Tax Preparation Services
File in an Office or a Walmart
Most offices are independently owned and operated.
Drop-off Service
The Drop-off Service (“Drop-off”) is a service provided in connection with paid tax preparation services offered at participating locations. To begin tax prep through the Drop-off service, you must Request a Drop-off folder, complete the form and verify your identity with a Tax Pro at an Expedient location. Confirm your follow-up appointment, which will occur after a Tax Pro has reviewed your tax documents and started your tax return. To complete your return, you may opt into our eSignature or return in-store and finalize and sign your tax return. If you choose to use eSignature, you must satisfy Expedient’s federally mandated identity verification process to review, verify, and sign your tax return. If you do not satisfy this verification process, we will be unable to process your return through eSignature and you must return in-store to sign your tax return. Services may vary slightly by location. Most offices are independently owned and operated.
Extension Filing
A partial deposit for the cost of your tax filing may be required when filing the extension. To avoid IRS penalties or interest, it may be advisable to pay any taxes owed when filing your extension. Most offices are independently owned and operated.
IRS Audit Assistance
If you receive an audit notice from the IRS on a return that we prepared, contact your Expedient office and we will explain to the IRS how your tax return was prepared. Expedient cannot act as your legal counsel, or financial advisor, or otherwise represent you in connection with an IRS audit. Valid at participating locations only. Most offices are independently owned and operated.
Lifetime Accuracy Guarantee
With our Lifetime Accuracy Guarantee (“Accuracy Guarantee”), if an error is made in the preparation of your Covered Tax Return (as defined below), you are entitled to reimbursement of penalties and interest imposed by the applicable tax authority (and not any additional taxes owed or reduction in an expected refund) during your lifetime in connection with the Covered Tax Return, up to an aggregate limit of $20,000. “Covered Tax Return” means the annual Federal (excluding non-resident), state or local tax return that was prepared by Expedient Tax Services or its Franchisee (not applicable to “Expedient Online”) and filed on or prior to the applicable annual IRS deadline or, if the filing date is properly extended, the IRS extension deadline. To submit a valid claim, you must: (a) notify the Expedient Tax Services office through which your in-store return was filed (“Expedient Office”) in writing or in person within 30 days of the date set forth in the first written notice you receive from the applicable tax authority concerning your Covered Tax Return (and promptly at any time you otherwise discover any error in connection with your Covered Tax Return) (a “Claim”); (b) provide copies of all documents related to the Claim or otherwise requested (including any letters from the tax authority and all documentation supporting your tax return); (c) allow Expedient , its Franchisee or its authorized representative to investigate and represent you before the applicable tax authority with respect to the penalty, interest, additional tax or refund shortfall, in any manner appropriate, at the expense of Expedient , and (d) cooperate and assist in these efforts (including signing appropriate authorizations). You are solely responsible for paying the applicable tax to the appropriate tax authorit(ies) in a timely fashion, regardless of your eligibility for subsequent reimbursement under this Accuracy Guarantee. Coverage under this Accuracy Guarantee is subject to prior payment in full of tax preparation fees (which are not subject to refund under this Accuracy Guarantee). Failure to comply with these and other conditions instructed by Expedient may result in the denial of your Claim. This Accuracy Guarantee does not apply to the following situations (each an “Exclusion”): (i) in the case of a late filed return (except for an approved IRS extension), interest that accrues from the applicable tax filing deadline until the date you file your return; (ii) any officially published tax law changes after January 1, 2023; (iii) your information is incomplete or, insufficient or your provide inaccurate or false information to your Expedient Office or to Expedient Inc. or its affiliate; (iv) your tax refund was reduced or not received as a result of a tax lien, judgment, support order, unpaid