We are happy to announce that the fees for 2020 are the same as the 2019 season!
|Santa Barbara Tax Products Group Fees|
|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 2020, you can start planning your TPG bank product price structure to offer better service to your clients.
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.
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.
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.
There are different options for your client to receive their money:
Get FREE Marketing Materials to help your clients know that you offer TPG products. What you’ll get:
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.
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.
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.
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!
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.