Thursday, January 30, 2014

Change in “Responsible Party” Must Be Reported to the IRS

Change in “Responsible Party” Must Be Reported to the IRS

Pay for your Tax Preparation right from your Refund!

Here is a great product we are now offering our clients.


Refund Transfer
If you are expecting a tax refund, the Refund Transfer product is a convenient way to receive your refund amount. Whether you hire a tax professional to prepare your tax return or you prepare it yourself online, with the Refund Transfer you can simply pay with your refund, with tax preparation fees withheld from your refund amount.

Why Use a Refund Transfer?

Pay With Your Refund!
By selecting a Refund Transfer you can pay for tax preparation with your refund, with tax preparation fees withheld from your refund amount.

As Fast as e-Filing
Selecting a Refund Transfer does not delay the speed of refund disbursement. Once the IRS accepts your e-filed return your refund is available when the IRS releases it - typically within 21 days according to the IRS website. Choose whether you want to receive your money via check, direct deposit or on a pre–paid debit card*. You receive your money upon IRS funding.

How Does it Work?

Tax Return is Prepared
Begin by either preparing your return online using an approved software company or hire a tax professional that is partnered with TPG. If you are expecting a refund you may select a Refund Transfer from TPG.

Your Return is e-Filed
Your tax return (including our bank information) is e-filed to the IRS, and the IRS is instructed to route the refund through our bank. 

Receive Your Refund
Once we get your refund, TPG takes out all associated fees, giving you the balance of the refund amount either as a check, direct deposit or on a pre-paid debit card (check for availability).



The Refund Transfer offers a convenient and secure payment option that is not available to many taxpayers without using a tax refund-related bank product. If you don’t have a bank account, the Refund Transfer gives you access to the same benefits as taxpayers that have bank accounts. If you just want an alternative to paying up-front with cash or a credit card ask your tax preparer about the Refund Transfer.


*This card is issued by MetaBank™, member FDIC pursuant to a license from Visa U.S.A. Inc. TPG is a registered ISO of MetaBank.

Saturday, January 25, 2014

Congratulations Carson Long

My son Ryan Estep is a sophomore at the Carson Long Military Academy in New Bloomfield Pennsylvania. He is a leader at the school and his drill team today won a major competition placing first in all categories and will be heading to a national competition in New York next month. I am very proud of my son and his teammates. Here is a photo of him accepting the first place award.

For more information about the oldest American military boarding school visit carsonlong.org. We are also planning an open house in the Delaware area this summer if you are interested in enrolling your son in a school which will change his life and develop leadership. 


Wednesday, January 22, 2014

TaxBot - This is a must have APP that may save you thousands.

I know your time and money are very valuable so I want to make this short . I have found a tax tracking system that I know will save you both time and money when it comes to keeping track of your receipts and mileage logs. 

You need accurate records more than ever!

As a business owner or independent contractor you are 4 to 6 times more likely to be subject to a IRS audit.  The IRS has announced they want to hire over 10000 more agents once funding becomes available.   More than every you need to make sure you have back up records for the deductions you are claiming. 

This inexpensive, simple and easy solution is currently being used by tens of thousands of business people across North America. Please watch short video because I believe it will help me help you save big MONEY on your taxes.

Please take a look at the link below.  I have secured a 50% discount for my clients on the service if you use the link below. 


Sincerely,


Ralph V. Estep, Jr.