We provide two types of cash flow help for our tax professional partners.
Pre Season Funds - Pre-Season Cash Flow
Pre Season Funds is available to qualified new and existing Santa Barbara Tax Products Group (sbtpg) clients that can use funds prior to the start of the tax season. These funds are issued in a single direct deposit.
Amount available: Up to $67,8001
Cost:
$15 for every $1,000 advanced after Dec. 31
$30 for every $1,000 advanced between Dec. 1-31
$45 for every $1,0000 advanced between Nov. 1-30
$60 for every $1,0000 advanced on or before Oct. 31
Cash available: Starting early October
Simply Paid - In-Season Fee Advance
Simply Paid is available to qualified new and existing sbtpg clients that can use cash flow at the start of the tax season. The fee advance payments are issued throughout the start of tax season as Refund Transfer applications are filed.
Amount available: Up to $338,8002
Cost: 1.5% fee for every $100 advanced
Cash available: First day of filing3
Amount advanced: 70% of tax prep fee - up to $600 per return3
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 SBTPG are excluded from this program. Advances provided by Green Dot Bank, Member FDIC. Check with transmitter for availability.
3 70% of tax preparation fee advanced upon IRS Accepted Acknowledgment - up to $600 per return. The fee is taken out of the amount advanced to you.