Refer a Tax Pro and earn $250

Refer a Tax Pro & you can earn $250

Know someone looking to switch banks?

Send them our way

Have a friend or colleague that's not happy with their current Refund Transfer provider? Santa Barbara Tax Products Group (sbtpg) is offering $250 for every ERO referral that switches to sbtpg.*

Bonus card in mail

Submit your entry

Visit our Tax Pro Referral page to submit referrals and you may qualify for $250 when they switch to sbtpg.

No cap on what you can earn

No limit on the number of referrals you can submit. That means there's no limit on what you can earn.

You've got mail

Receive a $250 gift card in the mail for every qualified referral. It's the kind of mail you like to get.

Great start to summer

Cards issued June 1st. Get your summer off to a great start with some extra spending money.

* Application for referral bonus must be received by February 1, 2020. Applicant must be active client of Santa Barbara Tax Products Group (sbtpg) during 2020 calendar year. Referred client must be active during 2020 calendar year, enrolled in our Standard Refund Transfer program with 100+ funded Refund Transfers to qualify for $250 incentive. Referred client cannot be existing sbtpg client that used sbtpg during 2019 calendar year. 2020 Refund Transfer volume calculated on May 1, 2019. $250 Walmart MoneyCard gift card issued June 1, 2020. If applicant submits multiple referrals, all referrals will be loaded to a single gift card.