EPS Financial - powered by Pathward Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

EPS Financial, powered by Pathward, is a small to mid-sized financial services firm based in Easton, Pennsylvania, serving independent tax professionals nationwide. It provides flexible financial solutions aimed at helping tax offices operate more efficiently, manage cash flow, and grow with confidence through the tax season. The company emphasizes accuracy, transparency, and responsive support as core elements of its partnership approach.

Its product lineup covers refunds transfers and taxpayer refund advance loans, along with merchant services, office-management solutions, and both pre-season and in-season loans for tax offices, plus software purchase assistance and December prepaid loyalty cards. The customer base is nationwide, comprising independent tax professionals and tax offices seeking reliable tools to streamline operations. In October 2016, MetaBank acquired EPS Financial.

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