student or government related loans, back taxes, or any other government offset or collection activity; (v) you are unable to substantiate a deduction, credit, or other position taken on the Covered Tax Return (whether it be a failure to produce sufficient documentation or otherwise); (vi) you failed to timely file the tax return or pay the taxes shown as owing on such return by the applicable due date; (vi) fraud or misrepresentation of any kind, or if you had knowledge of an error at the time you reviewed and accepted the return; (vii) errors caused by software or other technology malfunction; (viii) any reason outside the control of Expedient ; (ix) errors related to reconciliation of Advance Child Tax Credit; or (x) errors related to the recovery rebate credit from federal Economic Impact Payments (EIP or Stimulus) and/or any changes in income from the prior year(s) and reconciled in the current tax year that may affect the Premium Tax Credit advance for which the taxpayer was eligible to receive, or for income estimates made in any tax year that may affect any tax year reconciliation process in Form 8962 Premium Tax Credit (“Excluded ACA Service”). This Accuracy Guarantee is void if you refile with another tax preparation company. All payments made hereunder will be made directly to the primary taxpayer on the Covered Tax Return via cash, check, or prepaid card. In no event does this Accuracy Guarantee cover additional taxes owed or reduction of a refund. THIS PARAGRAPH DESCRIBES THE LIMIT OF Expedient ’S ENTIRE RESPONSIBILITY, OBLIGATIONS AND LIABILITY FORT HE ACCURACY GUARANTEE AND YOUR SOLE AND EXCLUSIVE REMEDY FOR ANY ERRORS OR OMISSIONS IN YOUR COVERED TAX RETURN CAUSED BY Expedient . Coverage shall be determined in the sole judgment of Expedient . Most locations are independently owned and operated.
Maximum Refund Guarantee (Biggest Refund Guarantee)
If you are entitled to a federal refund on a Covered Tax Return (as defined below) that is larger than what was determined by Expedient at the time the Covered return was submitted to the IRS, Expedient will refund the tax preparation fees paid for that Covered return (excluding other product and service fees) and provide an additional $100 (the “Maximum Refund Guarantee”). All payments made under this guarantee will be made directly to the primary taxpayer on the Covered Tax Return via cash, check, or prepaid card. “Covered Tax Return” means a Federal (excluding non-resident) tax return for the 2022 tax year that was prepared by Expedient Tax Services or its Franchisee (not applicable to “Expedient Online”) and filed on or prior to the annual IRS deadline or, if the filing date is properly extended, the IRS extension deadline. All payments made hereunder will be made directly to the primary taxpayer on the Covered Tax Return via cash, check or prepaid card. In order to submit a valid claim (a) you must notify the Expedient Tax Services office through which your in-store return was filed (“Expedient Office”) in writing or in person or, if your return was prepared with assistance through our virtual platform, notify a client service representative in the manner provided through the virtual platform, in either case by the annual IRS deadline for the year of your tax return (and promptly at any time you otherwise discover any error in connection with your Covered Tax Return) (a Claim”); (b) file an amended return with Expedient Tax Office by the annual IRS deadline for the year of your tax return or, if the filing date is properly extended, the IRS extension deadline. The refund amount determined in the amendment must be larger than the refund amount determined in the Covered Tax Return. Same tax facts must apply to the amended return as determined by Expedient . with any questions or to dispute a determination of your Claim as rendered by Expedient Office. In no event does this Maximum Refund Guarantee cover additional taxes owed. Most locations are independently owned and operated. THIS PARAGRAPH DESCRIBES THE ENTIRE LIMIT OF Expedient ’S RESPONSIBILITY, OBLIGATIONS AND LIABILITY WITH RESPECT TO THE MAXIMUM REFUND GUARANTEE AND YOUR SOLE AND EXCLUSIVE REMEDY FOR ANY ERRORS OR OMISSIONS IN YOUR COVERED TAX RETURN CAUSED BY Expedient THAT RESULTED IN A LOWER TAX REFUND THAN THAT WHICH YOU OTHERWISE MAY HAVE BEEN ENTITLED.IRS Audit Assistance: Expedient cannot act as your legal counsel, financial advisor, or otherwise represent you in connection with an audit. Ask a Tax Pro for details. Valid at participating locations only. Most offices are independently owned and operated.
