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All the latest news & information

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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Double your prep fees winner

April 15, 2019

Announcing our $50,000 winner CJ’s Tax Service of Bellville, Texas We doubled their tax prep…

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Office party

April 4, 2019

5 must do tasks for the off season Take advantage of your off-season Get ahead…

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Free branded marketing templates

March 7, 2019

Personalized Marketing For You You don’t have to be a designer to have your own…

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Clean. Clear. Consistent.

February 6, 2019

Three image qualities you must have as an independent tax business pro to beat out…

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Solutions for refund delays

January 24, 2019

UPDATE 1-25-19 – President Trump announced agreement reached with congressional leaders to reopen the government…

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Open your business

The countdown to tax season is on

January 22, 2019

January 28 marks the official start of e-filing The official start of tax season is…

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Free PATH Act Flyer

January 9, 2019

Give clients the facts about possible refund delays Download and print this free flyer for…

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Win $50k

January 8, 2019

Increase your chances of winning $50,000 Earn one bonus entry for every Walmart MoneyCard you…

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flyer-in-window

Free government shutdown flyers

January 3, 2019

UPDATE IRS announced on Jan. 7, 2019 that refunds will not be held due to…

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ERO engaged with work

December 29, 2018

Use Fast Cash Advance email templates to boost client retention Leverage Marketing Automation Email is…

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Grow your tax biz ebook

December 10, 2018

No-cost business growth tactics Get no-cost promotional ideas Promoting your tax preparation business doesn’t have…

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Refer a friend

Refer a Tax Pro and Earn $250

December 7, 2018

Receive a $250 gift card for every referral that switches to Santa Barbara Tax Products…

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enroll today-more clients tomorrow

December 4, 2018

Enroll now & get more clients We’re in a changing industry (stating the obvious) Our…

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December 3, 2018

Are multiple client visits clogging your office? Streamline your office with the Walmart MoneyCard Are…

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Free Email Marketing

November 30, 2018

Free email reminders sent on your behalf Tax professionals that opted-in to the Fast Cash Advance program…

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Actualizaciones del ITIN

November 29, 2018

Antonio C. Martinez, EA Este es un artículo invitado de Latino Tax Professionals Association. Read…

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ITIN Updates

November 29, 2018

Tony Martinez, EA This is a guest article from Latino Tax Professionals Association. Lee este…

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Win $50k

Double your tax preparation fees – win up to $50,000

November 26, 2018

Enroll & you’ll be entered for a chance to win Enroll with Santa Barbara Tax…

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Fast Cash Advance – Big News for 2019

November 20, 2018

Four major enhancements for 2019 Offer Fast Cash Advance and grow your tax office Enroll…

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Guardian Tax Services

November 15, 2018

Our $20,000 Tax Office Makeover winner Congratulations to Guardian Tax Services Santa Barbara Tax Products…

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Tax Office Makeover Contestant

October 31, 2018

Enter Tax Office Makeover before time runs out October 31st is the final day to…

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Download 20 tips for growing your tax office

Get free growth tips

September 13, 2018

Another summer conference season has concluded with the Orlando IRS Tax Forum this week – wow what…

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Winners of $500 Walmart MoneyCard

July 18, 2018

Our Walmart MoneyCard winners We’re giving away a $500 Walmart MoneyCard at every IRS Tax…

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paybyrefund

Extend your earnings

July 13, 2018

With more and more taxpayers filing an extension with the IRS, we remind tax professionals…

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tax office

July 9, 2018

Enter for a chance to win Helping tax professionals succeed   We see tax professionals…

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2018 conference calendar

June 11, 2018

Our team would love to meet you this summer as we travel the country, exhibiting…

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Protect client data & your business

April 25, 2018

Every year tax professionals fall prey to cybercriminals looking to steal taxpayer data in order…

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Tree growth rings

April 17, 2018

Tips for growing your tax practice next tax season Another growth ring added to your…

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January 29, 2018

Winners of our tax professional sweepstakes The more cards you process the more chances you…

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