More tax products to grow your tax practice

See what's available when you make the upgrade to Santa Barbara TPG

bank products for tax preparers

NEW! Attract clients with a refund advance up to $7,000 Jan. 2 thru Mar. 17.1

grow your tax practice

Get paid in days instead of weeks with a fee advance and you'll have cash for payroll and office expenses. 6

tax products

Ready to use marketing templates and business management tools you can access anywhere.7

tax-related bank products

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

Tax preparation fee collection

Spend more time preparing returns and less time collecting fees when you use Auto Collect to collect your fees.5

Tax preparation software purchase assistance

Get tax software today without paying up-front with a $0 no-cost loan- there's no catch!8


Help clients manage their money, plus you can earn up $39.95 for every card you process.3

Free marketing for tax pros

Attract clients with free digital ad artwork and print marketing materials - all available in English and Spanish.4

Direct mail for tax pros

Direct mail for qualified returning clients helps our tax pro partners retain more clients.9

Merchant services

Give clients more payment options with credit and debit card processing.10

Social media

Download FREE video content in English and Spanish for social media promotion.

Tax debt resolution

Offer tax debt resolution & IRS representation services and expand the services you offer11

What tax pros think


Make the upgrade to TPG

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.

2 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.

3 Incentive paid as long as IRS tax refund is loaded on 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 loaded onto 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.

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.

4 Available to tax professionals enrolled in our standard Refund Transfer program. Materials available while supplies last. Additional cost for premium marketing materials.

5 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.

6 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.

7Separate fees apply for the Marketing Pro service.

8 Advance is subject to approval. Must enroll 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.

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

10 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.

11 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.