We Mean Business

Enroll with TPG and get more tools for growing your tax preparation business

Promote your practice like a pro
The digital marketing platform for tax pros

Marketing Pro reversed
Now available from Santa Barbara TPG
  • Promotional emails
    Promotional email & SMS text message templates
  • Website landing page
    Website landing page & secure client portal
  • Client retention management
    Client management & online appointment scheduling
Amazon Promo

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

Tax professional with free loan
Software Purchase Assistance

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.8

Setting up new office
Pre Season Funds

Cash flow help available in November

Get up to $40,000 in cash flow to help with season startup expenses available starting in November.4 Now also available to new clients!

Tax Pro receiving funds
Simply Paid

Get paid right away during tax season

Get your tax preparation fees paid in days, not weeks with our in-season fee advance. Up to $175,000 is available to qualified tax pros.5

Tax Pro Report Card


Get insights for improving your digital strategy

Give clients more payment options
For tax time and all year long

Paying by Refund Transfer
Refund Transfer logo

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.

Man worried about collections
Auto Collect logo

Collect payment 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.7 You only pay for fees that are successfully collected.

Tax professional accepting credit card

Credit and Debit Card Payments

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.9

Advertising that gets results
Free marketing resources and premium displays

Social Media Icon

Free taxpayer emails

Tax Pro Search

Free Tax Pro Directory listing

Spanish advertising

Free Spanish materials

Premium items

Premium materials available

Marketing Kit

Free marketing kits

Brochure icon

Free print advertising

Social media marketing icon

Free digital advertising

2021 client retention postcard mailer

Free direct mail*

Why choose TPG?

See why clients recommend TPG


Join TPG today

Get the resources you need to succeed