Santa Barbara Tax Products Group(sbtpg)
Go from tax practice to tax performance
Hello, we’re Santa Barbara Tax Products (sbtpg). Since 1991 we’ve been helping tax professionals grow with advance loans, capital, pay-by-refund & fee collection service, plus free and premium marketing resources. If you’re looking to expand your tax practice with other services, select the financial services provider trusted by tax professionals nationwide. Enroll and get more resources to grow your tax practice.
Product Descriptions
Download sbtpg's digital brochure for more details on these products and services:
- Refund Transfer – Give clients a pay-by-refund option and collect tax prep fees from your client’s refund.1
- Fast Cash Advance – Attract more clients with a refund advance up to $7,000 available Jan. 2–Mar. 12.2
- Tax Pro Advances – Pre-season cash flow and in-season fee advance available to qualified tax pros3
- AutoCollect – Automatically collect payments from past due clients.4
- Fast Forward – Give clients early access to their refund5
- Software Purchase Assistance – Purchase Drake Tax with $0 up-front.6
- Free marketing – Digital and print marketing available to help you grow your business.7
To sign up to provide bank products, sign in to the Drake Support website and select Account > Bank Application.
1. Refund Transfer is a deposit product offered by Green Dot Bank, Member FDIC, that enables authorized amounts to be deducted from taxpayer’s refund, with the remaining balance then paid to the taxpayer. Fees apply. Refund Transfers are not loans. Tax refund and e-filing are required to receive Refund Transfer. Terms and conditions are subject to change without notice. Ask your preparer about other IRS e-file options, some of which are provided at no additional cost.
2. Fast Cash Advance is an optional tax-refund related loan provided by First Century Bank, N.A., Member FDIC (it is not the actual tax refund) and is available at participating locations. The amount of the loan and applicable interest will be deducted from tax refunds and will reduce the amount that is paid directly to the taxpayer from the refund. Fees for other optional products or product features may apply and will be disclosed at the time of application. Tax returns may be filed electronically without applying for this loan. Loans are offered to qualifying customers in amounts from $500-$7,000 and, if approved, are paid either pre-IRS acknowledgment of the tax return or post-IRS acknowledgment of the tax return. All loans have an Annual Percentage Rate (APR) of 35.99%. For example, for a loan of $2,000 with a repayment period of 30 days, the total amount payable in a single payment is $2,059.16 including principal and interest. Not all consumers will qualify for a loan or for the maximum loan amount. Offer and terms subject to change at any time without prior notice.
3. Must opt-in by February 18 to qualify. Advances 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.
4. Auto Collect is an optional service provided by Santa Barbara Tax Products Group, LLC. Fees apply to the ERO only with respect to successful collections. sbtpg is facilitating collections that are being made directly through EROs.
5. Fast Forward by sbtpg is provided by Green Dot Bank. Fast Forward enables taxpayer to receive federal tax refund up to five (5) days early for an additional fee of $25.00. Terms apply. To be eligible, taxpayer must have a Refund Transfer for a federal tax refund that is no more than $10,000. Availability of Fast Forward is subject to the taxpayer’s bank participating in Real-Time Payments, IRS pre-notification of pending refund deposit, and availability of funds. $25.00 fee is not charged if the taxpayer is ineligible. If a new Green Dot card is selected in the tax office, the taxpayer will receive the federal refund up to five days early without being charged the $25.00 fee. If a cashier’s check is selected as the disbursement method, the exact timing the taxpayer will receive their federal refund is dependent upon when the tax preparer prints the check. Check with transmitter for availability.
6. Advance is subject to approval. Must enroll in Standard Refund Transfer program to qualify; all discount programs offered through sbtpg are excluded from this program. Software Purchase Assistance advances provided by Green Dot Corporation. Check with transmitter for availability.
7. Available while supplies last.
Apart from Drake Software, LLC (“Drake Software”), entities and services referenced on this page are not affiliated with, connected to, or sponsored, by Drake Software.