enroll today-more clients tomorrow

Enroll today & get more clients tomorrow

We're in a changing industry (stating the obvious)

Our industry is evolving rapidly as our market has matured and tax professionals fight to maintain market share. Many tax professionals have given up on growth and are simply trying to fight attrition or maintain current numbers.

83%

of tax pros supplement tax prep with other services

Our own survey data revealed that 83% of tax professionals augment tax preparation with other services including bookkeeping, accounting, notary etc. The multi-service model is one most tax professionals have adopted.

Approaching our 28th tax season, Santa Barbara Tax Products Group (TPG) has a seasoned team that has experienced all types of tax seasons, and our team is receiving an increased amount of feedback from tax professionals that are struggling to grow. It's upon this changing environment that TPG has created a program designed to help tax professionals grow this tax season.

The fastest path to growth

If there is one tool we offer that provides the fastest path to growth it's the Fast Cash Advance. We surveyed tax professionals and used their feedback to help drive our product enhancements for 2019.

We discovered that 77% of tax pros receive requests for advances before tax season begins, and of course everyone wants higher loan amounts for a lower cost. So we implemented 4 major enhancements to help tax professionals attract more new clients and retain existing clients.

4 out of 5

tax pros benefited from Fast Cash Advance

$500-$6,000

Advance loan amounts1

$20

Cost to you when in-season advance is loaded on a Walmart Money2

25% Free

Clients may get 25% of their refund amount (up to $2K) for no cost*

Jan. 2

Pre-ACK loans available starting Jan. 2nd

*Loans of 50% or 75% of expected tax refund have an APR of 36%.

A small investment to secure thousands in tax preparation fee revenue

Tax pro survey respondents that attracted and retained clients with Fast Cash Advance indicated an average of:

  • 37 new clients attracted with Fast Cash Advance
  • 35 existing clients retained with Fast Cash Advance

Now with a cost as low as $20, the Fast Cash Advance ROI has grown significantly. Download our 2018 study for more details.

Report of growing tax pros

Reduce financial barriers to professional tax preparation

Service more clients with the pay-by-refund option

Not all taxpayers have the cash or credit card to pay in advance for tax preparation. Don't lose their business.

 

Service these taxpayers by offering them a pay-by-refund option. TPG withholds your tax preparation fees from the refund amount, so you get paid when your client receives their refund. Learn more about the RefundTRANSFER.

Can't wait to get paid?

Get paid right away with the SimplyPAID fee advance. Details below.

Get paid to service more clients faster

Save time & earn up to $25 per client when you issue Walmart MoneyCards3

63% of our survey respondents saw brand name recognition improvement with the Walmart MoneyCard. Build trust with clients by offering a card clients want from someone they trust.

Earn up to $25 per client

Earn incentives when clients receive their refund or Fast Cash Advance on a Walmart MoneyCard

Free advertising

Promote the Walmart MoneyCard in your office with free marketing materials that sells the benefits

Service clients in less time

Issue one card per client instead of multiple checks. Plus you aren't spending time printing checks

Fewer incoming calls

Clients are notified when their refund is ready so you aren't managing incoming calls

Get the cash flow you need to grow

Fund a successful tax season with pre-season and in-season cash flow

Make sure you get a jump on the competition with the cash flow you need to get your office ready for tax season. Purchase your advertising, stage your office and hire the staff you need.

preseason-funds
Cash flow for office startup - up to $18,000 available4

Existing TPG clients can receive cash flow before season starts to help with advertising, staffing, equipment or anything to help start a successful tax season. LEARN MORE

simply-paid
Get paid right away - up to $150,000 available5

Don't wait to get paid. Give clients the pay by refund option, have your fees advanced to you in 1-2 business days & have more for payroll & offices expenses. LEARN MORE

Open your business

Stretch your budget with our free marketing assets to grow

Leverage our free marketing resources to grow

When you enroll in our Standard Refund Transfer program you get access to more free digital and print marketing resources. If you are like most tax pros that use social media to advertise, use our free digital assets for professionally-designed advertising.

