Refund advance
Eligible clients may apply for $500–$7,000.
Refund advances are optional bank-product loans that may provide access to funds before the federal tax refund is issued. Approval is not guaranteed.
Potential advance
$500–$7,000
The amount offered, if any, is determined by the participating bank-product provider.
Start My TaxesWhat to know before applying
- A refund advance is a loan, not your tax refund.
- Approval is subject to eligibility and provider requirements.
- Available amounts and program terms can vary.
- Tax preparation must still be based on complete and accurate information.
- Choosing a refund advance does not change the requirement for manager review before e-file.
How the process works
Tax preparation comes first.
1
Start your intake
Submit basic contact information and continue through the approved secure client portal.
2
Prepare the return
Your preparer reviews the facts and documents needed to prepare the return accurately.
3
Manager review
The return follows Next Door's required quality-control workflow before e-file.
4
Provider decision
The participating provider determines whether an advance is approved and the amount offered.
Refund advances are loans subject to approval, eligibility, availability, participating bank requirements, and program terms. Results vary.