Navigator Financial Products was founded by industry experts who offer over 75 combined years of tax and financial services experience. Our leadership team has developed and driven some of the most innovative products—from bank product solutions to tax refund disbursement options—designed to help entrepreneurial tax professionals grow their business and improve client retention.
Our strategies provide the most creative, disciplined and responsible customer options within the framework of rapidly changing regulations. Careful planning, industry foresight, and a history of proven success ensures Navigator’s variety of products are the most competitive in the industry.
Navigator helps offer your customers options for their refund proceeds, as well as paying for their tax preparation and related fees without out-of-pocket costs.
Customers with an existing bank account can have their refund proceeds deposited directly into their bank account. Delivered through Navigator Financial via the Refund Transfer application, the taxpayer’s routing and bank account numbers are captured for a safe and secure transfer into their checking or savings account.
Navigator Financial will provide the ability for your customers to pick up an ERO printed bank check in your office. For safety and security, this option removes the possibility of stolen mailed IRS refund checks. Print checks directly from your office computer and have the taxpayer come back in to pick up. Taxpayers are assured of the safety and expedience of cashing a bank check at many convenient locations.
Navigator Financial products are not loans and are offered through a partnership with our select bank. Tax preparation, a tax refund, and authorized IRS e-filing are requirements to receive Navigator financial products. Bank Fees do apply. Product terms and conditions may change without notice. See your tax professional for details about any and all of our product offerings and any other applicable fees that may apply.