NEW TO SBTPG?

See how we help tax pros like you

Join thousands of independent tax pros who rely on sbtpg for payment processing, marketing tools, and revenue generating resources.

  • Easy to get started
  • Much more than pay-by-refund
  • Leading technology saves you time
  • Over 35 years serving tax pros

Integrated with leading tax software providers

Crosslink
TaxWise
TaxSlayer
Drake Software
TaxAct
Intuit ProSeries
ATX
Taxware
ProTaxPro
Intuit ProConnect
Intuit Lacerte

WHY CHOOSE SBTPG?

Resources you need to grow your tax practice

No experience necessary. No minimums. No commitment. Just powerful tools that work with you from day one.

  • Easy to get started

    The Refund Transfer1 pay-by-refund product is integrated directly into your tax software. Enroll in minutes. Most applications are auto-approved in hours.

  • Much more than pay-by-refund

    Access a full array of tax-related products — from refund advances2 to tax debt resolution3 to free marketing media — all in one place.

  • Leading technology

    Our website and client notifications save time, streamline operations, and help you run a modern tax practice that satisfies clients' expectations.

  • Proven trust

    Serving independent tax professionals for over 35 years. We have the track record, scale, and reliability your practice deserves.

ACCELERATE GROWTH

Grow your business with tax-related products

Get what you need to attract more clients, increase cash flow, and build a stronger practice when you enroll with sbtpg.

No cost to tax pros

No cost to you

The Refund Transfer pay-by-refund product comes at no cost to you. Offer a convenient payment option to clients without adding overhead.

Checkmark

No minimum returns required

Access payment tools today. No volume minimums are required. Whether you file 10 returns or 10,000, we'd love to partner with you.

Process more tax returns

A competitive edge

Stand out from the competition. Our products help you attract a broader taxpayer clientele and keep them coming back season after season.

Bank account

Capital when you need it

Get a tax pro fee advance at the start of tax season.4 Increased cash flow means you can invest in your business — not scramble to fund it.

Digital ad

Free marketing media

Access a full library of digital ads, receive print materials, and branded content in English and Spanish — included at no additional cost.

Stack of dollar bills

Earn up to $350+ per referral

Our Tax Debt Resolution program pays up to $350+ per client referral.5 Turn your network into recurring revenue with zero extra work.

PREMIUM PAY-BY-REFUND

A Refund Transfer that works harder for you

Our Refund Transfer comes with everything your practice needs to market itself and support your clients. It's all included at no additional cost when you enroll in our Standard Refund Transfer program.

  • Digital payment
    NEW! Free client refund status notifications6

    We keep your clients informed when their refund is ready. Reduce inbound calls, build trust, and deliver a better client experience at no cost.

  • Process more tax returns
    More marketing resources

    Access a full library of free digital ads, print materials, and branded content in English and Spanish. Grow your client base without growing your overhead.

  • Increase productivity
    Benefits that scale with your volume

    The more you grow, the more you gain. Our program rewards your partnership with resources and benefits that increase as you grow.

MARKET LEADING PRODUCTS

More products that give you an edge

Attract more clients, recover lost revenue, and help clients receive refunds faster when you enroll with sbtpg.

Fast Forward

Refunds up to 5 days early7

Cients can receive their refund up to 5 days early when the IRS funds their federal tax refund. Best news? There's no cost to you.

  • Clients get their refund up to 5 days early
  • No cost to you
  • Earn $5 per funded Fast Forward7
fast cash advance

Advance approvals in hours

NEW! All enrolled tax pros can offer the post-ACK Fast Cash Advance with sbtpg. Prior Refund Transfer experience is not required.

  • Up to $7,000 per client
  • 85% loan approval rate
  • Available Jan. 2 - Mar. 12
Auto Collect

Automated prep fee collection8

Automatically recover unpaid tax preparation fees from past-due clients without chasing clients down. You only pay when collections are successful.

