We've got more for tax professionals
Up to $175,000 available to qualified tax pros1
Tax professionals enrolled with Santa Barbara Tax Products Group (sbtpg) for 2020 may now qualify for up to $25,000 more in pre season cash flow and fee advance capital. We have increased our investment in the success of independent tax professional partners, providing access to more capital, earlier than ever. Here's what's new for 2020.
Over 2X more capital for 2020
Up to $40,000 available pre-season
We increased the amount of pre-season cash flow available to tax professionals by as much as $25,00, more than doubling the maximum amount available to clients. With up to $40,000 in pre-season cash flow available to existing clients, it pays to partner with sbtpg.
Cash flow now available November 1st!
Enroll now
We now offer cash flow starting November 1st, giving you access to capital for an additional month. Enroll now to get cash flow before season starts to help pay for advertising and season startup expenses.
Get an edge
Get an edge on your competitors with cash flow to help you prepare for tax season
Storefront
Staffing
Supplies
Advertising
Up to $25,000 more available in-season
Available for new and existing clients
Our in-season fee advance limits have been raised by as much as $25,000, so whether you're new to sbtpg or a long term client, you may have access to even more cash flow at the start of tax season.
Why wait to get paid?
Like giving clients the option to pay for tax preparation with their refund, but don't want to wait for funding of the refund to get paid? Opt-in to Simply Paid. A portion of your fees are advanced upon IRS acknowledgment of your client's return, so you get paid in days, not weeks.
Maximum of up to $175,000 available to each tax pro
Available for new and existing clients
Our in-season fee advance limits have been raised by as much as $25,000, so whether you're new to sbtpg or a long term client, you may have access to even more cash flow at the start of tax season.
Enroll with sbtpg and get access to even more capital, earlier than ever to help you grow your tax preparation business.
1 Amount includes $40,000 pre-season advance which may be selected in-season or pre-season to qualified and existing Santa Barbara Tax Products Group (sbtpg) clients. Must opt-in by December 31st to qualify.
Advances subject to approval. Must be enrolled in Standard Refund Transfer program to qualify; all discount programs offered through sbtpg are excluded from this program. Pre Season Funds available only to prior sbtpg clients. Advances provided by Green Dot Bank, Member FDIC. Check with transmitter for availability.