2026 BANK APPLICATION

Bank of Choice *

Refund Advantage

Santa Barbara (TPG)

Business Information

Name of Business / DBA Name *

TAX ID *

EFIN *

Full Name *

Social Security (This is needed to register to the bank.)

Date of birth *

Address

Street Address

City

State

Postal Code

Email *

Phone *

Bank Fees & Add-On Fees

FEE SUMMARY BREAKDOWN

Bank Fees (Depending on your bank preference):

Refund Advantage: $39.95

Santa Barbara Bank (TPG): $44.95

**State Bank Fee - Refund Advantage: $14.00 (The client pays this fee.)

**State Bank Fee - TPG: $14.95 (The client pays this fee.)

Tax Software Base Fee:

Base Transmitter Fee: $13 (This is the fee you can add on too.)

Technology Fee: $18

Service Bureau Fee: $40-$85 (depending on volume)

Audit Protection Base Fee:$62.00

This next section is for Additional fees that you can take to increase your revenue.( This is voluntary, if you do not want to take these fees you do not have to!)

Trans Fee: $5.00-$305.00 - $5 - $65 is still at no charge. If you choose $70-$110 the software will charge the client and additional $8 or If you choose $115-$305 the software will charge the client and additional $14 (This fee is a fee you can keep for yourself as an add on. It will be paid out to you in lump sum at the end of June 2026.)

ERO 3 Fees ( Document Prep Fee): $1.00 -$120.00 (This fee is a fee you can keep for yourself as an add on. It will be paid out to you with your tax prep fee.) What ever amount you pick make sure you are okay with it because you can not change it once your transmit a tax return

Audit Protection: $62.95 Base Fee. You can Add up to $80.00 for yourself. The max charged to the client can not go past $142.00 (It will be paid out to you in June)

Bank Information

Bank Name

Name on Bank Account

Account Type

Routing Number

Account Number

DOCUMENTS PENDING CHECK LIST

EFIN Application Summary *

Direct Deposit Form (optional)

Drivers License Or State ID (Not Expired) *

Company Logo (for your branded mobile app)

Signature *

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