Why wait to buy your software?

Purchase tax preparation software now without paying anything up-front

Software Purchase Assistance

Purchase 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.


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 (SPA). 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

+ Peace 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



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.



Complete a quick application

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


Get a Decision

Receive notification from TPG

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

Available now

Contact your software provider for more information