News

All the latest news & information

Strategic planning

March 20, 2020

Managing a tax practice during a crisis Our business continuity guide As all of our…

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$25,000 Tax Office Makeover winner

February 21, 2020

Our $25,000 Tax Office Makeover winner After weeks of deliberation our $25,000 Tax Office Makeover…

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Karyn Chapman in new office

Tax Office Makeover – one year later

January 28, 2020

How did the makeover help our winner? How has this helped Guardian Tax? The filming…

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Office Makeover - Behind the scenes

January 28, 2020

The untold Tax Office Makeover story Take a look behind the scenes Unfortunately, there is…

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Behind the transformation

Tax Office Makeover – behind the brand transformation

January 28, 2020

More than just a Tax Office Makeover A new office look and professional brand doesn’t…

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January 27, 2020

How to run random promotions We used to have a promotion called “$5,000 Fridays in…

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Online Payments header

January 20, 2020

Credit and debit card payment processing now available It’s easy to accept credit and debit…

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Start of tax season

Off to strong start in 2020

January 16, 2020

Summary of our early season performance Ready or not, another tax season is here, and…

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Submit your Tax Office Makeover entry

January 9, 2020

Don’t miss the chance to enter our Tax Office Makeover Sign up before February 1st…

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Free resources to attract clients

January 3, 2020

Free Fast Cash Advance email templates Want help getting clients back in your office at…

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Latino-Tax-Fest TPG booth

Start making summer plans

December 30, 2019

2020 Conference Schedule It’s not even 2020 and excitement for the summer conference schedule is…

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Front of tax preparation office

Do you have what you need to grow?

December 24, 2019

Offer the right products & marketing resources When you enroll in Santa Barbara Tax Product…

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Tax Office Makeover - Episode 3 thumbnail

December 4, 2019

Tax Office Makeover Episode #3 transforms a tax practice Experts begin to reveal the transformation…

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December 2, 2019

2019 IRS Tax Security Awareness Week Help fight identity theft Santa Barbara Tax Products Group…

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November 15, 2019

Our partnership with First Century Bank Partnership creates more opportunities for our tax professional partners…

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Collect fees from unfunded clients

November 11, 2019

We just made pay-by-refund even better Giving clients the option to pay for your tax…

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Cash flow for Tax Professionals

November 5, 2019

We’ve got more for tax professionals Up to $175,000 available to qualified tax pros1 Tax…

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Walmart MoneyCard – 2020 program enhancements

October 23, 2019

Get even more in 2020 If you offered the Walmart MoneyCard2 this past tax season…

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Strategy Session

Process = Profit!

October 17, 2019

This is a guest article provided by RightWay Tax Solutions. RIghtWay Tax Solutions has experienced…

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Refer a Tax Pro and earn $250

Refer a Tax Pro & you can earn $250

October 11, 2019

Know someone looking to switch banks? Send them our way Have a friend or colleague…

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Feel free to make clients happy

September 23, 2019

Enhancing our taxpayer advance for 2020 We’re making it even easier to attract clients with…

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Office Makeover Entries

September 20, 2019

See the entries for our $25k Tax Office Makeover Submit your entry today Our second…

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September 5, 2019

Get marketing insights in Tax Office Makeover episode 2 Experts share insights for improving the…

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$500 Walmart MoneyCard winner announcement

August 8, 2019

Our $500 Walmart MoneyCard winners Santa Barbara Tax Products Group (sbtpg) and Walmart are giving…

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Tax Pro Marketing Course

Take the tax pro marketing course

July 18, 2019

Struggling to grow your tax preparation business? Get 2 weeks of marketing training Hitting a…

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TST Checklist Hands (002)

July 17, 2019

Fight identity theft and tax refund fraud Use the “Security Six” steps for basic protections…

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Office Makeover Episode 1 thumbnail

July 8, 2019

See the first Tax Office Makeover episode The first in our highly anticipated video series…

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Office Makeover Review

$25,000 Office Makeover

July 1, 2019

Introducing our 2nd Tax Office Makeover Amount increased to $25,000 for 2020   Santa Barbara…

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Satisfied Software Purchase Assistance client

June 10, 2019

Get help buying tax preparation software We’re making it easy to get ready for next…

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IRS Tax Forum - TPG booth

2019 conference schedule

May 7, 2019

Visit us at the IRS Tax Forum and Latino Tax Fest Summer is the time…

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