The information contained on this site is provided for informational purposes only and should not be construed as professional advice. Each person’s tax situation is unique and individual results will vary, including whether someone receives a tax refund or owes taxes. Liberty makes no guarantee of any particular result. We do not guarantee that you will receive a refund.

THE APP

Subject to terms and conditions. Data rates may apply.

ACTIVE AND RETIRED SERVICE MEMBERS SPECIAL PRICING

Valid for in-person tax preparation at participating locations only. Not valid for online tax prep. No Cash Value. This offer applies only to active-duty U.S. Military, U.S. Military Veterans and U.S. Military Retirees. Spouses are not eligible. See your participating Liberty Tax® location for more details. Offer valid through April 18, 2023. Discount/pricing may vary by location and your total price will depend upon your unique tax situation and the final price you pay is ultimately determined at the time of print or e-file. All matters of eligibility and qualification will be resolved by Liberty Tax® in its sole discretion, and Liberty Tax® reserves the right to change product and program specifications at any time without incurring obligations. Cannot be combined with other offers.

TAX DEBT RESOLUTION

The timing and availability of the tax debt 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 debt resolution services to any person or in any location. Void where prohibited. Each individual’s financial circumstances are unique and individual results will vary based on circumstances, including your ability to provide Liberty Tax® Debt Resolution with information that is accurate and timely. We do not guarantee that your tax debts will be lowered by a speciﬁc amount or percentage, that your tax debt will be paid off within a speciﬁc period of time or guarantee you will qualify for any IRS programs. Penalties and interest will continue to accrue until your tax liability is paid in full to the IRS. Liberty Tax® Debt Resolution is a tax resolution ﬁrm independent from the IRS. We do not assume tax debt, make monthly payments to creditors or provide tax, bankruptcy, accounting or legal advice. We have aﬃliate companies that provide credit repair and tax services and we may refer you to them as necessary. Read and understand all program materials prior to enrollment, including potential adverse impact on credit rating. Not available in all states. For terms and conditions go to http://www.community.tax/liberty/.

BOOKKEEPING

Pricing subject to participating locations.
Offer valid for first-time bookkeeping customers only. Valid at participating locations. Cannot be used toward past services.

EASY ADVANCE

To be eligible for the $6,250 loan amount, your expected Federal refund less authorized fees must be at least $8,400. An Easy Advance 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. Loan amount options are based on your expected Federal refund less authorized fees. If approved for an Easy Advance, a Finance Charge will apply. Loan is subject to underwriting and approval. Easy Advance proceeds are typically available within 24 hours of IRS acceptance of tax return or within 24 hours for those filing before the IRS start date; however, if direct deposit is selected, it may take additional time for your financial institution to post the funds to your account. Visit your Liberty office to learn about the cost, timing and availability of all filing and product options. Valid at participating locations. Valid 1/3/23-2/28/23.

BONUS UP

1 Bonus Offer Terms and Conditions. To qualify for the $50.00 bonus, you must: (1) have an existing or new open and active DeepBlue Debit Account; and (2) elect for all or part of your 2022 federal and/or state income tax refunds to be disbursed directly to your DeepBlue Debit Account. $50.00 bonus will typically load to qualifying DeepBlue Debit Accounts within 2 business days of e-filing tax return. Once return is e-filed, you may not change your selected refund disbursement method. Limit of one offer per customer and per account. Valid at participating locations. Offer valid from Jan 2nd, 2023 to April 18, 2023. Bonus may be considered taxable income, and you are responsible for the tax treatment. Offer may not be transferred, exchanged, or redeemed for cash. Offer may change or end at any time without notice. Offer sponsor: Liberty Tax Services. Republic Bank and Trust Company and Netspend are not affiliated in any way with this offer and does not endorse or sponsor this offer.

2 IMPORTANT INFORMATION FOR OPENING A NEW DEPOSIT ACCOUNT: To help the federal government fight the funding of terrorism and money laundering activities, the USA PATRIOT Act requires us to obtain, verify, and record information that identifies each person who opens an Account. WHAT THIS MEANS FOR YOU: When you open an Account, we will ask for your name, address, date of birth, and your government ID number. We may also ask to see a copy of your driver’s license or other documents at any time. All Accounts are opened subject to our ability to verify your identity by requiring acceptable types of identification. We may validate the information you provide us to ensure we have a reasonable belief of your identity. If we are not able to verify your identity to our satisfaction, we will not open your Account or we may close the Account if it was previously funded. Your Account is subject to fraud prevention restrictions at any time, with or without notice.

