More tax products to grow your tax practice
See what's available when you make the upgrade to Santa Barbara TPG
Attract clients with a refund advance up to $7,000 Jan. 2 thru Mar. 15.1
Get paid in days instead of weeks with a fee advance. Have cash for season startup expenses.2
Ready to use marketing templates and business management tools you can access anywhere.3
Service more clients by giving them the option to pay with their refund at no cost to you.4
You and your business clients may qualify for the ERC. We've made it easy to apply.5
Use Auto Collect and spend more time preparing returns and less time collecting your tax prep fees.6
Offer tax debt resolution & IRS representation services and expand the services you offer.7
Get tax software today without paying up-front with a $0 no-cost loan- there's no catch.8
Help clients manage their money, plus you can earn up to $10 or $39.95 for every card you process.9
Give clients more payment options with credit and debit card processing.10
Attract clients with free digital and print marketing materials - all available in English and Spanish.11
Download FREE video content in English and Spanish for social media promotion.
Make the upgrade to TPG
1 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.
2 Must opt-in by December 31 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.
3 Separate fees apply for the Marketing Pro service.
4 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.
5 Employee Retention Credit services provided by Global Government Partners which is not an affiliate of Santa Barbara Tax Products Group or Green Dot Corporation. Taxpayer pays a separate fee for this service.
6 AutoCollect 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.
7 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.
8 Advance is subject to approval. Must enroll in Standard Refund Transfer program to qualify; all discount programs offered through TPG are excluded from this program. Software Purchase Assistance advances provided by Green Dot Corporation. Check with transmitter for availability.
9 $10 incentive or $39.95 incentive paid as long as IRS tax refund is deposited to the Green Dot Prepaid Visa® Card. IRS tax refund deposit must be received by 5/31/24. $10 incentive paid by 6/30/24 for taxpayers with IRS-funded Refund Transfer deposited to a Green Dot Prepaid Visa® Card. $39.95 incentive paid by 6/30/24 for taxpayers with Fast Cash Advance and IRS-funded Refund Transfer deposited to a Green Dot Prepaid Visa® Card. Tax professionals using discount programs do not qualify. If enrolled through a service bureau, please check with bureau associate for details on incentive payment. Must be enrolled in the standard Refund Transfer program to qualify for standard pricing; all discount programs offered through TPG are subject to other pricing. A 1099 may be issued for incentive payments exceeding $600. Green Dot cards available while supplies last.
Green Dot® card is issued by Green Dot Bank, Member FDIC, pursuant to a license from Visa U.S.A., Inc. Visa is a registered trademark of Visa International Service Association. Green Dot Bank also operates under the following registered trade names: GO2bank, GoBank and Bonneville Bank. All of these registered trade names are used by, and refer to, a single FDIC-insured bank, Green Dot Bank. Deposits under any of these trade names are deposits with Green Dot Bank and are aggregated for deposit insurance coverage up to the allowable limits.
10 Online payments provided by AffiniPay, LLC, which is not an affiliate of Santa Barbara Tax Products Group. Separate fees for this service apply. CPACharge is a registered agent of Wells Fargo Bank, N.A., Concord, CA and Citizens Bank, N.A.
11 Available to tax professionals enrolled in our standard Refund Transfer program. Materials available while supplies last. Additional cost for premium marketing materials.