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SETTLE FOR MORE

Get the resources you need at tax time to attract and retain clients

Tax-related products and cash advance solutions for Tax Pros

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No up-front costs for your clients

Give your client the option to pay with their refund using a Refund Transfer1, and there's nothing to pay up front. Once TPG receives the refund, your fees are withheld and paid by direct deposit.

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Taxpayers choose how to receive their money

Clients that pay with their refund can choose how to receive their refund including direct deposit, check, Walmart MoneyCard2 or cash at any Walmart store.

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Don't wait to get paid
Get paid right away during tax season

SimplyPAID

Tax preparation fee advance

 

The in-season fee advance will advance your tax preparation fees upon IRS acknowledgment so you get paid in days, not weeks. TPG will advance 70% of your requested fees.3

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Attract and retain more clients

FastCashADVANCE

Offer clients a tax time cash advance

Attract and retain more clients with the tax time advance that gets clients cash before they can access their refund. The application process is easy, and clients can receive money by Walmart MoneyCard or check4

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Attracting taxpayers into your office

Marketing materials that work
Partner with TPG for access to more free resources

Premium marketing kits
Free marketing kits
digital-ads
Free digital advertising
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Free print materials
Direct mail postcards
Free direct mail5
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Bilingual digital and print ads