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Business Models

CourtesyTax offers its clients two business models so you can tailor your tax program to fit your business's needs. Choose from a desktop software solution that allows your employees to prepare a broad range of returns and submit them to the IRS; or an online software solution where employees gather and send taxpayer information to CourtesyTax so we prepare the returns and submit them to the IRS.  

No matter which model you choose, CourtesyTax will work with you to help you grow tax revenue even while the industry is changing.

Model #1: Interview Model
Employees gather taxpayer information on a simple, web-based software platform. Taxpayer information is sent to CourtesyTax where we prepare the returns, submit them to the IRS.

Benefits of the Interview Model:

Model #2: Preparer Model
Employees prepare complete tax returns on full-feature, desktop tax software. Returns are submitted directly to the IRS from your office.

Benefits of the Preparer Model:

CourtesyTax is committed to providing the highest quality products and services in the industry, contact us for more information.

Refund Products

Regardless of the business model you choose, CourtesyTax offers a variety of refund products so your customers can get their refund quickly and securely.  Refund products ensure that you get your tax preparation fees up front and offer your customers a broad range of options.  Despite the rapid changes in the tax industry, CourtesyTax has stable relationships with leading industry banks so you can be confident you will have a full range of refund products on the very first day of tax season. 

Below is a list of refund products CourtesyTax offered in 2011:

Refund Anticipation Loan (RAL):
Refund Anticipation Loans or RALs allow taxpayers to receive money based upon their anticipated refund in 24 – 72 hours or less, without paying any tax preparation fees up front. RALs can be disbursed as a check or as a direct deposit into the tax payer’s bank account.   Preparation fees and bank product fees are deducted from the loan and deposited directly into your bank account.

Electronic Refund Check (ERC):  
Electronic Refund Checks or ERCs are a quick alternative for tax payers that do not want a RAL.  Approximately 10-14 days after the return is accepted, the IRS will direct deposit the tax preparer refund with the bank.  Then the bank deducts any tax preparation fees and deposits them directly into your bank account.  Refund checks, less fees, print in your tax office for the tax payer to pick up. 

Electronic Refund Deposit (ERD): 
Electronic Refund Deposits or ERDs are similar to ERCs.  With an ERD, the federal refund, less fees, is deposited into the tax payer’s bank account via ACH.  Tax preparation fees are automatically deducted from the refund and deposited directly into your bank account.  With an ERD, the customer doesn’t have to make a return trip to your office.

State ERC or ERD:  
State ERCs and ERDs are available in all states with electronic filing and only in conjuction with a Federal bank product.   State ERCs and ERDs work exactly like a standard ERC or ERD.  Tax preparation fees are automatically deducted from the refund and deposited directly into your bank account.  Tax payers will receive their refunds by the same method chosen for the Federal product.

Audit Shield:  
Audit Shield is an extended warranty program for tax returns. The service reimburses the taxpayer for certain penalties, interest or additional taxes up to $2,500 on a qualifying return for up to 3 years.  Audit Shield keeps you competitive with the national tax prep chains and, since you receive an incentive for each Audit Shield product you sell, it will increase your revenue. 

For more information, contact CourtesyTax.





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