Software Purchase Assistance

Purchase tax preparation software today without paying up-front

Purchase tax prep software today

Must process 35+ Refund Transfers with 85%+ funding rate to qualify*
No cost
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.

INDUSTRY'S LOWEST MINIMUM RT VOLUME REQUIREMENTS

Lock in the best price

Take advantage of discount prices

Satisfied Software Purchase Assistance client

What you get

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

 

+ Biggest discount - get the largest discount by purchasing software early

+ Piece of mind -  eliminate worry by securing your software today

+ No cost - this is a $0 loan - there's no catch!

+ Convenience - software purchase is conveniently repaid during tax season

Applying is easy

Don't pay more by waiting to purchase your software

1

Contact

Contact your software provider

Let them know you are using Santa Barbara TPG next tax season and want to purchase software using Software Purchase Assistance.

2

Apply

Complete a quick application

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

3

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 now

Software Purchase Assistance is available with the following software providers

Contact your software provider for more information.

Purchase your software today