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Introducing Fast Forward by sbtpg
NEW! Give clients early access to their tax refund!1 We are pleased to introduce a new tool designed to help you satisfy more clients. Fast Forward by sbtpg is a new resource that helps independent tax professionals serve clients that need early access to their federal tax refund – all at no cost to the…
Read MoreDoes your business need a boost?
Learn from a Marketing Pro expert Live Webinar January 18 9am PT | Noon ET Have questions about the Marketing Pro digital marketing and business management platform? Our upcoming webinar will be packed full of tips and insights on how to maximize your tax season with Marketing Pro.1 See how easy it is to upgrade…
Read MoreRecovery Rebate Credit
Help clients avoid delayed refunds The IRS has added a new field to the 2020 Form 1040 allowing eligible taxpayers to claim the Recovery Rebate Credit as authorized by the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This is great news for eligible taxpayers that are entitled to the credit, and entering the information…
Read MoreEarn an easy $250
Earn up to $250 for every tax pro you refer to sbtpg Have a friend or colleague that’s not happy with their current Refund Transfer provider? Maybe someone you know that used River City Bank for tax-related products and now needs to find a new bank? Santa Barbara Tax Products Group (sbtpg) is offering up…
Read MoreFree resources to attract clients
Free Fast Cash Advance email templates Want help getting clients back in your office at tax time? We created a set of three email templates for tax professional partners offering Fast Cash Advance. Whether you are a seasoned pro with email marketing, or just starting to experiment with sending your clients automated messaging, TPG makes…
Read MoreDo you have what you need to grow?
Offer the right products & marketing resources When you enroll in Santa Barbara Tax Product Group’s Standard Refund Transfer program, we don’t just give you access to the products and services that you and your clients need, but are you also get access to marketing resources you need to grow your business. While we…
Read MoreSee the transformation in Tax Office Makeover Episode 3
Tax Office Makeover Episode #3 transforms a tax practice Experts begin to reveal the transformation of Guardian Tax Episode #3 is here and we think it’s the best episode yet, as we begin to reveal the transformation of our Tax Office Makeover winner’s office and brand. Watch episode #3 and get tips for transforming your…
Read MoreRefer a Tax Pro & you can earn $250
Know someone looking to switch banks? Send them our way Have a friend or colleague that’s not happy with their current Refund Transfer provider? Santa Barbara Tax Products Group (sbtpg) is offering $250 for every ERO referral that switches to sbtpg.* Submit your entry Visit our Tax Pro Referral page to submit referrals and you…
Read More2019 conference schedule
Visit us at the IRS Tax Forum and Latino Tax Fest Summer is the time of year to celebrate the completion of another tax season. Who better to celebrate with than other tax professionals? Plus you can earn Continuing Education credits while you attend workshops and seminars. We will be exhibiting at tax-related trade shows…
Read MoreFree branded marketing templates
Personalized Marketing For You You don’t have to be a designer to have your own branded marketing media. We offer you editable marketing templates in a Microsoft Word format, in an assortment of colors, for free. Use the logo provided or insert your own. Change the colors and the text* as needed. Print directly from your…
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