Jackson Hewitt, Intuit class action overview:
- Who: Plaintiff Paul Allen Perez filed a class action lawsuit against Jackson Hewitt Inc. and Republic Bank & Trust Co., while Isabelle Heck filed a class action lawsuit against Intuit Inc. d/b/a TurboTax, Intuit Financing Inc., MVB Bank Inc. and WebBank.
- Why: The class action lawsuits were each filed over claims the respective businesses violated the Military Lending Act.
- Where: The class action lawsuits were filed in Washington and California federal courts.
Tax preparation services Jackson Hewitt Inc. and Intuit Inc. have each been hit with a class action lawsuit over claims they unlawfully extract value from their military customers.
Plaintiff Isabelle Heck, in her class action lawsuit against Intuit — which does business as TurboTax — claims it uses a required account structure and integrated fee architecture that enable the business to “extract value through mandatory banking products, refund-processing services and associated fees that reduce the consumer’s tax refund.”
“These costs are not incidental; they are integral to the Refund Advance Loan program and disproportionately impact service members and/or their spouses or dependents living paycheck to paycheck, rendering the product far more expensive than Defendants’ marketing suggests,” the Intuit class action says.
Heck, a U.S. Army veteran and dependent of an active-duty service member, argues Intuit is in violation of the Military Lending Act (MLA).
She seeks to represent consumers who used a TurboTax Refund Advance loan or similar product and were charged fees or interest that allegedly pushed the Military Annual Percentage Rate above the 36% cap.
Heck also wants to represent consumers whose agreements with Intuit included arbitration clauses, class action waivers, jury trial waivers or other restrictive dispute terms.
MVB Bank, into which loan proceeds are deposited and through which repayment is collected, and WebBank, which originated the short-term payday-style advance loan, are also named as defendants in the Intuit class action lawsuit.
Jackson Hewitt made unlawful requirement, class action claims
In a separate class action lawsuit filed against Jackson Hewitt and Republic Bank & Trust Company — which issues Jackson Hewitt’s refund anticipation loans (RALs) — plaintiff Paul Allen Perez similarly argues the businesses violate the MLA by requiring consumers to agree to standardized contractual provisions in connection with obtaining RALs, including arbitration provisions and waivers of legal rights.
“The MLA expressly prohibits creditors from requiring Covered Borrowers to submit to arbitration or waive their rights to seek relief in court as a condition of consumer credit,” the Jackson Hewitt class action says.
Perez, a member of the United States Navy, seeks to represent borrowers who obtained Jackson Hewitt RALs during the applicable period and were required to have their federal tax refunds sent through temporary accounts to repay the loans and deduct fees.
He also seeks to represent borrowers who were charged mandatory fees that allegedly pushed the Military Annual Percentage Rate above 36%, or who were required to accept arbitration clauses, jury trial waivers, class action waivers or other allegedly unlawful loan terms.
Both Heck and Perez are demanding a jury trial, declaratory and injunctive relief and damages for themselves and all class members.
A similar class action lawsuit was filed against Intuit earlier this year over claims it violated the MLA by charging excessive fees on TurboTax refund advance loans.
Have you been charged excessive fees by Intuit or Jackson Hewitt? Let us know in the comments.
Heck is represented by Scott Edelsberg, Gabriel Mandler and Omer Kremer of Edelsberg Law P.A., while Perez is represented by Kim D. Stephens of Tousley Brain Stephens PLLC, Brandon M. Wise and Domenica M. Russo of Peiffer Wolf Carr Kane Conway & Wise LLP, and Victor J. Sandoval and David S. Almeida of Almeida Law Group.
The Jackson Hewitt and Intuit class action lawsuits are Perez v. Jackson Hewitt Inc., et al., Case No. 2:26-cv-01545, in the U.S. District Court for the Western District of Washington at Seattle and Heck v. Intuit Inc. d/b/a TurboTax, et al., Case No. 5:26-cv-03712, in the U.S. District Court for the Northern District of California.
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