EARLY BIRD LIST

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 LBW Financial Early Bird List for preparation reminders and updates about when we’re ready to begin your tax preparation process.

TAX REFUND ADVANCE
UP TO$7,000
Subject to eligibility and approval.

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.

Client happily preparing her financial records at laptop
Get Ahead of the ClockIntake reminders sent straight to your inbox
ADVANTAGES

Don’t Wait Until Tax Season Gets Busy.

Early preparation gives you clarity, peace of mind, and time to gather every tax document accurately.

FILE EARLY

Get organized ahead of the rush so you’re ready when it’s time to begin.

GET PREPARED

Know what information and documents to have ready before intake opens.

ADVANCE OPTIONS

Eligible clients may apply for a tax refund advance of up to $7,000, subject to approval, applicable terms, and availability.

THE PROCESS

Get On the List Now. File When It’s Time.

A smooth four-step journey designed to ensure you never miss key tax preparation windows.

01

JOIN THE LIST

Complete the short registration form to receive Early Bird updates.

02

GET READY

Watch your email for preparation reminders and next steps.

03

START YOUR RETURN

When LBW is ready, receive the link to complete your secure client intake.

04

EXPLORE ADVANCE OPTIONS

If interested, apply for available refund advance options during the filing process, subject to eligibility and approval.

CHECKLIST

The Early Bird List Is For You If…

  • You plan to file with LBW Financial.
  • You want to prepare before tax season gets busy.
  • You want updates about when LBW begins accepting intake submissions.
  • You want reminders about documents to gather.
  • You’re interested in learning about refund advances of up to $7,000, if eligible.
TAX SEASON 2027

Join the Early Bird List

Complete the form below to receive Early Bird updates and tax season notifications.

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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 LBW Financial Early Bird List for preparation reminders, intake updates, and information about available refund advance options.