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All the latest news & information

Satisfied Software Purchase Assistance client

June 10, 2019

Get help buying tax preparation software We’re making it easy to get ready for next…

IRS Tax Forum - TPG booth

2019 conference schedule

May 7, 2019

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

Double your prep fees winner

April 15, 2019

Announcing our $50,000 winner CJ’s Tax Service of Bellville, Texas We doubled their tax prep…

Office party

April 4, 2019

5 must do tasks for the off season Take advantage of your off-season Get ahead…

Free branded marketing templates

March 7, 2019

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

Clean. Clear. Consistent.

February 6, 2019

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

Solutions for refund delays

January 24, 2019

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

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…

Free PATH Act Flyer

January 9, 2019

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

Win $50k

January 8, 2019

Increase your chances of winning $50,000 Earn one bonus entry for every Walmart MoneyCard you…

flyer-in-window

Free government shutdown flyers

January 3, 2019

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

ERO engaged with work

December 29, 2018

Use Fast Cash Advance email templates to boost client retention Leverage Marketing Automation Email is…

Grow your tax biz ebook

December 10, 2018

No-cost business growth tactics Get no-cost promotional ideas Promoting your tax preparation business doesn’t have…

Refer a friend

Refer a Tax Pro and Earn $250

December 7, 2018

Receive a $250 gift card for every referral that switches to Santa Barbara Tax Products…

enroll today-more clients tomorrow

December 4, 2018

Enroll now & get more clients We’re in a changing industry (stating the obvious) Our…

December 3, 2018

Are multiple client visits clogging your office? Streamline your office with the Walmart MoneyCard Are…

Free Email Marketing

November 30, 2018

Free email reminders sent on your behalf Tax professionals that opted-in to the Fast Cash Advance program…

Actualizaciones del ITIN

November 29, 2018

Antonio C. Martinez, EA Este es un artículo invitado de Latino Tax Professionals Association. Read…

ITIN Updates

November 29, 2018

Tony Martinez, EA This is a guest article from Latino Tax Professionals Association. Lee este…

Win $50k

Double your tax preparation fees – win up to $50,000

November 26, 2018

Enroll & you’ll be entered for a chance to win Enroll with Santa Barbara Tax…

Fast Cash Advance – Big News for 2019

November 20, 2018

Four major enhancements for 2019 Offer Fast Cash Advance and grow your tax office Enroll…

Guardian Tax Services

November 15, 2018

Our $20,000 Tax Office Makeover winner Congratulations to Guardian Tax Services Santa Barbara Tax Products…

Tax Office Makeover Contestant

October 31, 2018

Enter Tax Office Makeover before time runs out October 31st is the final day to…

Download 20 tips for growing your tax office

Get free growth tips

September 13, 2018

Another summer conference season has concluded with the Orlando IRS Tax Forum this week – wow what…

Winners of $500 Walmart MoneyCard

July 18, 2018

Our Walmart MoneyCard winners We’re giving away a $500 Walmart MoneyCard at every IRS Tax…

paybyrefund

Extend your earnings

July 13, 2018

With more and more taxpayers filing an extension with the IRS, we remind tax professionals…

tax office

July 9, 2018

Enter for a chance to win Helping tax professionals succeed   We see tax professionals…

2018 conference calendar

June 11, 2018

Our team would love to meet you this summer as we travel the country, exhibiting…

Protect client data & your business

April 25, 2018

Every year tax professionals fall prey to cybercriminals looking to steal taxpayer data in order…

Tree growth rings

April 17, 2018

Tips for growing your tax practice next tax season Another growth ring added to your…