2019-20 Santa Barbara TPG Banks Products Overview

Santa Barbara TPG logoWe are happy to announce that the fees for 2019 are the same as the 2018 season!

Santa Barbara Tax Products Group Fees
Bank Fee $39.95
Technology | Transmitter Fee $27.00
Service Bureau Fee $20.00
Total Fees to Client $86.95

Great news! There’s no price hike on TPG’s bank fees. As early as November 2019, you can start planning your TPG bank product price structure to offer better service to your clients.

Why Choose TPG?

Available on the first day of filing

Offer TPG Bank Products to your clients as early as January 2, 2020. Your clients can immediately get their tax refund to start their year right. Deliver faster and get higher customer satisfaction with this offer.

No cost to you

TPG’s fees are withheld from your client’s refund. There’s absolutely no cost to you to provide this viable financial solution for your customers. Gain customer loyalty without any additional operating costs.

Secure deposit

As soon as your client’s refund goes through, you’ll receive your tax preparation fees immediately. Get your money directly deposited into your account without any additional cost.

Clients can choose how to receive their money

There are different options for your client to receive their money:

  • Walmart MoneyCard - clients can get their money once they leave your office.
  • Cashier’s Check - print cashier’s checks from your office.
  • Direct Deposit - issue funds to your client’s bank account
  • Direct2Cash - clients can pick up their cash in participating Wal-Mart stores

FREE marketing materials

Get FREE Marketing Materials to help your clients know that you offer TPG products. What you’ll get:

  • Premium Materials - high-profile banners and new yard sign
  • Direct Mail - personalized postcards to send to current and potential clients
  • Digital Materials - access tons of digital ads that you can share in your business’ website, social media, and email

Plus, you’ll get access to these Tax Products:

Tax pro products to get cash quicker

PreSeasonFUNDS7 Preseason advance for tax pros to fuel business growth
Advance Amount ADVANCE AMOUNT
UP TO $40,000
Available
AVAILABLE
STARTING NOV. 1
MUST OPT-IN BY DEC. 15
Tax Pro Qualifications TAX PRO QUALIFICATIONS
EXISTING TPG CLIENTS MAY QUALIFY
Processing Time PROCESSING TIME
MONEY ISSUED WITHIN 2 BUSINESS DAYS OF APPROVAL
Ero Fee ERO FEE
$45 FOR EVERY
$1,000 ADVANCED (NOV)
$30 FOR EVERY
$1,000 ADVANCED (DEC-JAN)

1 Pick up tax refund proceeds at participating Walmart locations when using this paperless tax refund disbursement service. Not available for disbursements over $7,500. The customer must obtain a Refund Transfer (separate fees apply). Fees and limitations apply.


SimplyPAID8 In-season advance for tax pros to help with cash flow during tax time
Advance Amount ADVANCE AMOUNT
UP TO $175,000
Available
AVAILABLE
1ST DAY OF FILING
THRU FEB. 20
Tax Pro Qualifications TAX PRO QUALIFICATIONS
EXISTING AND NEW TPG CLIENTS MAY QUALIFY
Processing Time PROCESSING TIME
ADVANCE ISSUED UPON IRS ACK
Ero Fee ERO FEE
1.25% FOR EVERY
$100 ADVANCED

2020 Loan Program

If you used TPG last year, you may be eligible to offer advances to your clients this year. Offer loans from $500-$6,000 (depending on your client’s tax refund amount). TPG’s Marketing Fee is only $39.95. There’s NO ERO FEE when clients receive a post-IRS Acknowledged (Post-ACK) Fast Cash Advance up to $6,000 on a Walmart MoneyCard.

Want More Incentives?

FREE tax software

Never pay for your tax software again when you choose UltimateTax and TPG. Simply fund 30 bank products every year, and claim your free tax software for next year’s tax season. Save a lot of operating costs for your primary tax preparation tool.

Get rebates

Fund 50 bank products using UltimateTax and TPG and qualify for a rebate! You get paid for all funded bank products after the 50th. UltimateTax pays incentives well over $1,000 each and every season. With the right combination of UltimateTax and TPG bank product volume, you could be on your way to earning extra at the end of the season!

About Santa Barbara Tax Products Group

Founded in 1991, Santa Barbara Tax Products Group (TPG) became a Green Dot company in 2014. TPG serves consumers nationwide with tax-related financial products and services that provide value, are fairly priced and satisfy consumer needs. TPG offers tax-related financial products through a network of tax preparation franchises, independent tax professionals and online tax preparation providers. TPG is located in San Diego, California.

UltimateTax has been a partner with TPG since 2006. The fees with TPG are $39.95 for the bank fee. Other fees include fees from the transmitters and the service bureau. Our average fee for a refund transfer for the past few years was $86.95 per funded bank product. Additionally, based on volumes your tax office can receive rebates and free software.

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