All the latest news & information from Santa Barbara TPG

Refer a Tax Pro

Earn an easy $250

November 11, 2020

Earn up to $250 for every tax pro you refer to TPG Have a friend…

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2020 Latino Tax Fest Webinars

October 23, 2020

Platinum sponsor Join us at Latino Tax Fest Join the Santa Barbara TPG team on…

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Webinar with Ryan Melius and Jan Buncher

Future Proof Webinar

September 16, 2020

Back by popular demand September 23 at 10:00 am PT After leading this webinar at…

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Attending virtual conference

Visit us this fall

September 15, 2020

Meet our team at these virtual events While fall is typically the time of year…

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Concerned taxpayer

Taxpayers asking “Where’s my refund?”

September 8, 2020

Identity verification used to fight fraud Some tax refunds held until taxpayer successfully verifies identity…

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Future-proof your tax practice

How to future proof your tax practice

August 4, 2020

Webinar presented at IRS Tax Forum August 19 at 12:30pm PST Join our live webinar…

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American Coalition for Taxpayer Rights

TPG helping IRS achieve significant reduction in identity theft tax refund fraud

June 12, 2020

Security Summit Partnership with IRS overwhelmingly successful The American Coalition for Taxpayer Rights (ACTR) issued…

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Stimulus payment info

Coronavirus Stimulus Payment Info

March 28, 2020

CARES Act info from TPG With the signing of the CARES Act into law, TPG has…

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Strategic planning

How to manage your tax practice during a crisis

March 20, 2020

Our business continuity guide As all of our lives have been disrupted by the novel…

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$25,000 Tax Office Makeover winner

Announcing our $25,000 Tax Office Makeover Winner

February 21, 2020

After weeks of deliberation our $25,000 Tax Office Makeover has come to an end. We…

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Karyn Chapman in new office

Tax Office Makeover – one year later

January 28, 2020

How did the makeover help our winner? How has this helped Guardian Tax? The filming…

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Office Makeover - Behind the scenes

The Tax Office Makeover. The untold story.

January 28, 2020

Take a look behind the scenes Unfortunately, there is only so much we can pack…

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Behind the transformation

Tax Office Makeover – behind the brand transformation

January 28, 2020

More than just a Tax Office Makeover A new office look and professional brand doesn’t…

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A Lesson About Running Random Promotions

January 27, 2020

TPG used to have a promotion called “$5,000 Fridays in February”. The idea was simple.…

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Online Payments header

TPG now offering credit and debit card payments

January 20, 2020

It’s easy to accept credit and debit payments We’ve made the pay-by-refund option a convenient…

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Start of tax season

TPG off to strong start in 2020

January 16, 2020

Summary of our early season performance Ready or not, another tax season is here, and…

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Submit your Tax Office Makeover entry

Time is running out to enter the Tax Office Makeover

January 9, 2020

Sign up before February 1st Hundreds of tax professionals have entered the $25,000 Tax Office…

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Fast Cash Advance email template header

Free resources to attract clients

January 3, 2020

Free Fast Cash Advance email templates Want help getting clients back in your office at…

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Latino-Tax-Fest TPG booth

Start making summer plans

December 30, 2019

2020 Conference Schedule It’s not even 2020 and excitement for the summer conference schedule is…

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Front of tax preparation office

Do you have what you need to grow?

December 24, 2019

Offer the right products & marketing resources When you enroll in Santa Barbara TPG’s Standard…

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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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Auto Collect header

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 Header

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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