We have options

We offer a full suite of bank products. Disbursement methods for bank products include Paper Checks, Debit Cards and Direct Deposits.

Electronic Refund Check (ERC)

A quick and cost effective method for your clients to receive the proceeds of their tax refund. Federal tax refunds are usually available within 7-12 days. With changes to the processing schedule at the IRS, federal tax refunds may be available even sooner. When the refund is received, we deduct all applicable fees and you or the location you designate print a cashier's check payable to the taxpayer.

Benefits to you:
▪ The best incentive program in the industry!
▪ Checks can be printed through our easy to use web e-Account.

Electronic Refund Deposit (ERD)

An easy way for your clients with a checking or savings accounts to receive the proceeds of their tax refund. When the taxpayer's refund is received, we deduct all applicable fees and disburse the proceeds to the taxpayer's personal checking or savings account through Automated Clearing House (ACH) direct deposit.

Benefits to you:
▪ The taxpayer will not need to return to your office to pick up a check.
▪ Our most popular product.

Debit Cards

The TOA Financial Debit Card works like an ATM/Debit Card. Your office will provide the taxpayer with a Prepaid Debit Card at the time their taxes are prepared. When the taxpayer's refund is received, we deduct applicable fees and place the proceeds on to the Debit Card.

Benefits to you:
▪ The taxpayer will not need to return to your office to pick up a check.
▪ Now you can serve your clients who do not have a bank account for check deposits.

For More Information Call: 770-909-4040
Or Email at: toafinancial@gmail.com