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All the latest news & information from Santa Barbara Tax Products Group (TPG)

Tax Office Makeover - Episode 3 thumbnail

See the transformation in Tax Office Makeover Episode 3

December 4, 2019

Experts begin to reveal the transformation of Guardian Tax Episode #3 is here and we…

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National Tax Security Awareness Week

December 2, 2019

Help fight identity theft Santa Barbara TPG has partnered with states, the Internal Revenue Service…

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Announcing our partnership with First Century Bank

November 15, 2019

Partnership creates more opportunities for our tax professional partners Santa Barbara TPG (“TPG”) is proud…

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Collect fees from unfunded clients

November 11, 2019

We just made pay-by-refund even better Giving clients the option to pay for your tax…

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Cash flow for Tax Professionals

More for tax pros, earlier than ever

November 5, 2019

Up to $175,000 available to qualified tax pros1 Tax professionals enrolled with TPG for 2020…

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Walmart MoneyCard – 2020 program enhancements

October 23, 2019

Get even more in 2020 If you offered the Walmart MoneyCard2 this past tax season…

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Strategy Session

Process = Profit!

October 17, 2019

This is a guest article provided by RightWay Tax Solutions. RIghtWay Tax Solutions has experienced…

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Refer a Tax Pro and earn $250

Refer a Tax Pro & you can earn $250

October 11, 2019

Know someone looking to switch banks? Send them our way Have a friend or colleague…

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Feel free to make clients happy

Announcing an even better taxpayer advance for 2020

September 23, 2019

We’re making it even easier to attract clients with a taxpayer advance Looking to grow…

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Office Makeover Entries

Entries for our $25k Office Makeover are pouring in

September 20, 2019

Submit your entry today Our second Tax Office Makeover contest has already received hundreds of…

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Learn from marketing experts in Office Makeover Episode 2

September 5, 2019

Experts share insights for improving the office and digital experience Get easy-to-use tips for a…

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$500 Walmart MoneyCard winner announcement

Congratulations to our $500 Walmart MoneyCard Winners

August 8, 2019

Santa Barbara TPG and Walmart are giving away $500 Walmart MoneyCards at Latino Tax Fest…

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Tax Pro Marketing Course

Take the tax pro marketing course

July 18, 2019

Struggling to grow your tax preparation business? Get 2 weeks of marketing training Hitting a…

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TST Checklist Hands (002)

Help fight ID theft and refund fraud

July 17, 2019

Use the “Security Six” steps for basic protections Santa Barbara TPG is joining Security Summit…

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Office Makeover Episode 1 thumbnail

Watch episode one of our Tax Office Makeover

July 8, 2019

The first in our highly anticipated video series Hear Karyn’s story and the challenges many…

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Office Makeover Review

$25,000 Office Makeover

July 1, 2019

Introducing our 2nd annual Office Makeover Amount increased to $25,000 for 2019   Santa Barbara…

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Satisfied Software Purchase Assistance client

TPG can help you purchase tax software

June 10, 2019

We’re making it easy to get ready for 2020 Santa Barbara TPG is giving peace…

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IRS Tax Forum - TPG booth

2019 TPG conference schedule

May 7, 2019

Visit us at the IRS Tax Forum and Latino Tax Fest Summer is the time…

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Double your prep fees winner

Congratulations to our $50,000 winner!

April 15, 2019

CJ’s Tax Service of Bellville, Texas We doubled their tax prep fees to the maximum…

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Office party

5 things you must do this off season

April 4, 2019

Take advantage of your off-season Get ahead of your competitors this summer We’re nearing the…

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Free branded marketing templates

March 7, 2019

Personalized Marketing For You You don’t have to be a designer to have your own…

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Clean. Clear. Consistent.

February 6, 2019

Three image qualities you must have as an independent tax business pro to beat out…

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Solutions for refund delays

January 24, 2019

UPDATE 1-25-19 – President Trump announced agreement reached with congressional leaders to reopen the government…

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Open your business

The countdown to tax season is on

January 22, 2019

January 28 marks the official start of e-filing The official start of tax season is…

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Free PATH Act Flyer

January 9, 2019

Give clients the facts about possible refund delays Download and print this free flyer for…

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Win $50k

Double your chances of winning $50,000 with Walmart MoneyCard

January 8, 2019

Earn one bonus entry for every Walmart MoneyCard you process When your clients select the…

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flyer-in-window

Free government shutdown flyers

January 3, 2019

UPDATE IRS announced on Jan. 7, 2019 that refunds will not be held due to…

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ERO engaged with work

Retain clients with Fast Cash Advance email templates

December 29, 2018

Leverage Marketing Automation Email is a highly-effective and low-cost marketing strategy that can help you…

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Grow your tax biz ebook

Free tips for growing your tax office

December 10, 2018

Get no-cost promotional ideas Promoting your tax preparation business doesn’t have to require big budgets.…

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Refer a friend

Refer a Tax Pro and Earn $250

December 7, 2018

Receive a $250 gift card for every referral that switches to TPG* If you are…

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