Refundo customer service number — expert guide

Where to find the correct Refundo customer service number

Refundo operates as a refund-disbursement partner for tax preparers and financial services, and the single fastest way to obtain the correct customer service number is to consult the product-specific materials you received: the welcome packet or cardholder insert, the back of any prepaid or refund card issued, or the “Contact Us” page on the official Refundo web portal. For security and routing reasons, Refundo places different support lines on different products (for example, cardholder support vs. merchant/partner support), so the number printed on your card or statement is the definitive line to call.

If you do not have the physical materials, log in to the account portal URL shown on your statements (check your email or the tax preparer’s client portal). Never rely on a number found in an unsolicited email or an online forum; verify that the domain is the official site before dialing. If you are working through a tax preparer, their office number and address (which appear on your 1040 paperwork and Form 8879) are the next best route — they can escalate with the Refundo partner team on your behalf.

What to prepare before you call customer service

Prepare specific identity and transaction details to make the call efficient and avoid repeated transfers or callbacks. Have these items at hand: your full name as on tax return, date of birth, the last four digits of Social Security Number, the exact refund amount shown on your return, the refund transfer/reference ID (if provided), the card number or last four digits of the account/card associated with the refund, and the date of issuance. If a tax preparer submitted the return, have the preparer’s EFIN (Electronic Filing Identification Number) and their office phone number ready.

Be ready to provide and confirm documents if the agent requests verification: a copy of your Form 1040 or refund statement, a photo ID, and any correspondence or transaction receipts. Typical call topics that shorten resolution time include card activation, lost/stolen card replacement, disputed amounts, and stop-payment or reissue requests. A concise script helps: state the refund reference number, the problem in one sentence, and the action you request (reissue, trace, dispute).

• Essential call checklist: full legal name; DOB; last 4 SSN; refund amount; refund/reference ID; card last four; tax preparer name and EFIN; date of filing.
• Documents to have ready: signed 1040 copy, refund receipt or bank statement line showing an attempt, photo ID (driver license or passport), and any email/text confirmation from the preparer or Refundo.

If you cannot reach Refundo by phone: escalation and alternatives

If the customer-service number printed on your materials does not answer or the issue is not resolved, escalate through the channels that are independent of the vendor. First, contact your tax preparer — they have partner-level access and direct escalation contacts at the disbursement provider. Second, file a formal complaint through consumer protection channels if you suspect mishandling or fraud.

Key escalation resources and numbers to keep in your record: IRS general assistance for taxpayer account issues (1-800-829-1040), the Consumer Financial Protection Bureau (CFPB) complaint line 1-855-411-2372 and online at consumerfinance.gov/complaint, and the Federal Trade Commission’s fraud and identity-theft line via IdentityTheft.gov or 1-877-382-4357. The CFPB’s address for written correspondence is Consumer Financial Protection Bureau, 1700 G St NW, Washington, DC 20552.

• Escalation contacts: IRS — 1-800-829-1040 (general tax account help); CFPB — 1-855-411-2372 and consumerfinance.gov; FTC/IdentityTheft — 1-877-382-4357 and IdentityTheft.gov.

Security, verification and scam prevention

Refundo customers often receive prepaid cards or direct deposit options. Scammers may impersonate customer service and request full Social Security Numbers, account PINs, or full card numbers. Legitimate support lines will rarely ask for a full SSN or your online banking password — they will confirm identity using short data points (last 4 SSN, DOB, or transaction amount). If a caller pressure-requests immediate transfers, hang up and call the number printed on your card/statement to verify.

Document everything: note the agent’s name, badge number (if provided), date and time of call, and the exact resolution promised, including any reference or ticket number and expected time-to-resolution. If you suspect fraud, immediately freeze or cancel the affected card via the number on the back (or your tax preparer can request a stop) and report to the FTC and your bank. Keep copies of all correspondence for any dispute or escalation to the CFPB, state attorney general, or the Better Business Bureau.

Timing, fees and realistic resolution expectations

Time-to-resolution depends on the issue type. Routine card activations and balance inquiries often resolve in a single call (under 30 minutes). Returned/incorrect deposits and lost-card reissues typically require 3–10 business days for investigation and reissue; more complex disputes (possible fraud or IRS-adjusted refunds) can take 30–90 days because they require coordination among the tax preparer, the IRS, the disbursement processor, and the card issuer.

Be aware of fees that may apply to product-specific services: card replacement fees, expedited reissue fees, ATM withdrawal charges, and monthly maintenance fees vary by program and are disclosed in the cardholder agreement you received at issuance. Always request and save the cardholder agreement PDF or a URL at the time you first receive the product so you can quote exact fee schedules and dispute incorrect fees during the customer-service call.

Where is my refund customer service phone number?

Use Where’s My Refund, call us at 800-829-1954 and use the automated system, or speak with an agent by calling 800-829-1040 (see telephone assistance for hours of operation).

What is a refundo tax refund?

Our financial technology is a software solution that helps tax professionals scale their business while assisting their clients. Refundo’s Dashboard competes with big tax services franchises by offering refund advance, refund transfer, audit protection, payments, and office startup products.

How do I contact Refundo?

If you require assistance, we recommend you call Refundo directly at 1.866. 414.9947.

What is the number for where’s my refund?

Use Where’s My Refund, call us at 800-829-1954 and use the automated system, or speak with an agent by calling 800-829-1040 (see telephone assistance for hours of operation).

How much does Refundo charge?

Our Refund Transfer service comes with no setup fees, no delayed deposits, and no hidden costs. Each additional refund transfer, whether federal or state, is only $10-$12.

What bank is Refundo?

Refundo checks can be cashed at Truist (formally BB&T), Capital One, PNC (formally BBVA) and City National bank branches nationwide for a low fee. Simply visit the nearest bank branch that matches the name of the bank on your check stock to cash your check.