10/26/2026
Stop chasing clients for your fee.
With professional tax software and integrated bank products, eligible clients can choose to have your authorized preparation fees deducted directly from their tax refund instead of paying you upfront.
That means no awkward payment reminders. No chasing anyone down after the season. You set your fees, the bank product handles the collection, and you get paid through the process.
This is one of the biggest differences between preparing taxes as a favor and running a real tax office.
And here's why the timing matters: the IRS is phasing out paper refund checks and moving taxpayers toward direct deposit and bank accounts. Clients who already expect their refund electronically are the easiest clients to serve with bank products.
If you've been preparing returns and then chasing people for your money, it's time to run it like a business.
Ready to launch your own tax office? Book a free consultation at launchmytaxoffice.com.