Beat the Tax Season Rush.
File early. Get prepared early. And if eligible, apply for a tax refund advance of up to $7,000.
Join the WIN Financial Early Bird List for preparation reminders and updates about when we’re ready to begin your tax preparation process.
Tax refund advances are subject to eligibility, approval, applicable terms, and availability. Joining the Early Bird List does not guarantee approval or an advance amount.
WHY JOIN?
Don’t Wait Until Tax Season Gets Busy.
FILE EARLY
Get ahead of the rush and keep your tax season on track so you’re ready when it’s time to begin.
GET PREPARED
Stay organized with timely updates and know what information and documents to have ready.
ADVANCE OPTIONS
Eligible clients may apply for a tax refund advance of up to $7,000, subject to approval, applicable terms, and availability.
HOW IT WORKS
Get On the List Now. File When It’s Time.
Join the List
Sign up for the WIN Financial Early Bird List by completing the short registration form.
Get Ready
Receive helpful updates and preparation reminders by email so your records are organized.
Start Your Return
When WIN is ready, receive the link to complete your secure client intake and tax filing.
Explore Advance Options
If interested, apply for available refund advance options of up to $7,000 during filing, subject to approval.
WHO SHOULD JOIN?
The Early Bird List is for you if:
Early Bird Registration Only
No Social Security numbers, identification, or tax documents required. Full intake begins once WIN Financial officially opens client onboarding.
Join the Early Bird List
Get notified when it’s time to start your return.
Email updates only. No tax documents or sensitive tax information required.
This registration joins the Early Bird List. It is not a tax refund advance application and does not guarantee approval.
Be Ready Before the Rush.
Join the WIN Financial Early Bird List for preparation reminders, intake updates, and information about available refund advance options.