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  Click on one of the below categories to expand the FAQ.
  • How It Works
    Q: How much does this program cost?

    A: There is an annual fee of $495 but if you do five deals and charge the $99 dealership incentive fee on each deal; your next year's program is FREE!
    Q: What do I get when I sign up for this program?

    A: Please reference our benefits page as there are too many items to list here.
    Q: Do you offer any marketing materials?

    A: You will be able to select from over 20 different marketing materials, sample ads under the Helpful Information and Training Tab, along with MANY helpful marketing programs.
    Q: I have no tax experience at all. Will I be able to participate in this program?

    A: Yes.  With the combination of our web based program and training, you will have your best tax season yet!
    Q: What type of training is offered?

    A: Live Webinars: Offered Oct. 1 - Jan. 10.

    Training Videos: These are offered 24/7 on the Helpful Information and Training Tab.

    Onsite Training: For a nominal fee, we can come to you.

    YouTube Training: Search "TaxMaxTV"
    Q: What is required at the car dealerships to run our Tax Marketing Program?

    A: We require a computer to access our web-based software, a copier, and a printer.
    Q: How long does it take to key in the information in your web software?

    A: It takes about 5 - 10 minutes to complete the tax program.
    Q: When will I receive my Tax Max Marketing Program materials?

    A: All materials will be shipped out during the first week of October, or as soon as payment has been received.
    Q: Can I refer other dealerships to Tax Refund Services?

    A: Most definitely. Have the interested dealership email us, and we will take care of the rest. They may also reference our website for the information.
    Q: What is the $25 coupon?

    A: This is something the dealership can create to assist in advertising. Once the dealership creates the coupon, this coupon should be handed out to everyone that enters the dealership as well as in all forms of advertising.
    Q: How can I create this $25 coupon?

    A: A sample coupon is included online under the Helpful Information and Training Tab.
    Q: What if I have more questions?

    A: Call us toll free at 1-866-642-4107 or email us here.
    Q: What is the dealership incentive fee?

    A: This is a fee that the dealership can charge for their services for organizing the tax documents. This fee can be $0 up to $99.
    Q: How does the dealership incentive fee work?

    A: Simply input a fee of $0 - $99 while inputting the customer's information online. TRS will handle the rest by deducting the first $495 for next years program and cut you a check for the difference at the end of tax season.
  • Irregular / Seasonal Payments
    Q: What is an irregular/seasonal payment?

    A: This is not the same as a deferred down payment. The additional payments can extend beyond the second regular payment, and irregular payments are subject to finance charges. Currently, you may have a deal structured with a pick up payment, deferred down, side notes, trying to collect that extra cash. With the Irregular payment, you can remove all these options and have it structured into the contract.
    Q: How is the Irregular payment different than our 4th Quarter program?

    A: The irregular payment is scheduled directly in the contract and accrues interest. The 4th quarter program is best used as a pick up payment, side note or deferred down. Either strategy will assure you have the best tax season yet.
    Q: What if my dealership doesn’t use of one the partnering DMS providers?

    A: Tax Max's list of partnering DMS is growing month by month. However, if your DMS doesn't support irregular/seasonal payments, you can still use the 4th Quarter for promotion.
    Q: What DMS providers offer Irregular/Seasonal payments?

    A: Auto Master Systems, AutoStar, ComSoft, Deal Pack, DealerSocket, Finance Express, iDMS and Wayne Reaves
  • 4th Quarter
    Q: How can you get a refund in the 4th quarter without a W-2?

    A: You can't. The Fourth Quarter Sales program is a means for the dealership to have an idea of what the tax refund will be in the coming tax season and sell the car in anticipation of the refund.
    Q: What guarantee does the dealership have the taxpayer will return in January or February to file their return through us?

    A: There is no guarantee but TRS provides a 4th Quarter Sales Agreement and Promissory Note that the taxpayer will sign promising to return to the dealership to file their tax return.
    Q: What tools are provided that will increase my success with the 4th quarter process?

