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EPS Financial Company Overview
EPS Financial provides financing and payment-processing services primarily tailored to tax offices. Its offerings include refund transfer programs (letting tax clients defer paying tax preparation fees until their refund arrives), taxpayer advance loans, and tax office loans. It also supplies credit card and debit card processing developed for tax professionals, with no long-term contracts and no monthly fees outside the tax season. Beyond payments, EPS offers business reporting, marketing support, tools for merchants, and other tax‐industry-focused solutions. EPS is a division of Pathward, N.A., which supports some of its banking functions.