Have you heard about the Refund Transfer at H&R Block Offices?

Consider this scenario: You are at a tax office filing your taxes with a tax professional. Completing your tax forms, communicating life changes, and obtaining all available tax credits and deductions are top of mind. But paying for tax preparation is not…

Refund Transfer for the win

Within an H&R Block tax office, if you don’t want to pay for your tax preparation at the time of filing, consider the Refund Transfer from our banking partner, Pathward^®. A Refund Transfer provides many benefits, including the convenience of having your tax preparation fees deducted from your Refund Account after our services are complete.

Reasons to consider a Refund Transfer

Here are six reasons to consider Refund Transfer this year:

1. It’s easy and convenient: If you are already at a tax office, your tax professional can walk you through the application process in the office.
2. State and federal options at your fingertips: If you purchase a Refund Transfer for your federal return and also have a state refund, you can have your state refund sent to your Refund Account at no additional cost.
3. Use Refund Transfer to receive your refund(s): A Refund Transfer includes a Refund Account, which is a temporary bank account to receive your tax refund(s).  If you do not have a personal bank account, this will allow you to receive your tax refund by direct deposit.
4. Multiple disbursement options: You can choose to receive your tax refund proceeds, minus tax preparation and related fees (as well as any other amounts you authorize), on an H&R Block Emerald Prepaid Mastercard®, via a physical check or deposited to an existing account.
5. Feel a sense of security: Your tax refund is deposited in a secure, FDIC-insured account with multiple disbursement options.
6. Get updates: You can receive email or text updates when funds are available.  (Standard text messaging rates may apply.)

What is the cost?

A Federal Refund Transfer is $42. If you choose a state Refund Transfer, there is no additional charge with the purchase of a federal Refund Transfer. Also, if you choose  to receive your Refund Transfer funds via a paper check, it’s an additional $25 fee.

Get more information

Ready to learn more and make an appointment? Check out our Refund Transfer.

Refund Transfer: A Refund Transfer Account is an optional tax refund-related product provided by Pathward®, N.A., Member FDIC. $42 fee applies. This is a bank deposit product, not a loan. You can file your return and receive your refund without purchasing a Refund Transfer. Payments you authorize from your account will be deducted from your refund, and any remaining balance will be sent to you. Qualifying expected tax refund and e-filing required. Other restrictions apply; see terms and conditions for details. H&R Block Maine License Number: FRA2. OBTP#13696-BR.

Emerald Card: H&R Block Emerald Prepaid Mastercard® is issued by Pathward®, N.A., Member FDIC, pursuant to license by Mastercard. Mastercard and the circles design are registered trademarks of Mastercard International Incorporated. Additional fees, terms and conditions apply; consult your Cardholder Agreement for details. ©2023 HRB Tax Group, Inc.