Big changes to our tax refund advance loan

Tax refund advance

Introducing our enhanced tax refund advance loan $7,000 tax refund advance loan available through Mar. 17 The refund advance that helps you attract and retain clients As tax professionals prepare for the upcoming tax season, Santa Barbara Tax Products Group (sbtpg) is announcing two big enhancements to our 2023 Fast Cash Advance program.   Larger…

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Off to strong start in 2020

Start of tax season

Summary of our early season performance Ready or not, another tax season is here, and we’re off to a strong start. Here’s a quick look at what we’re seeing at the beginning of tax season. 2X MORE APPROVED FAST CASH ADVANCE LOANS 1IN4 TAXPAYERS SELECTED A WALMART MONEYCARD  26% INCREASE IN LOAN APPROVAL RATES 140%…

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Free resources to attract clients

Fast Cash Advance email template header

Free Fast Cash Advance email templates Want help getting clients back in your office at tax time? We created a set of three email templates for tax professional partners offering Fast Cash Advance. Whether you are a seasoned pro with email marketing, or just starting to experiment with sending your clients automated messaging, TPG makes…

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Solutions for refund delays

UPDATE 1-25-19 – President Trump announced agreement reached with congressional leaders to reopen the government for 3 weeks. Ongoing concern about refund delays Despite the IRS announcement that refunds will be issued during the government shutdown and President Trump’s announcement that an agreement may have been reached to reopen the government for 3-weeks, there is…

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Enroll today & get more clients tomorrow

enroll today-more clients tomorrow

Enroll now & get more clients We’re in a changing industry (stating the obvious) Our industry is evolving rapidly as our market has matured and tax professionals fight to maintain market share. Many tax professionals have given up on growth and are simply trying to fight attrition or maintain current numbers. 83% of tax pros…

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Free Email Marketing

Free email reminders sent on your behalf Tax professionals that opted-in to the Fast Cash Advance program in 2018 and again for 2019 will receive free email marketing. We will send free email reminders to their taxpayers, reminding them to return to their tax professional at tax time for a pre-qualified offer for a Fast Cash Advance.*…

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Fast Cash Advance – Big News for 2019

Four major enhancements for 2019 Offer Fast Cash Advance and grow your tax office Enroll in our Standard Refund Transfer program, offer the Fast Cash Advance and you’ll have access to the advance loan designed to help you grow in 2019. You’ll have the loan program you need to succeed and the marketing resources you…

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Advance Plus available thru more offices

Expanded Access to AdvancePLUS Tax season is just around the corner and Santa Barbara Tax Products Group (sbtpg) is excited to announce that even more tax professionals will be able to offer AdvancePLUS in 2018.1  Tax professionals with a prior-year Refund Transfer funding rate 80% or higher can now offer AdvancePLUS. If you have a prior year…

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