Why wait to buy software?

Purchase tax prep software without paying up-front1

Software Purchase Assistance

Purchase software today

With a $0 cost/0% interest software loan


Must process 35+ Refund Transfers with 85%+ funding rate to qualify*


No cost

7 mo

Available June 1 - January 1

* To qualify you must have 35 or more taxpayers that applied for the Refund Transfer with 85% or more of those Refund Transfers receiving IRS and/or State funding.

Lock in your tax software purchase

You may qualify if you processed 35+ RTs last tax season

Apply for a loan to purchase tax preparation software with Software Purchase Assistance (SPA). The loan is repaid from the tax preparation fees withheld from IRS or State funded Refund Transfers.


  • Biggest discount - some software providers offer discounts for purchasing software early
  • Piece of mind -  eliminate worry by securing your software today
  • No cost - this is a $0 loan - seriously!
  • Convenience - software purchase is conveniently repaid during tax season

Applying is easy

Don't pay more by waiting to purchase your software


Confirm availability

Contact your software provider

Confirm you are using Santa Barbara TPG and want to purchase software using Software Purchase Assistance.



Complete a short application

Complete the brief application provided by your software provider and they will submit the completed application to TPG.


Get a Decision

Receive notification of loan decision

You will be notified of the loan decision within 7 business days. You'll receive software with the initial release.

Available through Dec. 31

Contact your software provider to get started2

1 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.

2 All third-party names and logos are trademarks of their respective owners. These owners are not affiliated with TPG or GO2bank and have not sponsored or endorsed TPG or GO2bank products or services.