Bank Product Agreement

Give your tax business the protection, clarity, and professionalism it needs with this fully customizable Bank Product Agreement. This agreement is designed specifically for tax professionals who offer bank products such as refund transfers, refund advances, or preparation fees deducted from refunds.

Whether you're an independent preparer or running a multi-preparer office, this agreement outlines the terms between you and your client, keeping your business compliant, transparent, and protected.

What’s Inside:

✔ Clear explanation of what bank products are
✔ Client consent for refund transfers and advance loans
✔ Disclosure of fees, terms, and timing
✔ Client acknowledgment of IRS refund processes
✔ Authorization for you to transmit tax returns and receive fees
✔ Compliance language to protect your business
✔ Signature sections for both parties
✔ Editable, ready-to-use PDF/Doc format

Who This Agreement Is For:

✨ Tax preparers offering refund advances
✨ Tax offices offering bank products to clients
✨ Preparers who want legal clarity and client accountability
✨ New tax business owners who want compliant paperwork

Instant Download

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Customize it with your business name, policies, and branding to start using it with clients right away.