Bank Product and Cash Advance Loan Marketing Program

Partner acknowledges that certain taxpayers may elect to utilize Bank Products, including refund transfers, cash advance programs, or other bank-funded products offered through participating financial institutions integrated with 1040 TaxBiz services.

Bank Products allow eligible taxpayers to defer payment of tax preparation and related service fees by authorizing such amounts to be deducted from their anticipated tax refund through a participating financial institution. Approval for any cash advance or bank-funded product is determined solely by the participating bank and is not guaranteed.

Partner acknowledges and understands that current Bank Product fees, refund transfer fees, technology fees, service bureau fees, transmitter fees, and other applicable third-party charges shall apply as disclosed by 1040 TaxBiz and participating providers. Current Bank Product pricing for the applicable tax season includes a Bank Product fee of $119.95, which may include access to eligible cash advance programs where available.

Partner understands and agrees that:

  • Bank Product fees and third-party charges are separate from tax preparation fees;
  • Such fees are not included within shared revenue percentages;
  • Certain fees may be deducted directly by participating banks or service providers prior to disbursement of Partner revenue share;
  • All bank products are subject to approval, funding conditions, and operational rules established by participating financial institutions.


Partner further acknowledges that certain optional marketing or promotional programs associated with pre-season loan products may require additional fees. Current pre-season loan marketing participation fees are $75 and shall be deducted from preparation fee proceeds prior to calculation and distribution of Partner revenue share.


Audit Defense

 

Audit Defense is an optional third-party service designed to provide eligible taxpayers with professional assistance in the event their tax return is selected for audit or inquiry by the IRS or applicable state taxing authority. Services may include guidance, document review, and communication support related to qualifying audit matters, subject to the terms and conditions of the Audit Defense provider.

The current base fee for Audit Defense is $34.95 and is collected by 1040 TaxBiz or the applicable third-party provider. Partner may elect to add an additional commission of up to $10.00 per Audit Defense enrollment. Any commission added by Partner shall be retained by Partner and is not subject to revenue sharing under this Agreement. The base Audit Defense fee and any additional commission are separate from tax preparation fees and must be properly disclosed to the taxpayer prior to enrollment.

Choose the amount of commission you would like to add to the base fee of the Audit Defense.

By signing below, I agree to all of the pricing, terms and conditions as listed above.

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Signature Certificate
Document name: BPAE Premium
lock iconUnique Document ID: 348ebe299b45719380865320ef7fff42b9551ad1
Timestamp Audit
May 10, 2023 2:45 pm EDTBPAE Premium Uploaded by Brian Warden - brian@1040taxbiz.com IP 96.72.237.110
May 10, 2023 2:51 pm EDTLisa Martin - lisa@1040taxbiz.com added by Antonio Alford - antonio@1040taxbiz.com as a CC'd Recipient Ip: 96.72.237.110
May 10, 2023 2:51 pm EDTJodi Pollard - jodi@1040taxbiz.com added by Antonio Alford - antonio@1040taxbiz.com as a CC'd Recipient Ip: 96.72.237.110
May 10, 2023 2:53 pm EDTLisa Martin - lisa@1040taxbiz.com added by Antonio Alford - antonio@1040taxbiz.com as a CC'd Recipient Ip: 96.72.237.110
May 10, 2023 2:53 pm EDTJodi Pollard - jodi@1040taxbiz.com added by Antonio Alford - antonio@1040taxbiz.com as a CC'd Recipient Ip: 96.72.237.110
May 16, 2023 2:51 pm EDTLisa Martin - lisa@1040taxbiz.com added by Antonio Alford - antonio@1040taxbiz.com as a CC'd Recipient Ip: 96.72.237.110
May 16, 2023 2:51 pm EDTJodi Pollard - jodi@1040taxbiz.com added by Antonio Alford - antonio@1040taxbiz.com as a CC'd Recipient Ip: 96.72.237.110
May 26, 2023 7:50 pm EDT Document owner antonio@1040taxbiz.com has handed over this document to brian@1040taxbiz.com 2023-05-26 19:50:50 - 96.72.237.110
May 26, 2023 7:50 pm EDTLisa Martin - lisa@1040taxbiz.com added by Brian Warden - brian@1040taxbiz.com as a CC'd Recipient Ip: 96.72.237.110
May 26, 2023 7:50 pm EDTJodi Pollard - jodi@1040taxbiz.com added by Brian Warden - brian@1040taxbiz.com as a CC'd Recipient Ip: 96.72.237.110
May 16, 2024 4:42 pm EDTLisa Martin - lisa@1040taxbiz.com added by Brian Warden - brian@1040taxbiz.com as a CC'd Recipient Ip: 204.156.181.53
May 16, 2024 4:42 pm EDTJodi Pollard - jodi@1040taxbiz.com added by Brian Warden - brian@1040taxbiz.com as a CC'd Recipient Ip: 204.156.181.53
November 18, 2025 5:44 pm EDTLisa Martin - lisa@1040taxbiz.com added by Brian Warden - brian@1040taxbiz.com as a CC'd Recipient Ip: 96.72.237.110
November 18, 2025 5:44 pm EDTBrian Warden - brian@1040taxbiz.com added by Brian Warden - brian@1040taxbiz.com as a CC'd Recipient Ip: 96.72.237.110
May 6, 2026 3:43 pm EDTLisa Martin - lisa@1040taxbiz.com added by Brian Warden - brian@1040taxbiz.com as a CC'd Recipient Ip: 96.72.237.110
May 6, 2026 3:43 pm EDTBrian Warden - brian@1040taxbiz.com added by Brian Warden - brian@1040taxbiz.com as a CC'd Recipient Ip: 96.72.237.110
May 8, 2026 2:52 pm EDTLisa Martin - lisa@1040taxbiz.com added by Brian Warden - brian@1040taxbiz.com as a CC'd Recipient Ip: 96.72.237.110
May 8, 2026 2:52 pm EDTBrian Warden - brian@1040taxbiz.com added by Brian Warden - brian@1040taxbiz.com as a CC'd Recipient Ip: 96.72.237.110
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