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See what you can get with TPG

Make the switch to Santa Barbara TPG

TPG offers more to help you grow

Here's just a taste of what's available to help you grow your business

Fast Cash Advance

Feel free to start attracting clients Jan. 2nd with a taxpayer advance up to $6,000.1

Collect payment with the Refund Transfer

Service more clients by giving them the option to pay with their refund at no cost to you.2

Walmart MoneyCard - the fastest

There isn't a faster way to issue refunds, plus you can earn up $39.95 for every card you process.3

More free marketing resources

Attract clients with free digital ads for your online ad efforts, and print marketing materials for your office - all available in English and Spanish.

Auto Collect

Spend more time preparing returns and less time collecting fees when you use Auto Collect to collect your fees. 

Fee Advance up to $175,000 available

Get paid in days instead of weeks with our Simply Paid fee advance and you'll have cash for payroll and other office expenses. 4

Refer a tax pro

Refer another tax professional to Santa Barbara TPG and you may earn $250 for every referral.

Software Purchase Assistance

Get tax software today without paying up-front with a $0 no-cost loan- there's no catch!

Direct mail program

Direct mail for qualified returning clients helps our tax pro partners retain more clients.

Tax Pro Marketing Course

You don't have to be a client to benefit from this two-week marketing course designed specifically for tax professionals.

Customer Support Experts

Get reliable and knowledgeable live support in English and Spanish and instant answers from our Help Center.

Tax Office Makeover

Submit your entry into our $25,000 Tax Office Makeover and you could win a complete office and brand makeover.

Here to help

See how TPG helps tax professionals like you


Make the upgrade to TPG

Enroll with TPG today and get the support you need to grow