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Qualifying for Tax Pro Fee Advances

Even tax professionals without the best credit can qualify.  Although TPG looks at credit history, we use certain attributes to determine eligibility for Pre Season Funds and Simply Paid, and we consider several factors, including prior year performance.

Pre Season Funds - pre season advance qualifications

Pre Season Funds1 is pre-season capital that is available to new and existing TPG 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

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 December 31 to qualify. Advances subject to approval. Must be enrolled in Standard Refund Transfer program to qualify. All discount programs offered through TPG are excluded from this program. Advances provided by Green Dot Bank, Member FDIC. Check with transmitter for availability.

2 Must opt-in by February 19 to qualify. Advance is subject to approval. Must be enrolled in Standard Refund Transfer program to qualify; all discount programs offered through TPG are excluded from this program. Advances provided by Green Dot Bank, Member FDIC. Check with transmitter for availability.

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