Refer a Tax Pro

This promotion ended Feb. 1, 2020

Thanks to all who participated!

Referral bonuses will be issued to qualified tax professionals by June 1, 2020.

Bonus card in mail

Receive $250

for every referral that switches to TPG*

If you are a Santa Barbara Tax Products Group (TPG) client and you refer another tax pro to TPG, you can earn $250 for every ERO that switches from their current bank to TPG.

  • No limit on what you can earn - receive $250 for every tax pro that switches to TPG
  • Get summer vacation money - cards issued June 1st

* Application for referral bonus must be received by February 1, 2020. Applicant must be active client of Santa Barbara Tax Products Group (TPG) during 2020 calendar year. Referred client must be active during 2020 calendar year, enrolled in our Standard Refund Transfer program with 100+ funded Refund Transfers to qualify for $250 incentive. Referred client cannot be existing TPG client that used TPG during 2019 calendar year.

2020 Refund Transfer volume calculated on May 1, 2020. $250 Walmart MoneyCard issued June 1, 2020. If applicant submits multiple referrals, all referrals will be loaded to a single card.