Promotions
Walmart
Expedient Tax Service is not affiliated with Walmart Inc., Wal-Mart Stores Arkansas, LLC, Walmart.com or any of their affiliates. Walmart Inc., Wal-Mart Stores Arkansas, LLC, Walmart.com and their affiliates do not endorse or sponsor Expedient ‘s services, products, or activities.
See www.walmart.com/giftcardtermsandconditions for complete gift card terms and conditions.
Refer-a-Friend ®
Referral reward paid for each new eligible client (an individual who has not filed a 2021 tax year return with Expedient ) who has their 2022 tax return prepared and filed with Expedient . New clients must present referral certificate at time of tax preparation. Reward(s) must be claimed within 180 days of eligibility. Valid at participating locations only – not valid online. Employees and their families are not eligible for this offer. Offer expires 10/16/2023. Most offices are independently owned and operated.
Refund Recheck
Not all tax return reviews will result in additional money from a taxing authority. Valid for returns filed within the last year. Fees apply to file a corrected or amended return. Most offices independently owned and operated.
Double Your Refund
NO PURCHASE NECESSARY TO ENTER OR WIN. Purchasing does not improve your chances of winning. The Double Your Refund Sweepstakes is open to legal residents of the 50 United States, including the District of Columbia, age 18 or older at the time of entry and who have filed their federal tax return within the promotion period (1/9/23 – 4/2/23). The Sweepstakes consists of 12 weekly drawings beginning on 1/15/2023. Prizes (refund match amounts) are capped at $15,000 per winner. Grand prize winners will receive a minimum of $1,500. Filing your taxes with Expedient automatically enters you in the sweepstakes drawing applicable to the period during which you filed your return. Odds of winning depend on the number of eligible entrants per each drawing period. For full Official Rules containing alternate methods of entry, weekly drawing periods, prize details, other eligibility requirements, and restrictions,
Walmart+
Valid on tax preparation fees for Expedient ® Online only and on no other product or service. May not be combined with any other offer, discount, or promotional price. Valid, unique coupon code obtained via Walmart+ must be entered at checkout. Offer expires 10/15/23. Offer may be terminated at any time.
Expedient Online
Expedient Online 100% Accuracy Guarantee
If you have to pay interest or penalty charges to the IRS due to an error in Expedient Online’s software, we’ll pay it for you.
Expedient ® warrants only to its registered users the accuracy of every form prepared using the Service. Expedient guarantees its tax calculations as described in this Agreement. The term “Calculations” is defined to mean the numerical addition, subtraction or multiplication of numbers, and related automatic features that select numbers from tax tables. Calculations do not include any instance where a taxpayer can make a decision to substitute a number for the one automatically computed by the program, and Expedient is not responsible for changes in tax law made by the Congress during tax season. We will pay any IRS penalties and/or interest resulting from an error in Expedient ‘s Online software program’s calculations. You are responsible for notifying Expedient promptly of any change in your email so that notices of necessary updates or corrections to remedy any errors can be provided by Expedient . You are responsible to notify Expedient within 10 days of receipt of any notice of errors and/or interests and penalties from any tax authority resulting from your use of the Service. If the tax return can be amended to avoid or reduce your penalties and/or interests, you must file it on your own to limit further penalties and interest. We are not responsible for any interests and penalties resulting from your failure to enter all required information accurately, your willful or fraudulent omission or inclusion of information on your tax return, your misclassification of information on your tax return, your failure to notify Expedient of your change of email address, or your failure to file an amended return to avoid or reduce your penalties and/or interests after receipt of such notice. If you believe such a calculation error occurred and you have complied with the above conditions, please notify Expedient in writing at Expedient Inc., Attention – Client Care, 501 N. Cattlemen Road, Suite 300, Sarasota, FL 34232 as soon as you are aware of the error. You must include a copy of the IRS notice, a hard copy of the tax return, and your online username. The filing of such a claim shall constitute your authorization for Expedient to obtain and review any copy and/or transcript of your tax return and any data files that may be in Expedient ‘s possession or control in order to evaluate your claim. You are responsible for paying any additional tax liability you may owe, and providing assistance and additional information as reasonably requested by Expedient .