    A: In order for strong success with our program we recommend you do the following:

    Attend one of our training webinars where we will go over best practices

    Utilize one of our DMS partners which offers seasonal/irregular payments

    Q: Are we able to estimate someone's tax return if they are self employed?

    A: Yes, you can estimate a self employed tax return by just giving us a call and we can go over all the details with the taxpayer.
    Q: Should I offer the $25 coupon to taxpayers who participate in the 4th Quarter Sales Program.

    A: YES! This gives the taxpayer another incentive to return to your dealership with their tax documents.
  • 1st Quarter
    Q: How can taxpayers check on the status of their return without contacting the dealership?

    A: Taxpayers can visit www.MyFederalCheck.com 24 hours a day to check on the most up to date status of their federal refund. They can also call our hotline at 866-730-2274.
    Q: What is the Refund Advance?

    A: Upon bank approval, (which is not based on credit) a customer can receive 25%, 50% or 75% of their refund within hours. Once the IRS releases the refund, the remaining funds will be released minus the refund advance.
    Q: What if the customer is not approved for the Refund Advance?

    A: If not approved, the customer must wait for the normal time frame for the IRS to release the refund. Once the refund is released, it will go right to the dealership.
    Q: What is the earliest date that I can receive tax refunds?

    A: Because of the PATH Act, refunds are expected after February 15.
    Q: What do I do if a customer has their W2 as early as January 2nd?

    A: Go through the normal process and fax the signed paperwork to TRS the same day. When the IRS opens, your deal will be the first to be processed.
    Q: How does the customer get a copy of their Federal and State return?

    A: All copies will be found on www.MyFederalCheck.com
    Q: When does a customer's state tax return get filed?

    A: Typically, the state tax return is filed 48-72 hours after the federal return has been accepted. It is suggested that the taxpayer review their return on www.myfederalcheck.com for any changes.
    Q: What if the refund is $4,500, and I only need $1,100?

    A: You have several options. Take advantage of our split check feature and generate two checks or swipe the debit card for the balance due and give the remaining balance and card to the customer. However, this is your best opportunity to collect future payments or sell additional products or services.
    Q: Who is the refund check made payable to?

    A: The check will be made payable to the taxpayer but the check will be sent to the dealership. The customer just needs to endorse the check over to the dealership.
    Q: How does the dealership receive the refund?

    A: The funds are sent via the delivery option selected for each deal, On-site check printing or a Prepaid VISA card. Check delivery fees range from $21 to $27 depending on the option selected.
    Q: Does TRS have a check delivery preference?

    A: All check delivery options are acceptable by Tax Max.
    Q: What are the fees the customer incurs when using the Tax Max Prepaid VISA card?

    A: All of the fees are listed on www.taxmaxcard.com
    Q: How will I know when a check is ready to be printed for the Onsite Check printing?

    A: Under the 1st quarter Check Refund Tab you will be able to track the status of all your tax deals. When the status changes to “Funds Sent to Dealership via…” you then will have the ability to retrieve the customers refund via the delivery option you had selected.
    Q: Is everyone approved for the refund advance?

    A: No. The refund advance is based upon bank approval. TRS Tax Max has no authority in the approval process and is not affiliated with the partnering bank. The refund advance program is subject to change at any time and is expected to be available until the end of February.
    Q: Are we able to prepare a self employed tax return for one of our customers?

    A: Yes, you can go through the taxmax.com 1st quarter process and follow the self employed process.  When the refund is ready, the refund will go right to the dealership.
    Q: Can a dealership employee file their taxes through TRS?

    A: We offer employee discounts for all employees of participating car dealerships.
  • Drive Now Network
    Q: What is the Drive Now Network?

    A: The Drive Now Network’s focus is specifically to capture the customer’s tax refund check as a down payment starting in October. We will provide you real time leads of individuals looking to buy a car using their anticipated refund.
    Q: How do I receive the leads?

    A: These valuable and unique leads will be emailed and/or texted to you within minutes of customers entering their information.
    Q: How much does the Drive Now Network cost?

    A: We have several different options to choose from so please contact a representative. Keep in mind, there is no charge per lead and there are no monthly membership fees.
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