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Simple
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Expecting a Tax Refund? Don’t Blow It!

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Pledge to save part of your refund this year

Pledge Now to Save Your Tax Refund 💰

Believe it or not, you may have been saving money all year without even realizing it!

A tax refund is your hard-earned cash that the IRS has been holding onto—like a mandatory savings account. A spending spree might be tempting, but don’t lose what you’ve saved up. We can help out—here’s how:

Pledge now to save a % of your refund.
By committing now, you’re more likely to actually stick to your savings plan than if you make the decision after your refund comes in.

Deposit your refund into your Simple Account.
When filing your taxes, set up direct deposit directly into your Simple account.

We’ll help you keep your promise.
When your refund arrives, we’ll automatically move your savings pledge into your Protected Goals Account, where it can go to work earning you high-yield interest.

If you have any questions, you can reach us with a support message or at (888) 248-0632. 

Thanks,

—The Team at Simple