The information contained on this site is provided for informational purposes only and should not be construed as professional advice.
Easy Advance
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 may apply depending on your loan amount. 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 Tax office to learn about the cost, timing and availability of all filing and product options. Valid at participating locations. Valid Jan. 2-Feb. 28, 2019.
Cash-In-Flash
With paid tax preparation. Valid at participating locations. Cannot be combined with other offers or used toward past services. One coupon per customer and per return. Other exclusions may apply. Void where prohibited by law. Valid 12/26/2018-2/26/2019.
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. Other exclusions may apply. Void where prohibited by law.
Liberty Tax® School
There may be a small 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) 850-2883, 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.
She brought in a 1099 R pension statement but it was for the year 2010, no W-2s, and no Social Security statements for herself or her late husband. I went online and found the phone numbers for the pension company and for the Social Security Administration and wrote it all down for the lady on a separate piece of paper for her future reference.