Currently Accepting New Personal Tax Return Clients Only!!!
Payment Options
The three main methods to pay your tax preparation fees are:
A) Credit and Debit Cards
Clients can pay their Non-Refundable Retainer Fee ($100) by using the direct payment button on the Home Page or Click here!!!
Clients can pay their tax preparation invoice fee in full or the remaining Balance Due on the Home page or Click here!!!
B) ACH Payments
You can make an ACH payment through your bank or credit union’s online platform via BillPay. Provide the following details below:
Name: Legacy Forever LLC
Routing Number: 065000090
Account Number: 1361442052
If using this option, in the memo section provide the Client’s First and Last Name from the signed services agreement and invoice number or if a retainer, then “Non-refundable Retainer Fee”
C) Refund Transfer
With our pay-by-refund option, Refund Transfer, your tax preparation fees are deducted from your refund.
Refund Transfer is a deposit product offered by Santa Barbara Tax Products Group, LLC, a subsidiary of Green Dot Corporation, Green Dot Bank, Member FDIC, that enables authorized amounts to be deducted from taxpayer’s refund, with the remaining balance then paid to the taxpayer. Additional fees apply. Refund Transfers are not loans. Tax refund and e-filing are required to receive Refund Transfer. Terms and conditions are subject to change without notice.
Special Note: We offer Refund Transfer for clients with total tax preparation fee of $300 or more. The $100 Non-Refundable Retainer is still required to be paid before any work can commence. The remaining tax preparation fee plus applicable bank product fees are what is deducted from a client’s refund. Clients will receive their funds via Direct Deposit, so banking information will be required.
For the handful of clients that pay-by-refund and don't receive funding due to their federal or State refund being intercepted for various reasons (defaulted School loans, Child Support arrears, Liens, etc.), we will contact the client for alternative payment arrangements. If the fees are not paid within 30 days, debt collection actions will commence.
If your return is rejected for e-filing and the issue cannot be resolved, then the return will have to be mailed (by client) and other payment methods used
To use this payment option:
- Your federal or state (if applicable) refund must be enough to cover your tax preparation fees plus applicable bank product and processing fees of ($150).
- You must have a US address.
- You have to e-file.
- The name on the bank account needs to match the name on the tax return.
- You'll need to direct deposit your refund into a single account.
Note: With payment options 1 & 2, payment in full is required before taxes are e-filed or a paper copy is emailed to client for mailing, if applicable.
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