Welcome to TaxSlayer Financial Services

Streamlined Bank Products and Revenue Sharing for EROs.

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We’re excited to announce a new partnership with TFS and Refund Advantage!


Later this year, TFS will become Refund Advantage. When you log in you will automatically be routed to your new Refund Advantage Customer Center portal. Here, you will find the same options and information you have come to expect.

We are excited about this positive move forward, which enables us to provide you with
bigger and better products and services. Some of the highlights include:


  • ALL of your prior year(s) data and history will be here.
    This will help us qualify you for MORE advances and a HIGHER approval rates.
  • All your favorite products will still be available! Tax refunds will still be routed through Ohio Valley Bank (OVB).
    The check stock and check cashing partners will be the same as well!
  • Enhanced service team.
    More customer service representatives will be available to help!
  • Generous incentives!
    This new partnership will give you access to industry leading incentives!
  • Plus new enhancements!
    We’re working on new enhancements including Multiple User Login function, enhanced ERO business advances,
    additional Opt-in programs, and expanded training!

See The Process Contact us today

Seamless Check Cashing

We have developed a unique relationship allowing your customers to cash any of our issued checks up to $7,500 at participating WAL-MART stores. We also have other options available, for more information on check cashing please contact us.

Regional Tax Services Outlook

It is impossible to grow your business without knowing your market. We offer all of our offices a free market analysis detailing your competition and regional factors affecting your business. This is an extraordinary value offered exclusively to TaxSlayer Financial Services (TFS) customers.

Trusted Name - Proven Results

The TaxSlayer name and it's legacy company have over 40 years in the tax preparation and refund processing business. We have consistently proven our knowledge and dedication to the independent tax preparer. We are committed to helping you grow your business like never before. It is our promise to provide you with the best team in the industry.

Phone Assisted Customer Support (PACS)

Save valuable time and resources by directing your customers to our automated support line. They can use this service to get real time updates on their refund status and even receive personalized updates from YOU.

Office on the Web

Our client management system is completely web based thus enabling you to stay involved no matter where you are. You can access the client management system from any computer with web access. From there you can view office reports, client check statuses, and even print checks. Now your office is wherever you are.

Enhanced Reporting System

Reporting is the essence of your tax business. We have built a robust reporting system allowing you access to the information you need whenever you need it. Our reporting is fully functional for EROs with multiple offices.

Your Office, Your Checks

Your checks should have their own identity. Our customization options allow you to print your company's promotional information right on the check stub.

Web Based Client Management System

Now your office is wherever you are. You can access the TFS client management system from any computer with web access and view office reports, client check status, and even print checks. TFS makes it easy to stay connected to your business no matter where you are.

A simple process allows you to process our bank products as quickly and easily as possible.

This allows you to concentrate on preparing taxes and growing your business:

STEP 1:

Prepare the return using TaxSlayer Pro Tax Software. This will ensure a seamless process for you and your client!

STEP 2:

When you have completed the return using TaxSlayer Pro the rest is EASY. TFS and TaxSlayer Pro are fully integrated. Once you mark the return for e-file you simply select the product and enter the banking information. Your disclosure forms will automatically print for you. Best of all we have streamlined the process to make it FAST and EASY.

STEP 3:

Next you will be taken to the receipt screen in TaxSlayer Pro where you can view estimated check amounts and fee breakdowns. The return is then ready to file.

STEP 4:

Once the customer center notifies you that the refund is available you can print checks right away. Even better, if your customer has chosen to use direct deposit or a refund card the funds will be automatically forwarded. It’s that easy!

UNMATCHED FLEXIBILITY:

TFS has packed our customer center with time saving features that are unmatched in the industry.

  • Customize your check stubs to include your companies promotional materials
  • Receive immediate email notifications and/or text messages when checks are ready
  • Our customer support line allows your customers to receive real time updates on their refund while allowing you to continue growing your business
  • TaxSlayer Financial Services (TFS) has made our program incredibly convenient for ERO’s employing multiple EFINS's and or offices.Checks can be sent to any location you wish
  • Automatic login allows you to view check statuses real time without having to keep logging in
  • Working in this web based system allows you to print checks and view client status anytime, anywhere