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All the latest news & information

American Coalition for Taxpayer Rights

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…

Stimulus payment info

Coronavirus Stimulus Payment Info

March 28, 2020

CARES Act info from sbtpg With the signing of the CARES Act into law, we have…

Strategic planning

March 20, 2020

Managing a tax practice during a crisis Our business continuity guide As all of our…

$25,000 Tax Office Makeover winner

February 21, 2020

Our $25,000 Tax Office Makeover winner After weeks of deliberation our $25,000 Tax Office Makeover…

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…

Office Makeover - Behind the scenes

January 28, 2020

The untold Tax Office Makeover story Take a look behind the scenes Unfortunately, there is…

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…

January 27, 2020

How to run random promotions We used to have a promotion called “$5,000 Fridays in…

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January 20, 2020

Credit and debit card payment processing now available It’s easy to accept credit and debit…

Start of tax season

Off to strong start in 2020

January 16, 2020

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

Submit your Tax Office Makeover entry

January 9, 2020

Don’t miss the chance to enter our Tax Office Makeover Sign up before February 1st…

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Free resources to attract clients

January 3, 2020

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

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…

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 Tax Product…

Tax Office Makeover - Episode 3 thumbnail

December 4, 2019

Tax Office Makeover Episode #3 transforms a tax practice Experts begin to reveal the transformation…

December 2, 2019

2019 IRS Tax Security Awareness Week Help fight identity theft Santa Barbara Tax Products Group…

November 15, 2019

Our partnership with First Century Bank Partnership creates more opportunities for our tax professional partners…

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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…

Cash flow for Tax Professionals

November 5, 2019

We’ve got more for tax professionals Up to $175,000 available to qualified tax pros1 Tax…

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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…

Strategy Session

Process = Profit!

October 17, 2019

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

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…

Feel free to make clients happy

September 23, 2019

Enhancing our taxpayer advance for 2020 We’re making it even easier to attract clients with…

Office Makeover Entries

September 20, 2019

See the entries for our $25k Tax Office Makeover Submit your entry today Our second…

September 5, 2019

Get marketing insights in Tax Office Makeover episode 2 Experts share insights for improving the…

$500 Walmart MoneyCard winner announcement

August 8, 2019

Our $500 Walmart MoneyCard winners Santa Barbara Tax Products Group (sbtpg) and Walmart are giving…

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…

TST Checklist Hands (002)

July 17, 2019

Fight identity theft and tax refund fraud Use the “Security Six” steps for basic protections…

Office Makeover Episode 1 thumbnail

July 8, 2019

See the first Tax Office Makeover episode The first in our highly anticipated video series…

Office Makeover Review

$25,000 Office Makeover

July 1, 2019

Introducing our 2nd Tax Office Makeover Amount increased to $25,000 for 2020   Santa Barbara…