Earn a $250 referral bonus
Bonus card in mail

Receive a $250 Gift Card

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 tax pro 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
Why make the upgrade to TPG?

Get an overview of what we're offering for 2019 and learn why tax pros should make the upgrade to TPG.

Refer a tax professional & earn $250

Fill out the form for every tax pro you are referring to TPG, and get paid for everyone that makes the switch. See rules below.*

* Application for referral bonus must be received by February 1, 2019. Applicant must be active client of Santa Barbara Tax Products Group (TPG) during 2019 calendar year. Referred client must be active during 2019 calendar, 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 2018 calendar year.

2019 Refund Transfer volume calculated on May 1, 2019. $250 Walmart MoneyCard gift card issued June 1, 2019. If applicant submits multiple referrals, all referrals will be loaded to a single gift card.