$250 Refer a Tax Pro header

It pays to refer other tax pros to TPG

If you are a Santa Barbara TPG client and you refer another tax pro to TPG, you can earn up to $250 for every ERO that switches from their current bank product provider to Santa Barbara TPG. There's no limit on what you can earn, so refer as many tax professionals as you want.

$100

Paid to you when your referral processes 50+ Refund Transfers*

$250

Paid to you when your referral processes 100+ Refund Transfers*

* Application for referral bonus must be received by February 1, 2021. Applicant must be active client of Santa Barbara TPG during 2021 calendar year. Referred client must be active during 2021 calendar, enrolled in our Standard Refund Transfer program with 100+ funded Refund Transfers to qualify for $250 referrer incentive or 50+ funded Refund Transfers to qualify for $100 referrer incentive. Referred client cannot be existing TPG client that used TPG during 2020 calendar year. 2021 Refund Transfer volume calculated on May 1, 2021. Referral bonus issued June 1, 2021. If applicant submits multiple referrals, all referrals will be paid in a single payment.