Santa Barbara TPG

Santa Barbara TPG Banks Products Overview

Santa Barbara TPG

To enroll you will log into your account portal with UltimateTax to sign up.

To review the full details for the TPG Program click the button.

Santa Barbara Tax Products Group Fees

UltimateTax

Bank Fee$44.95
Technology | Transmitter Fee$28.00
Service Bureau Fee$20.00
Total Fees to Client$92.95

Why Choose TPG?

Available on the first day of filing

Offer TPG Bank Products to your clients as early as January 2. 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:

  • GO2Bank – Be in control of your tax refund faster with the mobile app.
  • 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

PreSeasonFUNDS:

Preseason advance for tax pros to fuel business growth

ADVANCE AMOUNT

UP TO

$67,800

AVAILABLE

STARTING NOV. 1 MUST OPT-IN BY DEC. 15

TAX PRO QUALIFICATIONS

EXISTING TPG CLIENTS MAY QUALIFY

PROCESSING TIME

MONEY ISSUED WITHIN 2 BUSINESS DAYS OF APPROVAL

ERO FEE

$45 FOR EVERY
$1,000 ADVANCED (NOV)

$30 FOR EVERY $1,000 ADVANCED (DEC)

Check with www.sbtpg.com for current season program.

SimplyPAID:

In-season advance for tax pros to help with cash flow during tax time

ADVANCE AMOUNT

UP TO

$338,800

AVAILABLE

1ST DAY OF FILING THRU FEB. 20

TAX PRO QUALIFICATIONS

EXISTING AND NEW TPG CLIENTS MAY QUALIFY

PROCESSING TIME

ADVANCE ISSUED UPON IRS ACK

ERO FEE

1.5% FOR EVERY
$100 ADVANCED

2023 Loan Program

If you used TPG last year, you may be eligible to offer advances to your clients this year. Offer loans from $500-$7,000 (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 $7,000 on a Walmart MoneyCard.

Santa Barbara TPG

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!

Santa Barbara TPG

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 $44.95 for the bank fee. Other fees include fees from the transmitters and the service bureau. Additionally, based on volumes your tax office can receive rebates and free software.

If you are already an UltimateTax customer

If you are not yet a current customer… get a free demo to see if UltimateTax is right for you!