name
*
Routing Number
*
must be 9 numbers - no spaces
Account Number
*
must be 9-12 numbers - no spaces
Account Type
*
Personal Checking
Personal Savings
Business Checking
Business Savings
Other
Authorization and Submission
Date
*
/
Month
/
Day
Year
2 digit month, 2 digit day, 4 digit year
Signature
*
Enter the message as it's shown
*
Submit
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