Tax Preparation
You Can Trust.

Why wait weeks for your refund?

Advance loans up to $7,5001
No-cost Advance Loans up to $1,0001
Available Jan. 5 thru Feb. 28
High approval rates
Advance issued by debit card or direct deposit2

A personal touch without a physical one.

File your tax return without waiting in a crowded office.

Deliver documents
Drop documents by the office or upload them to the portal. You'll receive a call as your tax return is being prepared to answer questions.
Electronic Delivery and Filing
Your completed return can be delivered in our web portal. Sign and pay on your phone or computer. The return will be stored securely for six months.
Direct Deposit
Choose to have your refund deposited to (or payment made from) your bank account.

For seven years now, I have been extremely pleased with the service my family and I have received. I highly recommend Core Financial Resources to anyone.

Duke Lee
Seneca, SC

UpState Tax is a blessing. The team is always polite, informative, and treat me like family. Bridgett dedicates herself to continuously learning not just for herself, but for all of us.

Ready to get started? Call us today.

Seneca

1 1.The Refund Advance is an optional tax-refund related loan provided by Pathward®, N.A., Member FDIC (it is not the actual tax refund) at participating locations. Program availability and loan amounts may vary based on state and software provider. The amount of the loan and applicable interest will be deducted from tax refunds and reduce the amount that is paid directly to the taxpayer. Fees for other optional products or product features may apply. Tax returns may be filed electronically without applying for this loan. Loans offered in amounts of $250 (where available), $500, $1,000, 25%, 50%, or 75% of your expected tax refund up to $7,500, with interest-based applicants receiving an average of $2,157.45; $7,500 available only to well-qualified applicants with a minimum expected tax refund of $10,592. Underwriting standards subject to change. When calculating the amount of your loan, the amount of your “expected” tax refund may be affected by any refundable tax credits and fees. Loans in the amounts of $250, $500, and $1,000 have an Annual Percentage Rate (APR) of 0.00%. Loans in the amounts of 25%, 50% or 75% of your expected tax refund have an APR of 36.0% with a minimum loan of $1,250. For example, $2,500 loan representing 50% of expected refund borrowed over 33 day term, total amount payable in a single payment is $2,581.37 including interest. Availability is subject to satisfaction of identity verification, eligibility criteria, and underwriting standards.

2 Terms, conditions, and fees vary. See office location for details.

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