  • Fully automated fee recovery
  • No manual follow-up required
  • Pay only on successful collections

No experience? No problem.

You don't need to have experience offering tax-related products to get started with sbtpg. Enrollment is open, free, and designed for tax pros at every stage.

No cost
No minimums
No commitment
No experience needed

CHOSEN BY INDUSTRY LEADERS

Trusted by independent tax pros nationwide

35+

Years serving independent tax pros

43K+

Independent tax pros

11M+

Taxpayers

$42B

Refunds processed

Statistics based on the complete 2025 tax season.

FAQs

Frequently Asked Questions

Ready to get started with sbtpg?

Enrollment is fast, automated, and completely free. No prior experience required.

1 Refund Transfer is a deposit product offered by Green Dot Bank, Member FDIC, that enables authorized amounts to be deducted from taxpayer’s refund, with the remaining balance then paid to the taxpayer. Fees apply. Refund Transfers are not loans. Tax refund and e-filing are required to receive Refund Transfer. 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.

2 Fast Cash Advance is an optional tax-refund related loan provided by First Century Bank, N.A., Member FDIC (it is not the actual tax refund) and is available at participating locations. The amount of the loan and applicable interest will be deducted from tax refunds and will reduce the amount that is paid directly to the taxpayer from the refund. Fees for other optional products or product features may apply and will be disclosed at the time of application. Tax returns may be filed electronically without applying for this loan. Loans are offered to qualifying customers in amounts from $500-$7,000 and, if approved, are paid either pre-IRS acknowledgment of the tax return or post-IRS acknowledgment of the tax return. All loans have an Annual Percentage Rate (APR) of 35.99%. For example, for a loan of $2,000 with a repayment period of 30 days, the total amount payable in a single payment is $2,059.16 including principal and interest. Not all consumers will qualify for a loan or for the maximum loan amount. Offer and terms subject to change at any time without prior notice.

3 Tax debt resolution services provided by Community Tax, LLC which is not an affiliate of Santa Barbara Tax Products Group or Green Dot Corporation. Taxpayer pays a separate fee for this service.

4 Must opt-in by February 16 to qualify. Advance is subject to approval. Must be enrolled in Standard Refund Transfer program to qualify; all discount programs offered through Santa Barbara Tax Products Group are excluded from this program. Advances provided by Green Dot Bank, Member FDIC. Check with transmitter for availability.

5 Referral bonus paid monthly to qualified tax professionals by Santa Barbara Tax Products Group (SBTPG). Referral bonus of $150 paid upon taxpayer’s investigation service fee payment to Community Tax, $200 paid upon taxpayer’s tax resolution service fee payment to Community Tax, and $150 paid per tax year if resolution requires preparing and filing a past due return. SBTPG may be paid for your referral. Neither Santa Barbara Tax Products Group or Green Dot Bank, nor any of their respective affiliates are responsible for the products or services provided by Community Tax, LLC. Fees, terms and conditions apply.

6 Message and data rates may apply.

7 Fast Forward by sbtpg is provided by Green Dot Bank. Fast Forward enables taxpayer to receive federal tax refund up to five (5) days early for an additional fee of $25.00. Terms apply. To be eligible, taxpayer must have a Refund Transfer for a federal tax refund that is no more than $10,000. Availability of Fast Forward is subject to the taxpayer's bank participating in Real-Time Payments, IRS pre-notification of pending refund deposit, and availability of funds. $25.00 fee is not charged if the taxpayer is ineligible. If a new Green Dot card is selected in the tax office, the taxpayer will receive the federal refund up to five days early without being charged the $25.00 fee. If a cashier’s check is selected as the disbursement method, the exact timing the taxpayer will receive their federal refund is dependent upon when the tax preparer prints the check. Check with transmitter for availability.

8 Auto Collect is an optional service provided by Santa Barbara Tax Products Group, LLC.  Fees apply to the ERO only with respect to successful collections. TPG is facilitating collections that are being made directly through EROs.