Even tax professionals without the best credit or any credit can qualify for tax pro advances from Santa Barbara Tax Products Group (sbtpg). Although we look at credit history, we use certain attributes to determine eligibility for Pre Season Funds and Simply Paid. We consider several factors, including prior year performance of a tax preparation office.
Pre Season Funds - pre season advance qualifications
Pre Season Funds1 is pre-season capital that is available to new and existing Santa Barbara Tax Products Group clients. If you qualify the amount you may be qualified for will be displayed on our website after you have logged in starting in September. We determine advance amounts by the volume of funded Refund Transfers that your office processes.
Simply Paid - in season fee advance qualifications
Simply Paid is our in-season fee advance which is available at the start of tax season. If you qualify for Simply Paid2, the amount you may be qualified for will be displayed on our website after you have logged in starting in September. We determine advance amounts by the volume of funded Refund Transfers that your office processes.
1 Must opt-in by January 14 to qualify. Advances subject to approval. Must be enrolled in Standard Refund Transfer program to qualify. All discount programs offered through Santa Barbara Tax Products Group are excluded from this program. Advances provided by Green Dot Bank, Member FDIC. Check with transmitter for availability.
2 Must opt-in by February 18 to qualify. Advance is subject to approval. Must be enrolled in Standard Refund Transfer program to qualify; all discount programs offered through Santa Barbara Tax Products Group are excluded from this program. Advances provided by Green Dot Bank, Member FDIC. Check with transmitter for availability.