Whether you’re looking to advance a tax refund or offer a business loan, having a banking partner will help you serve your clients better.

Preferred Provider
Contact us at: refund-advantage.com

Our primary focus at Refund Advantage is helping the independent tax professional take their business to the next level by increasing revenue and decreasing expenses, all while attracting and retaining customers!

Refund Advantage’s All-In-One approach to banking simplifies the tax refund payment process by offering consistently priced Refund Transfers, Taxpayer Advance Loans with no-cost options for the taxpayer and no in-season marketing fee option for EROs, and exceptional customer support in both English and Spanish. We don’t just stand by our tax offices, we walk with them every step of the way. Let Refund Advantage go the distance for you!

Contact us at: www.chase.com

At JPMorgan Chase, we’re mobilizing our resources and capital to help provide underserved entrepreneurs and communities with the tools they need to start, grow and scale their businesses. We’re providing an additional 15,000 loans to small businesses in majority-Black, Hispanic and Latino communities, as well as mentoring and support for entrepreneurs.

"This commitment is just the starting point. We are working to drive lasting change that can transform banking to work better for more Americans of all backgrounds. "

Jamie Dimon, Chairman & CEO, JPMorgan Chase & Co.Continue, Our commitment to racial equity

Company Contact:


Contact us at: BMO.com/ZeroBarrierstoBusiness

Personal And Commercial Banking, Wealth Management and Capital Markets – BMO is a leader across key sectors of the financial service industry. Driven by a single purpose to Boldly Grow the Good in Business and life, we’re delivering value far beyond the bottom lineWorking together with our customers, employees and the communities we serve, we look for opportunities to accelerate positive change and fuel growth for individuals, families and businesses.

Company Contact:
Angel Pastrana, Sr. Regional Manager | U.S. Zero Barriers to Business