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Tax professionals can find answers to questions about products offered by Santa Barbara TPG.

Auto Collect

  • When do I receive tax prep fees collected through Auto Collect?
  • What is the cost for the Auto Collect program?
  • Does TPG contact taxpayers before debiting their account?
  • How will TPG contact taxpayers in the Auto Collect program?
  • Are all past-due clients added to the Auto Collect program?
  • Can a taxpayer voluntarily pay past due tax preparation fees?
See all 11 articles

Fast Cash Advance

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

Refund Transfer

  • What is a Refund Transfer?
  • What is a State Refund Transfer?

Tax Pro Fee Advance

  • Does the tax pro advance work with multiple software providers?
  • How Pre Season Funds & Simply Paid works
  • Qualifying for Tax Pro Fee Advances
  • How to request Simply Paid Fee Advance
  • Cost of Tax Pro Fee Advances

Tax Debt Resolution

  • How fast is the Tax Debt Resolution process?
  • How many years back is Tax Debt Resolution available?
  • What is the Tax Debt Resolution cost?
  • Tax Debt Resolution balance reduction
  • How am I paid for Tax Debt Resolution referrals?
  • How can I track Tax Debt Resolution referrals?
See all 9 articles

Discount programs

  • Fee collection programs

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