Get a tax pro fee advance & get what you need
Tax preparation fees advanced so you get paid right away1
Cash flow for the start of tax season
Even tax pros with credit problems can qualify
Get up to $338,8001
70% of your tax preparation fees are advanced
New and existing sbtpg clients may qualify
Available first day of filing
1.5% fee for every fee advance payment
How it works
File return
We receive your tax prep fee amount with your client's Refund Transfer application.
Fee advanced
When the return is acknowledged we advance 70% of your tax prep fee via direct deposit.2
Repay advance
We collect the advance from your funded fees until it's repaid.
Need cash flow before tax season?
Up to $67,800 per tax pro available starting in November.1
Apply today
1 Must opt-in by February 16 to qualify. Advance is subject to approval. Must be enrolled in Standard Refund Transfer program to qualify; all discount programs offered through Santa Barbara Tax Products Group are excluded from this program. Advances provided by Green Dot Bank, Member FDIC. Check with transmitter for availability.
2 SBTPG will advance 70% of the tax preparation fee (minus the 1.5% fee) up to a maximum amount of $600 (per accepted RT).