DEEPBLUE™ Debit Account is a deposit account that is offered by Republic Bank & Trust Company, Member FDIC. Netspend is a service provider to Republic Bank & Trust Company. Certain products and services may be licensed under U.S. Patent Nos. 6,000,608 and 6,189,787. Fees, terms and conditions apply.

Mastercard and the circles design are registered trademarks of Mastercard International Incorporated.

Card may be used everywhere Debit Mastercard is accepted.

SEND-A-FRIEND IN-OFFICE REFERRAL PROGRAM

Valid at participating locations. Referral payment amount, terms, conditions, and availability vary by location and are subject to change without notice. To qualify, your Friend must: (1) Be a new Liberty Tax® customer; (2) Present your valid Liberty Send-A-Friend coupon in store; and (3) Prepare, file and pay for their tax return preparation in the store. Discount offer valid only for intended recipient, cannot be combined with any other offer, and may not be used toward past services. Valid at participating locations. Other exclusions may apply. Void where prohibited by law.

REFUND TRANSFER

A Refund Transfer (RT) is a fee-based financial product offered by Republic Bank & Trust Company, Member FDIC, and processed by JTH Financial, LLC. An RT is not a loan. An RT Fee and all other authorized amounts will be deducted from your refund once it has been received from the IRS or state. Your tax preparer can provide you with more information about RTs and filing options without additional costs.

REFUND GUARANTEE

Our offices will give you the most accurate return and the largest possible refund you are entitled to receive. If the office makes an error in the preparation of your return that results in penalties and interest, the office will reimburse you for the associated penalty and interest initially assessed.

RETURNS STARTING AT $69.

$69.00 pricing applies only to a federal tax return filed using IRS Form 1040 only, without having to attach any forms or schedules. Tax scenarios covered: W-2 income and IRS Standard Deduction. State filing is not included and is an additional fee. All tax situations are unique. Additional fees may apply. Valid at participating locations. Offer is good for the filing of one (1) W-2 tax return per customer. Cannot be combined with any other offer or used toward a past services. Not everyone will qualify. Business returns are excluded. Subject to terms, conditions and limitations. Valid through April 18, 2023. Offer may be modified or discontinued at any time without notice.

LIBERTY TAX® SCHOOL

There may be a fee for books, which vary per market. Availability is based on classroom capacities per office.

Liberty Tax Service® has been approved by the California Tax Education Council to offer Liberty Tax® School (CTEC Course #2097-QE-0001), which fulfills the 60-hour “qualifying education” requirement imposed by the State of California to become a tax preparer. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

Licensed by Oregon Higher Education Coordinating Commission (OAR) 715-045-0033(6). Students must pass the Tax Preparer examination given by Oregon Board of Tax Practitioners before preparing tax returns for others.

In Maryland and New York, additional instruction and requirements are necessary to prepare an individual for employment as a Registered Tax Return Preparer.

In Arkansas, Liberty Tax® is licensed By the SBPCE State Board.

In Tennessee, students will be offered employment per satisfactory completion.

Liberty does not make any promise, warrant or covenant as to the transferability of any credits earned at Liberty Tax Service®. Credits earned at Liberty Tax Service®, may not transfer to another educational institution. Credits earned at another educational institution may not be accepted by Liberty Tax Service®. You should obtain confirmation that Liberty Tax Service® will accept any credits you have earned at another educational institution before you execute an enrollment contract or agreement. You should also contact any educational institutions that you may want to transfer credits earned at Liberty Tax Service®, to determine if such institutions will accept credits earned at Liberty Tax Service® prior to executing an enrollment contract or agreement. The ability to transfer credits from Liberty Tax Service® to another educational institution may be very limited. Your credits may not transfer, and you may have to repeat courses previously taken at Liberty Tax Service® if you enroll in another educational institution. You should never assume that credits will transfer to or from any educational institution. It is highly recommended and you are advised to make certain that you know the transfer of credit policy of Liberty Tax Service®, and of any other educational institutions you may in the future want to transfer the credits earned at Liberty Tax Service®, before you execute an enrollment contract or agreement.

Enrollment in, or completion of, the Liberty Tax® Course is neither an offer nor a guarantee of employment, except as may be required by the state. Additional qualifications may be required. Enrollment restrictions apply. State restrictions may apply and additional training may be required in order to become a tax preparer. Valid at participating locations only.

Income Tax Preparation Offices in Lowell, Massachusetts