Your Trusted Source for Small Loans and Taxes

Do you want $40 off your 1040 tax return filing?

Present code “EASYO40” when you file your tax return at your
local Security Finance branch and receive a $40 discount.

Offer valid March 4, 2024 – March 23, 2024
Discounting cannot be applied to prior year returns, amendments, state only
returns, or bank product fees. Cannot be combined with any other coupon.

NOT VALID FOR ONLINE FILING

 

Security Finance Tax Preparation Services

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Security Finance Tax Prep Services

Trust Security Finance for all your tax preparation needs. Our experienced team is here to provide you with reliable and accurate tax prep services near you, and we can help you get the most out of your tax preparation. Let us help you navigate the complexities of tax preparation and take the stress out of tax season with 'Taxes Made Easy.'

At Security Finance, we're committed to providing you with exceptional tax preparation services that meet your unique needs and ensure your refund is accurate.

Schedule Your Tax Appointment Today!

Curbside Service Available

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Schedule an appointment online.

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Drop off your tax information.

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Pick up your completed taxes.

Refund Advance Loan

$250 to 6,000(1)

Starting Jan 2nd.

Interest may apply; Not available after March 15, 2024.

 

File Today and Pay
Nothing out of Pocket

with a Refund Transfer product.(2)

Terms and Conditions


Find Your Local Branch

Security Finance has over 750 branches across the US, find the one near you.

Find Your Local Branch

DIY: File Taxes Online

More hands-on at tax time? A click and $25 gets you started filing your own taxes.

File Online

Curbside Tax Service

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All-New Curbside Tax Service

Taxes made easy… on the go.
What if you could file quickly and safely without ever leaving your car? Well, Security Finance has that. Our all-new Curbside Tax Service brings a safe and socially distanced, and also rather convenient, way to file your taxes. Just another example of how we do taxes made easy.

Learn More
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Ask about 1040 Protect® Deluxe(3)

Refer A Friend

Earn $30 for each person referred(3)

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Flexible and fast filing options —
E-Filing for FREE

(1)  The Refund Advance Loan 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, or $1,000, or either 25%, 50%, or 75% of your expected tax refund if between $250 – $6,000. When calculating the amount of your loan, the amount of your “expected” tax refund may be affected by any refundable tax credits. 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, on a $2,500 loan representing 50% of expected refund borrowed over a 29 day term, the total amount payable in a single payment is $2,571.51 including interest. Availability is subject to satisfaction of identity verification, eligibility criteria, and underwriting standards.

The Refund Advance Loan product is not available in Wisconsin.

(2) File today and pay nothing out of pocket with a Refund Transfer Product: The Refund Transfer is an optional tax-refund related product offered by Pathward, N.A. The Refund Transfer is not a loan. E-filing of tax return is required to be eligible for the product. Subject to approval. Fees apply. See terms and conditions for details.

(3) 1040 Protect® Deluxe is an optional product. 1040 Protect® Deluxe, the $30 referral program, and the discount coupons are not Pathward, N.A. products or services nor does Pathward, N.A. endorse these offers.

Multiple referrals accepted. Referral fee valid only for first time customers. Referral fee may be taxable income to the recipient for the period during which the fee is issued. All federal, state, and local taxes are the responsibility of the person who is paid the referral fee.

TO QUALIFY: The individual to whom we pay the referral fee must have an accepted and paid tax return prepared by the branch or be an active loan customer of the branch, unless state law prohibits otherwise.

All preparers are trained through an IRS approved continuing education provider.

Not all branches provide tax services; call your local branch for more information.

Not all branches provide curbside tax service; call your local branch for more information.

NY State Returns Not Applicable.