65%

of tax pros use social media to advertise
desk-mat-icon

Print advertising

Get attention in your storefront and educate clients

digital-ads

Digital ads

Free digital ads in English & Spanish for your website or social media feed

Premium marketing kits

Marketing kits

Enroll in our Standard Refund Transfer program & receive free marketing kits

find-a-pro

Tax pro directory

Help clients find you with our free directory at TaxProSearch.com

Direct mail postcards

Direct mail

Existing TPG clients may qualify for personalized direct mail postcards

Spanish-ad-icon

Spanish advertising

Print and digital materials are available in English and Spanish

email-reminder

Taxpayer emails

Existing TPG clients may qualify for email marketing

premium-marketing

Premium materials

Order premium materials including banners and yard signs for a small shipping cost

Make the upgrade to TPG today

Get ahead in 2019

Enroll in our Standard Refund Transfer program and get everything you need to succeed in 2019. Visit our website to enroll today. Plus when you enroll early you get extra entries in our sweepstakes to double your tax prep fee earnings.

1 The Fast Cash Advance is an optional tax-refund related loan provided by MetaBank® (it is not the actual tax refund) at participating locations. The amount of the loan and applicable interest will be deducted from tax refunds and reduce the amount that is paid directly to the taxpayer. Fees for other optional products or product features may apply. Tax returns may be filed electronically without applying for this loan. Loans offered in amounts of 25%, 50%, or 75% of your expected tax refund from $500 - $6,000. Loan in the amount of 25% of your expected refund has an Annual Percentage Rate (APR) of 0.00%. Loan in the amounts of 50% or 75% of your expected tax refund have an APR of 36.00%. For example, $2,000 representing 50% of expected refund borrowed over 24-day terms, total amount payable in a single payment is $2,047.34 including interest. Availability is subject to satisfaction of identity verification, eligibility criteria, and underwriting standards.

2 Based on cost for post-acknowledgement refund advance. Incentive paid when IRS tax refund is loaded on to the Walmart Money Card®. If enrolled through a service bureau, please check with bureau associate for details on incentive payment. Must be enrolled in the standard Refund Transfer program to qualify for standard pricing; all discount programs offered through TPG are subject to other pricing.

3 Incentive paid as long as IRS tax refund is loaded on to the Walmart Money Card®. If enrolled through a service bureau, please check with bureau associate for details on incentive payment. Must be enrolled in the standard Refund Transfer program to qualify for standard pricing; all discount programs offered through TPG are subject to other pricing. If enrolled through a service bureau, please check with bureau associate for details on incentive payment.

4 Must opt-in by December 31 to qualify. Advances subject to approval. Must be enrolled in Standard Refund Transfer program to qualify; all discount programs offered through TPG are excluded from this program. Pre Season Funds available only to prior TPG clients. Advances provided by Green Dot Bank, Member FDIC. Check with transmitter for availability.

5 Amount includes $18,000 pre-season advance which may be selected in-season or pre-season to qualified and existing TPG clients. Must opt-in by December 31st to qualify.

Advance is subject to approval. Must be enrolled in Standard Refund Transfer program to qualify; all discount programs offered through TPG are excluded from this program. Pre Season Funds available only to prior TPG clients. Advances provided by Green Dot Bank, Member FDIC. Check with transmitter for availability.

Refund Transfers are deposit products using Civista Bank, Member FDIC, that enable certain deductions from the account to be processed. Refund Transfers are not loans. Tax refund and e-filing are required in order to receive Refund Transfer. Fees apply. Terms and conditions are subject to change without notice. Ask your preparer about other IRS e-file options, some of which are provided at no additional cost.

The Walmart MoneyCard  is subject to successful activation. Additional fees may apply. See Cardholder Agreement or visit WalmartMoneyCard.com for complete details. The Walmart MoneyCard Visa Card is issued by Green Dot Bank, member FDIC, pursuant to a license from Visa U.S.A. Inc. Green Dot Bank also operates as GoBank and Bonneville Bank. All of these trade names are used by, and refer to, a single FDIC-insured bank, Green Dot Bank. Deposits under any of these trade names are aggregated for deposit insurance.

The “Spark” design , and Walmart and Save money. Live better. are marks and/or registered marks of Wal-Mart Stores, Inc.