The brand that caters to service bureaus
Serving the unique needs of Service Bureaus and multi-office tax pros
Preferred benefits for your clients
You aren't the only one that benefits
Multi-level enrollment
We're ready if you are
Our new modernized database supports multiple enrollment levels. That means' we're ready to support you as your business grows. If your software provider supports enrollment across multiple hierarchy levels, we can help you make that happen.
Give new EROs access to refund advances
Volume requirements waived
Qualified service bureaus can waive our minimum volume requirement required to offer Fast Cash Advance, providing an additional level of service to EROs that are offering tax-related products for the first time.
More ways to capture payments
Get all the benefits of a modern banking partner*
Simplify reconciliation
Separate fee payments across multiple bank accounts
Simplify fee payment reconciliation by splitting your fee deposits across multiple bank accounts.
- Break out payments if you sell software from multiple software companies
- Track payments when clients are using different fee collection programs (Refund Transfer, Prep Paid, etc.)
Fee splits offer more ways to get paid
Collect your fees from service bureaus and EROs
Collect a share of service bureau fees and tax preparation fees from any enrolled ERO working under you. Collect from other service bureaus' fees for services you are providing to them.
If you are servicing single or multiple EROs, share in the revenue per transaction on each tax preparation fee we collect.
Non-Refund Transfer invoicing
Collect fees for products and services you offer
Capture fees for ancillary products and services you offer, even without a Refund Transfer. Our non-RT invoicing gives you the ability to charge for services like tax audit protection and we'll collect the fees from your overall funded tax preparation fees.
Track all ancillary products offered to e-file clients, allowing for better expense management as tax preparation fees are used to pay these invoices.
* Santa Barbara Tax Products Group is a service provider, not a bank. Banking services provided by Green Dot Bank, Member FDIC.
Premier support for premier clients
Skip the lines and get dedicated reps
Premier Partner Line
Private phone support
Get exclusive access to private phone support staffed by a senior team of product specialists.
Dedicated support
Assigned to you
An account manager is assigned to you, providing front-of-the-line access to our premier support.
Support your event
Let's help make your event a success
Our staff is available to participate in service bureau in-person or virtual training events.
Bilingual support
Support for you and your EROs
We are fully staffed with Spanish speakers across various departments including bilingual product specialists.
Personalized webinar
Tailored to your offices
Account managers provide a personalized webinar for your EROs at the start of each tax season.
Staff users
Give your staff access to your sbtpg account
NEW! Now service bureaus can give business partners and staff access to their sbtpg account.
Manage your business at a glance
One login unlocks access to all data under you
One login gives you access to all of your data. Filter your view of our website by any business under you, to see what they see.
- Drill-in to related reports from the dashboard
- See recent payments, funded clients & more
- Summary view for tax pros with multi-office EROs
Robust loan programs
Tailored to you or your clients' needs
Standard loan programs
Our retail loan programs lead the industry
$7,000 Fast Cash Advance
Available through mid-March
Give clients an industry-leading refund advance program, with over 8 out of 10 loans approved.2
Pre-season capital available Oct. 3
Cash flow to fund ERO office setup
We offer tax professionals advance loans up to $67,800 available to qualified tax pros starting Oct. 3.3
In-season ERO fee advance
Cash flow help to fund ERO success
Qualified tax professionals can get an advance on their tax preparation fees of up to $338,800 available to help them ramp up for tax season.3
Exclusive loan program
Use our capital to build loyalty and trust with clients
Create your own advance program
You determine the offices that receive an advance loan
Qualified service bureaus can receive a lump sum of capital which can be used to issue advance loans to qualified EROs, and we will collect from the funded tax preparation fees.5
Experience the difference
Request a demo and see what sets us apart
1 Marketing materials are available to tax professionals enrolled in our standard Refund Transfer program.
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 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 in amounts from $500-$7,000 and are offered both pre-IRS acknowledgment of the tax return and 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 Must opt-in by February 16 to qualify. Advances subject to approval. Must be enrolled in standard Refund Transfer program to qualify. All discount programs offered through TPG are excluded from this program. Advances provided by Green Dot Bank, Member FDIC. Check with transmitter for availability.
4 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.
Referral fee paid monthly to qualified tax professionals by Santa Barbara TPG. Referral fee is 10% of the service fee paid by the taxpayer to Community Tax for tax resolution services. TPG may be paid for your referral. Neither Santa Barbara Tax Products Group or Green Dot Corporation, nor any of their respective affiliates are responsible for the products or services provided by Community Tax, LLC. Fees, terms and conditions apply.
5 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.
6 Separate fees apply for the Marketing Pro service.
7 Separate fees may apply.
8 Check with transmitter for availability. To qualify you must have 20 or more taxpayers that applied for the Refund Transfer with 85% or more of those Refund Transfers receiving IRS and/or State funding.
Please check with your software provider for program and product availability. Refund Transfers are deposit products using Green Dot Bank, Member FDIC that enable certain deductions from the account to be processed. Refund Transfers are not loans. Tax refund and e-filing are required in order to receive Refund Transfer. Fees apply. 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.