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  1. Santa Barbara Tax Products Group
  2. Products

Products

Auto Collect

  • When will I receive tax preparation fees collected through the Auto Collect program?
  • What is the cost for the Auto Collect program?
  • How many times does TPG contact taxpayers before debiting the tax preparation fees from the client's account?
  • How will TPG contact taxpayers in the Auto Collect program?
  • Are all of my unfunded taxpayers added to the Auto Collect program?
  • How can a taxpayer voluntarily pay past due tax preparation fees?
See all 12 articles

Fast Cash Advance

  • ★ What is FastCashADVANCE?
  • ★ Fast Cash Advance Notifications
  • What is the taxpayer cost for Fast Cash Advance?
  • What if a client wants a card but not a FastCashADVANCE?
  • What happens after a FastCashADVANCE is approved?
  • How to opt-in to the FastCashADVANCE program
See all 11 articles

Tax Pro Fee Advance

  • How PreSeasonFUNDS & SimplyPAID works
  • Qualifying for Tax Pro Fee Advances
  • How to request SimplyPAID fee advance
  • Cost of Tax Pro Fee Advances

Refund Transfer

  • How do I offer the Refund Transfer to my clients?
  • What is a Refund Transfer?
  • What is a State Refund Transfer?

Discount Programs

  • Fee collection programs

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