See what's available 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

Software Purchase Assistance

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

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Feel free to start attracting clients Jan. 2nd with a taxpayer advance up to $6,000.1 Now available with direct deposit!

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

Make the upgrade

Get paid in days instead of weeks with our Simply Paid fee advance and you'll have cash for payroll and other office expenses.3

Auto Collect

Spend more time preparing returns and less time collecting fees when you use Auto Collect to collect your fees.4

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Promote your tax practice like a pro with pre-built digital marketing tools designed for tax pros.5

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Attract clients with free digital ads for your online ad efforts, and print marketing materials for your office - all available in English and Spanish.6

Amazon Promo

Attract attention with our Amazon promotion and a chance to win $1,000 every week at tax time.7

2021 direct mail postcard

Direct mail for qualified returning clients helps our tax pro partners retain more clients.8

Tax Pro Marketing Course

Get a free digital marketing report card with personalized tips for getting ahead of competitors.

Tax Pro Marketing Course

Take this free two-week marketing course designed specifically for tax professionals.

Credit and Debit Card Payments

Give clients more payment options with credit and debit card processing.9

More social media content

Download dozens of FREE videos and digital ads for social media promotion.

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