Expedient Online Maximum Refund Guarantee
If you get a larger refund or smaller tax bill somewhere else, we’ll refund your federal return fees with Expedient Online.
If you are entitled to a larger refund amount or must pay a smaller tax due amount using another tax preparation method other than Expedient Online, then we will refund to you the applicable tax preparation fees paid by you for the Expedient Online product/package you filed with (other product and service fees excluded). To qualify, the larger refund or smaller tax due cannot be attributed to variations in data you provided for tax preparation or for positions taken by you that are contrary to the law. Federal returns only. Same tax facts must apply. You must file an amended return with another paid tax preparation company and/or online provider by April 18, 2023 and submit your claim no later than October 15, 2023 with proof that the IRS accepted the positions taken on the amended return. This guarantee cannot be combined with the Satisfaction Guarantee.
Expedient Online Satisfaction Guarantee
If you are not 100% satisfied with Expedient Online, we’ll refund your tax preparation fees.
If you are not 100% satisfied with Expedient Online, we will refund your tax preparation fees. Printing or electronically filing your return reflects your satisfaction with Expedient Online.
Expedient Online Transparent Pricing Guarantee
You’ll pay tax prep fees of no more than $25 when you file with Expedient Online, or we’ll refund your tax preparation fees.
Regardless of the complexity of your tax return or the number of states in which you must file, you are guaranteed to pay no more than $25 total tax prep fees ($25 federal, $0 states) when you file your own taxes with Expedient Online or your tax prep fees back. Guarantee applies only to tax prep fees and does not include additional add-on services such as eCollect or Protection Plus fees.
See Expedient Online Service Agreement for full details.
Tax Resolution Services
Tax Resolution Services
Expedient offers professional tax representation services to resolve client tax issues with the IRS and state taxing authorities. Specific outcomes are based on each client’s facts and circumstances, and IRS and state taxing agency rules and regulations. As such, we do not guarantee any particular result with the IRS or any state agency, nor do we guarantee obtaining any result within any particular period of time. Tax resolution services are subject to you promptly providing us, the IRS, and/or any state agency with all of the information, documentation, and any other materials necessary to perform the services, which must be true, correct, and complete. We reserve the right to limit, restrict, or prohibit the provision of any tax resolution services to any person or in any location. Void where prohibited. Tax Resolution Services are not available in: Minnesota and New Hampshire. For clients in Illinois with state tax issues, Expedient does not provide the state offer in compromise service.
See Tax Resolution Terms and Conditions for full details.
24-hour Progress Promise
35-Point IRS Compliance Evaluation Report will be completed in one business day, subject to IRS availability and normal business operations. Once we receive your valid, executed IRS Form 8821 and agreement, Expedient will contact the IRS to obtain your IRS records and work to deliver the report within one business day. You will be notified in the event we cannot deliver the report within 24 hours/one business day.
Financial Products and Additional Services
Refund Advance Up to $4,500
Early Refund Advance available to individuals who apply for a No Fee Refund Advance. No Fee Refund Advance application requires filing your taxes with Expedient beginning January 2nd. The full $4,500 loan amount is only available to applicants with an expected Federal refund less authorized fees of at least $4,600 who are approved for the maximum amount from each of the Early Refund Advance loan (up to $1,000 from 12/12/22–1/15/23) and the No Fee Refund Advance loan (up to $3,500 from 1/2/23–2/19/23).
