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Top 10 Reasons Why EROs Choose Refundo

Daphne Veras on Dec 28, 2016

In today’s ever-changing, technology-driven world, people are always looking for the next big thing out there.

Hottest smartphone, latest software update, newest gadgets... anything that will help us become more efficient, help us manage our time better, and make our lives easier.  

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Facts Only by Refundo Episode 7

Jesse Arroyave on Jan 21, 2016

Check out our latest episode of #faxonly by Refundo.

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Blood, Sweat, and Taxes: Tax Pro Problems Unraveled

Jason Knewtson on Apr 15, 2015

The amazing Derek Redmond finishing the race after tearing his hamstring in the 1992 Olypmic Games

I've met my fair share of Derek Redmond's in the tax industry. So many that, I've witnessed tax offices close their doors for good. The foremost question and need I receive is "Jason, I've given blood, sweat and tears to no avail...what else can I do to have a successful tax practice?"

With that spirit, I want to share the interesting insights and attributes of the successful tax firms that I have spoken to and observed over the years with you...I want to do everything I can to help you and your firm cross the finish line of "success."

Part One of the Series...

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5 Tax Resources That Help People With Disabilities

Steve Brummet on Apr 10, 2015

The IRS understands the need to make sure individuals with disabilities receive simple and easy access to tax help and education. There are many resources available to support taxpayers with disabilities, as they work toward fulfilling their tax obligations. As a tax professional, it’s important that you have some information regarding the topic to help clients and their family members.

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Why Your Tax Business Needs a Website

Daphne Veras on Apr 03, 2015

I know what you are thinking. 

My tax business is very small. It’s just me, my receptionist, and the occasional seasonal employee that I hire to help during tax season.

Plus, it’s not like I can offer my tax preparation services online anyway. Do I really need a website?


- This is not what you should rely on for your business to be found.
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A Tax Pro Guide to Tax Refund Bank Products [Infographic]

Daphne Veras on Dec 19, 2014

Retaining 100% of its clients is every small business dream. As a tax professional, with only 3 months to make most of your revenue, you have your work cut out for you when it comes to client retention. And of course having minimal interaction with clients during the year does not make it any easier.

Simply providing basic tax preparation services is no longer sufficient. As competitors enter your market, it’s crucial that you are the most innovative tax professional on your block and that you never have to turn away clients for not having enough money to pay for your services upfront.

Fortunately, we are here to help. We’ve created an infographic to give you a snapshot of how tax refund bank products work and the benefits of offering them in your office for you and your clients. 


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IRS Loses Appeal: Loving V IRS Case Update

Daphne Veras on Feb 11, 2014

In response to the September 2013 IRS appeal, the U.S. Court of Appeals ruled today that the agency has no authority to require tax return preparers to pass competency exams, pay annual fees and complete at least 15 hours of continuing education courses each year.

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Have You Heard About Tax Identity Theft?

Daphne Veras on Jan 15, 2014

Ready for tax season? If you haven’t heard about tax identity theft, you may not be.

Tax identity theft happens when someone files a phony tax return using your personal information – like your Social Security Number- to get a tax refund from the IRS. It also can happen when someone uses your SSN to get a job or claims your child as a dependent on a tax return.

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How to Make A Dent in Your World
(With One Simple Question)

Daphne Veras on Dec 11, 2013

It’s a simple question, but one that matters. It’s the driving force behind why we do what we do and brings about change, which leads to progress. And if you’re lucky, you have a shot at being able to meaningfully improve the lives of billions. 


Two years ago, we decided to focus our attention and resources on the problems people face in the financial services sector. According to the FDIC, there are over 68 million adults, or one in five people, in the U.S. who either don’t have a bank account or rely on “alternative financial services” like check cashers and money remitters, and this number is growing. Globally speaking, there are about 2.4 billion whose needs aren’t being met.

The cost of being disconnected from the global financial system and alternative financial services - like check cashers and money remitters - is high. Even more shocking is the fact that these costs are borne by those who can least afford them.

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Refundo Yacht Party Recap

Daphne Veras on Aug 30, 2013

Thanks to everyone that stopped by on Tuesday for our Yacht Party and joined us to celebrate the kick-off of the 2014 tax season.

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