Forward together

Accelerate the growth of your tax practice

Give clients more payment options


At tax time and all year long

TPG products
Refund Transfer

Give clients a pay-by-refund option

Give your client the option to pay for tax prep with their refund, and there's nothing to pay up front. Once TPG receives the refund, your fees are withheld and paid by direct deposit.1

TPG tax products
Auto Collect

Collect payments from past due clients

For the handful of clients that pay-by-refund and don't receive funding, use Auto Collect and collect from past due clients.2 You only pay for fees that are successfully collected.

Merchant Services
Credit and Debit Card Processing

Give clients more ways to pay for your services

Whether accepting credit or debit payments online or in your office, offer payment options that work for your clients. Collect fees all year long for professional services you offer.3

Products to help you compete
Set your office apart at tax time

$7,000 Fast Cash Advance
fast cash advance

NEW! Attract more clients with more money in 2023

Compete with large tax offices and attract or retain more clients with a tax time advance. NEW! Up to $7,000 available Jan. 2 thru Mar. 17. Offer cash before they can access their refund.4,5 There's no ERO fee* when clients receive their refund and post-ACK advance loan on a GO2bank Visa® Debit Card.6

Hire a tax preparer

A great way to issue Refund Transfers

Clients that select the Refund Transfer can now open a GO2bank account and access their refund using a GO2bank™ Visa® Debit Card. Clients that choose GO2bank are notified when their refund is ready, you can earn a $39.95 incentive7, and you receive additional free marketing resources for your office.8

Tax Debt Resolution
irs representation

Offer tax debt resolution & IRS representation services

Have balance due clients that require tax debt resolution and IRS representation services that you don't offer? Don't send clients to a competitor. Partner with tax debt resolution specialists to provide above and beyond protection to your clients without investing time and resources to offer these services internally.9

* After $39.95 incentive.

Cash flow to fund your growth
Up to $175,000 in cash flow for Tax Pros

Happy tax pro
Tax preparation software loan

Purchase software with a no cost loan

Get a no cost loan and purchase your tax preparation software today.  Lock in the best software renewal costs without paying out of pocket.10

Funding for tax pros
Tax pro advance

Cash flow help available in November

Get up to $40,000 in cash flow to help with season startup expenses. Available to new and existing TPG clients starting in November.11

ERO fee advance
Tax pro fee advance

Skip the wait to get paid with a fee advance

Get an advance on your tax preparation fees so you get paid in days, not weeks. Up to $175,000 available to qualified tax pros.11

Advertising that gets results
Free marketing resources and premium displays8

Free Spanish materials

Free online listing

Free print advertising

Free digital advertising

Free marketing kits

Free direct mail12

Email marketing for tax practice

Promote your tax practice like a pro

Get the marketing platform for tax pros13

Web presence

Establish a web presence with a landing page to attract clients and promote the products and services you offer. Your website includes a secure client portal for exchanging documents with clients.

Email and text message marketing

Get a jump on competitors with pre-built promotional email and text message templates. Save time with automated email and text message updates sent directly to your clients.

Online scheduling and calendar

Share your calendar so new and existing clients can book an appointment from your website, Facebook page, email or Google.* Automated reminders save you time and help you avoid no-shows.

*Available with the free Google or Facebook integration.

Manage clients with your CRM

Track client activity, including marketing activity, conversations, documents, and more from an easy-to-use Client Retention Management (CRM) system.

marketing for tax professionals

Why choose TPG?

See why clients recommend TPG


Join TPG today

Get the resources you need to succeed


1 Refund Transfers are deposit products using Civista Bank, Member FDIC, that enable certain deductions from the account to be processed. Refund Transfers are not loans. Tax refund and e-filing are required in order to receive Refund Transfer. Fees apply. Terms and conditions are subject to change without notice. Ask your preparer about other IRS e-file options, some of which are provided at no additional cost.

2 AutoCollect is an optional service provided by Santa Barbara Tax Products Group, LLC.  Fees apply to the ERO only with respect to successful collections.  TPG is facilitating collections that are being made directly through EROs.

3 Online payments provided by AffiniPay, LLC, which is not an affiliate of Santa Barbara Tax Products Group.   Separate fees for this service apply. CPACharge is a registered agent of Wells Fargo Bank, N.A., Concord, CA and Citizens Bank, N.A.

4 Pre-ACK Fast Cash Advance available Jan. 2. In-season Fast Cash Advance available first day of filing.

5 Fast Cash Advance is an optional tax-refund related loan provided by First Century Bank, N.A., member FDIC (it is not the actual tax refund) and is available at participating locations. The amount of the loan and applicable interest will be deducted from tax refunds and reduce the amount that is paid directly to the taxpayer from the refund. Fees for other optional products or product features may apply and will be disclosed at the time of application. Tax returns may be filed electronically without applying for this loan. Loans are offered in amounts from $500-$7,000 and are offered both pre-IRS acknowledgment of the tax return and post-IRS acknowledgment of the tax return. All loans have an Annual Percentage Rate (APR) of 35.99%. For example, for a loan of $2,000 with a repayment period of 30 days, the total amount payable in a single payment is $2,059.16 including principal and interest. Not all consumers will qualify for a loan or for the maximum loan amount. Offer and terms subject to change at any time without prior notice.

6 Cards issued by GO2bank, Member FDIC, pursuant to a license from Visa U.S.A., Inc. Visa is a registered trademark of Visa International Service Association. GO2bank also operates under the following registered trade names: Green Dot Bank, GoBank and Bonneville Bank. All of these registered trade names are used by, and refer to, a single FDIC-insured bank, Green Dot Bank. Deposits under any of these trade names are deposits with Green Dot Bank and are aggregated for deposit insurance coverage up to the allowable limits.

7 Incentive paid as long as IRS tax refund is deposited to the GO2bank Visa® Debit Card. IRS tax refund deposit must be received by 5/31/23. $39.95 incentive paid by 6/30/23 for taxpayers with Fast Cash Advance and IRS-funded Refund Transfer deposited to a GO2bank Visa® Debit Card. If enrolled through a service bureau, please check with bureau associate for details on incentive payment. Must be enrolled in the standard Refund Transfer program to qualify for standard pricing; all discount programs offered through TPG are subject to other pricing.

8 Must be enrolled in our Standard Refund Transfer program. Available while supplies last.

9 Tax debt resolution services provided by Community Tax, LLC which is not an affiliate of Santa Barbara Tax Products Group or Green Dot Corporation. Taxpayer pays a separate fee for this service.

10 Advance is subject to approval. Must be enrolled 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.

11 Must opt-in by December 31 to qualify. Advances subject to approval. Must be enrolled in Standard Refund Transfer program to qualify. All discount programs offered through TPG are excluded from this program. Pre Season Funds available only to prior TPG clients. Advances provided by Green Dot Bank, Member FDIC. Check with transmitter for availability.

12 Available to returning clients with 100+ applied Refund Transfers.

13 Separate fees apply for the Marketing Pro service.