Early Refund Advance
The Early Refund Advance (“ERA”) is a loan secured by and paid back with your tax refund and is offered by Republic Bank & Trust Company, Member FDIC, to eligible taxpayers that apply for a No Fee Refund Advance from 12/12/22-1/15/23. ERA loan amounts are determined by your expected Federal refund less authorized fees and underwriting. If approved for an ERA, a Finance Charge will apply. Loan amounts available are $300, $500, and $1,000. To be eligible for the $1,000 ERA, your expected Federal refund less authorized fees must be at least $2,600, and most approved applicants get $500. ERA is subject to underwriting and approval. Loan proceeds are typically available within 24 hours of approval if disbursed on a prepaid card or in 1-5 business days with direct deposit. Terms and restrictions apply. Ask a tax pro for more info about the cost and timing of all filing and product options. Expedient is a Rhode Island Licensed Loan Broker and holds other relevant licenses for the locations where this product is offered. Finance Charges are not applicable in all locations.
No Fee Refund Advance
The No Fee Refund Advance (“NFRA”) is a loan secured by and paid back with your tax refund and is offered by Republic Bank & Trust Company, Member FDIC, to eligible taxpayers. NFRA Loan amounts are determined by your expected Federal refund less authorized fees and underwriting. Requires filing your 2022 Federal taxes with Expedient . Available 1/2/23 through 2/19/23. Loan amounts available are $500, $750, $1000, $1,500, $2500, and $3,500, with most approved applicants getting $1,500. To be eligible for the $3,500 NFRA, your expected Federal refund less authorized fees must be a least $3,600. No loan fee applies. Loan proceeds available within 24 hours of approval if disbursed on a prepaid card or in 1-5 business days with direct deposit. Terms and restrictions apply. Ask a tax pro for more info about the cost and timing of all filing and product options.
Serve® American Express® Card
Serve® American Express® Prepaid Debit Accounts (“Serve Prepaid Debit Accounts”) are available to U.S. residents who are over 18 years old only (or 19 in certain states) and for use virtually anywhere American Express Cards are accepted worldwide, subject to verification. Fees apply. Other eligibility and restrictions apply. For complete details please visit serve.com/legal to view the applicable Consumer User Agreement for each Serve Prepaid Debit Account.
Serve Prepaid Debit Accounts and cards are issued by American Express Travel Related Services Company, Inc., 200 Vesey Street, New York, NY 10285. American Express Travel Related Services Company, Inc. is licensed as a money transmitter by the New York State Department of Financial Services. NMLS ID# 913828. Click here for information about addressing complaints regarding American Express’s money services business, lists of American Express’s money services business licenses and other disclosures.
Assisted Refund
An Assisted Refund (AR) permits payment of tax preparation and other fees with your refund upon completion of services. It is not a loan. Bank AR fee and other fees apply. AR provided and processed by Republic Bank & Trust Company, Member FDIC. Checks may be issued if you opt to receive an Assisted Refund. Your assisted refund check will be directly mailed to the address on file and may take an additional 3-5 days for delivery. Disbursement Fee of $0 – 15 may apply. Ask a Tax Pro for details and refund options with no additional cost.
The AR Fee is $54.95. For offices offering the Refund Advance product in Illinois, the AR Fee is $0.00 until 2/19/23, after this date it will be $54.95. For Expedient Online Tax Pro customers in Illinois the AR fee will be charged regardless of time of filing. Most offices independently owned and operated.
Worry-Free Guarantee Tax Protection
Lifetime Accuracy Guarantee® and IRS Audit Assistance is included at no additional cost with paid tax preparation. Fees apply for Worry-Free Guarantee Tax Protection and Worry-Free ID Protection. Tax Pros can provide more details.
Worry-Free Guarantee Tax Protection provided by Expedient Inc. (“Expedient ”): Includes Audit Security GuaranteeSM Services and $5,000 of reimbursement coverage for errors in preparing your taxes. If a Expedient Tax Preparer makes an error in the preparation of your Covered Tax Return (as defined below) that results in either you: (1) receiving a tax refund from the Internal Revenue Service (IRS) or a state taxing authority (a “Tax Authority”) that is smaller than the refund amount set forth on your Covered Tax Return, and/or (2) are required by a Tax Authority to pay a tax liability greater than the amount set forth on your tax return, Expedient will reimburse you for the net amount of such refund shortfall and/or additional tax liability as the case may be, up to a cumulative total of $5,000 (“Cap”). Coverage is effective through, and will automatically terminate on, the third anniversary of the date of the filing deadline for the Covered Tax Return, not including extensions. Worry-Free Guarantee Tax Protection will become void if payment for such service is not received within 30 days of the date on the Worry-Free Guarantee Tax Protection Certificate (“Certificate”).
