Tailored for tax professionals, our software makes it easy to streamline tax return processing. With integrated bank products, your clients can enjoy zero upfront costs!
Membership Fees Includes:
Software Technology
Service Bureau
Transmitter Services
Bank Products (Standard Refund Transfer)
100% Pro-web Tax Software
Bank Products
EFIN Required
Early Advance, Bank Loans up to $7000
No Splits - Keep 100%Tax Preparation Fees
Receive Backend Fees- Optional
Mobile App Access
24/7 Tech Support
Software Training
Unlimited E-file Capability
Unlimited Preparers/ Users
Service All States
Audit Protection
Document Preparation
100% Pro-web Tax Software
Bank Products
EFIN Required
Early Advance, Bank Loans up to $7000
No Splits - Keep 100%Tax Preparation Fees
Receive Backend Fees- Optional
Mobile App Access
24/7 Tech Support
Software Training
Unlimited E-file Capability
Unlimited Preparers/ Users
Service All States
Audit Protection
Document Preparation
Corporate Forms 1120, 1065, 1120S, 940
100% Pro-web Tax Software
Bank Products
EFIN Required
Early Advance, Bank Loans up to $7000
No Splits - Keep 100%Tax Preparation Fees
Receive Backend Fees- Optional
Mobile App Access
24/7 Tech Support
Software Training
Unlimited E-file Capability
Unlimited Preparers/ Users
Service All States
Audit Protection
Document Preparation
75% of tax office returns are required to be bank products with this package
Our streamlined 4-step process guides you from choosing the perfect package to launching your thriving tax business. We'll equip you with the knowledge, tools, and support you need to confidently file taxes for your clients and build a successful practice.
Tax Academy Training Courses
Unlimited Practice Returns
Certificate of Completion**
Tax Software Powered by TaxSlayer
Tax Software Training
Bank Product Training
Due Diligence Training
Marketing Training
Custom Business Name
IRS Registration
EFIN & PTIN Registration
Bank Registration
Offer Tax Loans
Client Intake Form
Mobile App Tech Support
Mentorship
Our focus is, and has always been, on helping the independent tax professionals remain competitive in their markets. Last year, our system serviced more than 30,000 tax offices and issued more than $1 billion in advance loans to taxpayers. We also partner with and are integrated in more than a dozen tax software programs, making Refund Advantage an easy switch for most tax offices.
Tax Refund Solutions is committed to working with tax offices of the highest caliber. We want to ensure consumers are offered our tax products in a fair and responsible manner and that they are presented with clear choices in making their decision. As a stakeholder in the electronic filing industry, we endeavor to promote integrity throughout our program and to be a sound steward in the e-file process.
Founded in 1991, Santa Barbara Tax Products Group (TPG) became a Green Dot company in 2014. TPG serves consumers nationwide with tax-related financial products and services that provide value, are fairly priced, and satisfy consumer needs. TPG offers tax-related financial products through a network of tax preparation franchises, independent tax professionals, and online tax preparation providers. TPG is located in San Diego, California.