About Refundo

Years ago, while running tax offices along the East Coast, our founders saw a persistent issue: traditional banks were not equipped to serve the unique needs of tax professionals, especially those in underserved communities. As first-generation immigrants and business owners themselves, they understood that their existing banking partners lacked the technology, strategy, and commitment to help tax pros grow their businesses and better serve their clients.

The banks they partnered with were generalists, focused on large-scale operations, and rarely addressed the specific challenges tax professionals faced during tax season. For our founders, the frustration grew as they realized that they were not just clients of these banks—they were also part of a community that wasn't getting the attention or innovation it deserved. After years of waiting for traditional banking institutions to adapt, they had an epiphany: instead of hoping for change, they could create the solution themselves.

In 2011, they founded Refundo in New York City with a mission to empower tax professionals through innovative, tailored financial solutions. Drawing on their experience as tax office operators, they developed a platform designed to provide tax pros with the banking tools they needed to succeed—tools that helped them not only retain business but also grow it. Refundo's all-in-one platform provides powerful banking products, operational efficiencies, and growth solutions that make tax season more manageable and profitable.

Today, Refundo serves tax professionals across the country, offering a seamless, easy-to-use platform that empowers tax pros to run their businesses smarter. Refundo's story is one of innovation born of necessity, driven by a passion to solve problems that others couldn't—or wouldn't.