Favored client advance with audit protection method

Number of patents in Portfolio can not be more than 2000

United States of America Patent

APP PUB NO 20030167225A1
SERIAL NO

10090184

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ATTORNEY / AGENT: (SPONSORED)

Importance

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Abstract

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A method for providing advances to a taxpayer based upon an anticipated income tax refund amount prior to the preparation and filing of the income tax return. The method comprising the steps of qualifying a taxpayer for an advance, preparing an application for the advance, transmitting the application to a central processing center; verifying that the client has no loans or offsets against the refund; verifying that a desired minimum amount of money is anticipated from the income tax return; issuing the advance; preparing the income tax return and collecting the amount of the advance along with additional fees from the received income tax return. An additional feature of providing prepaid tax preparer services is also included in the method.

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Patent Owner(s)

Patent OwnerAddress
ADAMS ROBERT LEENot Provided

International Classification(s)

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Adams, Robert Lee St. Anthony, ID 1 211

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