Tax-related Products
Prepare clients for the 3rd stimulus payment
Get ready for the 3rd stimulus payment Help clients get the maximum amount With the House now drafting the $1.9 trillion stimulus bill, the third Economic Impact Payment may be issued in a matter of weeks. Waiting to file a return may actually reduce the stimulus payment amount for many taxpayers. File early to help clients…
Read MoreNow offering credit and debit card payments
Credit and debit card payment processing now available It’s easy to accept credit and debit payments We’ve made the pay-by-refund option a convenient way for clients to pay for tax preparation, and with a partnership with CPACharge now we’re making it easy to collect payment for any services you provide. Now you can give clients…
Read MoreOff to strong start in 2020
Summary of our early season performance Ready or not, another tax season is here, and we’re off to a strong start. Here’s a quick look at what we’re seeing at the beginning of tax season. 2X MORE APPROVED FAST CASH ADVANCE LOANS 1IN4 TAXPAYERS SELECTED A WALMART MONEYCARD 26% INCREASE IN LOAN APPROVAL RATES 140%…
Read MoreSolutions for refund delays
UPDATE 1-25-19 – President Trump announced agreement reached with congressional leaders to reopen the government for 3 weeks. Ongoing concern about refund delays Despite the IRS announcement that refunds will be issued during the government shutdown and President Trump’s announcement that an agreement may have been reached to reopen the government for 3-weeks, there is…
Read MoreFast Cash Advance – Big News for 2019
Four major enhancements for 2019 Offer Fast Cash Advance and grow your tax office Enroll in our Standard Refund Transfer program, offer the Fast Cash Advance and you’ll have access to the advance loan designed to help you grow in 2019. You’ll have the loan program you need to succeed and the marketing resources you…
Read MoreExtend your earnings
With more and more taxpayers filing an extension with the IRS, we remind tax professionals that taxpayers that may be receiving a tax refund still have convenient payment options available. Clients can pay with their refund through October If you have clients that filed an extension and are now expecting a refund they…
Read MoreWe’re ready to issue taxpayer advances!
We will begin issuing advances January 17 As excitement builds for the start of tax season, make sure you’re all set with an advance program that you can trust.¹ We get paid when you get paid Don’t get stuck paying for a loan that never funded Since we only approves advance loans that have been…
Read MoreReduce wasted office traffic by up to 75%
As tax time approaches national franchises are already advertising their taxpayer advance products. Having experienced PATH Act refund delays, taxpayers are now turning to advance products to help bridge the financial gap during the start of tax season. We only expect demand to increase as national franchises build awareness of advance loan products and PATH…
Read MoreAdvance Plus available thru more offices
Expanded Access to AdvancePLUS Tax season is just around the corner and Santa Barbara Tax Products Group (sbtpg) is excited to announce that even more tax professionals will be able to offer AdvancePLUS in 2018.1 Tax professionals with a prior-year Refund Transfer funding rate 80% or higher can now offer AdvancePLUS. If you have a prior year…
Read MoreOffering up to $150,000 cash flow to our tax pro partners
UPDATE: MUST ENROLL & APPLY BEFORE DEC. 31st TO RECEIVE UP TO $150,000. Looking to grow your tax preparation business? Up to $150,000 available to qualified tax professionals1 We offer two types of advances to tax professional partners that offer cash flow before or during the tax season. Get the resources you need to expand…
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