Tag : tax experience

Plains State Bank Acquires Houston-based Core+ Financial Strategies, Core+ Tax Strategies
Finance Investment Services News

Plains State Bank Acquires Houston-based Core+ Financial Strategies, Core+ Tax Strategies

PR Newswire
by PR Newswire0
Texas-based Plains State Bank (PSB) has acquired Core+ Financial Strategies and Core+ Tax Strategies (Core+), adding a portfolio of complementary services for small businesses and individual customers. The advisors at Core+ Financial Strategies have chosen Raymond James Financial Services as their broker/dealer. “The principals at Core+ have been helping clients with investment planning for many......
Broadridge and Apex Silver Team Up to Launch New Integrated Cost Basis and Tax Reporting Offering
Finance Fintech News

Broadridge and Apex Silver Team Up to Launch New Integrated Cost Basis and Tax Reporting Offering

PR Newswire
by PR Newswire0
Leading financial technology providers join forces to offer comprehensive, one-stop solution for regulatory tax information reporting To provide the financial services industry with seamlessly integrated cost basis processing and tax information reporting, global Fintech leader, Broadridge Financial Solutions, Inc., has teamed with Apex Silver (formerly Silver Management Group of Companies), a......
H&R Block Customers Can Now Open a Spruce Account When Working with a Tax Pro
Finance Mobile Banking News

H&R Block Customers Can Now Open a Spruce Account When Working with a Tax Pro

GlobeNewswire
by GlobeNewswire0
Customers may get their federal tax refund up to five days early¹ when deposited to their Spruce account For the more than two-thirds2 of Americans who get money back at tax time, a refund can be a great opportunity to get ahead financially. Each year, H&R Block helps millions of people navigate their......
Credit Karma Wants to Help Members File Their Taxes and Get Cash Instantly With TurboTax Refund Advance
Finance Fintech News

Credit Karma Wants to Help Members File Their Taxes and Get Cash Instantly With TurboTax Refund Advance

Fintech News Desk
by Fintech News Desk0
Credit Karma teams up with TurboTax to launch refund-focused tax experience to help Americans seamlessly file their taxes and apply to get a Refund Advance loan in as little as 1 minute after IRS acceptance Credit Karma, the consumer technology platform with more than 120 million members in the U.S.,......
Credit Karma Flips the Script on Tax This Season
Finance News

Credit Karma Flips the Script on Tax This Season

Fintech News Desk
by Fintech News Desk0
Credit Karma launches new tax experience to help its members in the U.S. seamlessly file their taxes through Intuit TurboTax integration and get faster access to their refund through early deposit and refund advance programs Credit Karma, the consumer technology platform with more than 110 million members in the U.S.,......
H&R Block Advances Transformation Strategy With New Vice Presidents
Banking Fintech News

H&R Block Advances Transformation Strategy With New Vice Presidents

Fintech News Desk
by Fintech News Desk0
US Retail and Information Technology H&R Block Executives to Improve Tax Pro Experience, Deliver Improved Virtual Client Experience and Enhance Operational Excellence To take its tax experience from industry leading to industry defining, H&R Block  has focused on elevating its talent and culture, most recently in promoting four H&R Block......
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