Insights

Growing Niche Market EPS Financial operates within the specialized financial services sector for tax professionals, providing tailored solutions that streamline tax office operations, suggesting opportunities to expand or enhance product offerings tailored specifically for tax-focused clients.

Strong Customer Focus Known for award-winning customer service and responsiveness, EPS presents opportunities to upsell advanced support services or integrated customer engagement solutions to further improve client satisfaction and retention.

Recent Acquisition Since MetaBank acquired EPS Financial in 2016, there may be strategic initiatives to leverage, including cross-selling banking and financial products, or expanding the scope of financial services offered to existing clients.

Technological Foundations With a robust tech stack including analytics and automation tools, EPS is positioned to benefit from SaaS integrations, API-driven solutions, and digital payment enhancements to modernize and expand their product ecosystem.

Financial Potential Operating with an annual revenue between $10 million and $25 million and serving a niche market, EPS presents sales opportunities for scalable solutions that optimize cash flow, improve operational efficiencies, or offer new financial products for tax professionals.

Similar companies to EPS Financial - powered by Pathward

EPS Financial - powered by Pathward Tech Stack

EPS Financial - powered by Pathward uses 8 technology products and services including oEmbed, jQuery Migrate, Marketo, and more. Explore EPS Financial - powered by Pathward's tech stack below.

oEmbed
Dev Tools
jQuery Migrate
Javascript Libraries
Marketo
Marketing Automation
PyScript
Miscellaneous
PHP
Programming Languages
Google Tag Manager
Tag Management
Google Analytics
Web Analytics
Nginx
Web Servers

Media & News

MetaBank acquired Epsfinancial on Oct 3rd '16.
On October 3, 2016, Meta announced it had signed a definitive agreement with privately-held Drake Enterprises, Ltd. and its wholly-owned subsidiary, EPS Financial LLC (EPS Financial), for MetaBank to acquire substantially all of the assets and certain liabilities of EPS Financial
Oct 25, 2016 | forextv.com

EPS Financial - powered by Pathward's Email Address Formats

EPS Financial - powered by Pathward uses at least 2 format(s):

EPS Financial - powered by Pathward Email Formats	Example	Percentage
First.Last@epsfinancial.net	John.Doe@epsfinancial.net	66%
FirstLast@epsfinancial.net	JohnDoe@epsfinancial.net	31%
FirLast@epsfinancial.net	JohDoe@epsfinancial.net	3%

Frequently Asked Questions

Where is EPS Financial - powered by Pathward's headquarters located?

EPS Financial - powered by Pathward's main headquarters is located at P/o Box 1484 Easton, Pennsylvania 18044 United States. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is EPS Financial - powered by Pathward's phone number?

You can contact EPS Financial - powered by Pathward's main corporate office by phone at

+1-484-546-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is EPS Financial - powered by Pathward's official website and social media links?

EPS Financial - powered by Pathward's official website is epstax.net and has social profiles on LinkedIn.

What is EPS Financial - powered by Pathward's NAICS code?

EPS Financial - powered by Pathward's NAICS code is 52 - Finance and Insurance.

How many employees does EPS Financial - powered by Pathward have currently?

As of February 2026, EPS Financial - powered by Pathward has approximately 29 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Ceo: K. V.President: C. G.Director, Credit Products & Program Management: C. J.. Explore EPS Financial - powered by Pathward's employee directory with LeadIQ.

What industry does EPS Financial - powered by Pathward belong to?

EPS Financial - powered by Pathward operates in the Financial Services industry.

What technology does EPS Financial - powered by Pathward use?

EPS Financial - powered by Pathward's tech stack includes oEmbedjQuery MigrateMarketoPyScriptPHPGoogle Tag ManagerGoogle AnalyticsNginx.

What is EPS Financial - powered by Pathward's email format?

EPS Financial - powered by Pathward's email format typically follows the pattern of First.Last@epsfinancial.net. Find more EPS Financial - powered by Pathward email formats with LeadIQ.

When was EPS Financial - powered by Pathward founded?

EPS Financial - powered by Pathward was founded in 2009.

EPS Financial - powered by Pathward

Q: What technology does EPS Financial - powered by Pathward use?

EPS Financial - powered by Pathward's tech stack includes Cloudflare, Shopify, Plesk, PyScript, Adobe Fonts.

Financial ServicesPennsylvania, United States11-50 Employees

EPS Financial is a trusted financial partner for independent tax professionals nationwide. We provide practical, flexible solutions that help tax offices operate more efficiently, manage cash flow, and grow with confidence throughout the tax season.

Our products include Refund Transfers, Taxpayer Refund Advance Loans, Merchant Services, Office Management Solutions, pre-season and in-season tax office loans, software purchase assistance, and December prepaid loyalty cards.

Known for our award-winning customer service, EPS is committed to accuracy, transparency, and responsive support—because real partnership means being there when it matters most.