“Covered Tax Return” means the Federal (excluding non-resident), state, and/or local tax return(s) for the tax year stated on the Worry-Free Guarantee Tax Protection Certificate prepared by a Expedient Tax Service tax preparer and dated the same date of the Certificate. Reimbursement under the Worry-Free Guarantee Tax Protection does not include penalties and interest. Coverage exclusions apply.
Audit Security GuaranteeSM Services: If a Tax Authority questions the accuracy of a Covered Tax Return (a “Claim”), Expedient and/or its affiliate or service provider will (i) evaluate all Tax Authority correspondence concerning the Claim; (ii) explain the Claim requirements and available options; (iii) assist with document review, consultation and organization; (iv) draft letters and prepare other necessary correspondence with the Tax Authority relating to the Claim; (v) assist with telephone communications with the Tax Authority agent for explanations and discussions during the audit process; (vi) assist with all Tax Authority forms (vii) assist with denied credits, including: Earned Income Credit, Child and Dependent care Credit, Education Credits, Child Tax Credit, Additional Child Tax Credit, Adoption Credit, Credit for the Elderly or Disabled, Savers Credit; and (viii) assist with rejected W-7 applications.
Coverage is effective through, and will automatically terminate on, the third anniversary of the date of the filing deadline for the Covered Tax Return, not including extensions. The Certificate and the benefits under Worry-Free Guarantee Tax Protection are not transferable and are subject to additional terms and conditions See the Worry- Free Guarantee Tax Protection Certificate for full terms and conditions, including coverage exclusions and claims process and requirements.
Worry-Free Guarantee ID Protection
Tax Identity Theft Restoration Services, Cyber Identity Monitoring, Identity Theft Restoration and Lost Wallet Assistance. These services will begin within 5 days following the acknowledgment of your filed tax return by the applicable Tax Authority and will automatically terminate on the first anniversary of the date such services begin. Worry-Free ID Protection services are only available to the primary taxpayer identified on a covered tax return with a valid Social Security number. In order to receive the benefits of the Worry-Free ID Protection services, you must provide full and accurate personal information which may include, without limitation your name, address, telephone number, email address, Social Security number and other personal information. If you do not provide the required personal information, the Worry-Free ID Protection services you receive may be limited or reduced. Each Worry-Free ID Protection service is administered by a third-party service provider not affiliated with Expedient Inc. Worry-Free ID Protection services are not transferable and are subject to other terms and conditions. See the Worry-Free Guarantee ID Protection Certificate for details on the Worry-Free ID Protection services as well as full terms and conditions.
Expedient Corporate
Tax Courses
Enrollment in, or completion of, the Expedient Fundamentals of Tax Preparation Course is neither an offer nor a guarantee of employment by Expedient or any independently owned and operated franchise location. Additional training, experience or skills may be required. Enrollment restrictions and other state restrictions may apply. Cost varies by location. Valid at participating locations only. Void where prohibited.
Tax Pro Recruiting
Most Expedient locations are operated by independent franchisees who are independent employers, and set their own employment policies and practices. Franchisees are the exclusive employer of their employees and as such are solely responsible for all employment related matters and decisions in their locations. Expedient does not control the independent franchisees’ employment policies and practices and does not employ those working at franchised locations. Expedient and its franchisees are equal opportunity employers committed to maintaining a diverse and inclusive workforce.
Testimonials
Actual customer testimonials. Sweepstakes entry offered. Photos are illustrative only.