Bank Partners

Some tax clients are often unable to pay up front for tax preparation and other services that may be included when they get their taxes done for both federal and state returns. At the same time, many EROs want streamline their account receivables. TSG partners with industry leading providers to ensure you stay competitive in your market and works with the affiliated bank partners below.

About Bank Products

We all experience Clients who cannot afford to pay up front for tax preparation. The IRS compliant solution for an ERO to offer Clients payment flexibility is via the use of a “bank product”. Commonly known as an “R/T”, ERC” or “ERD” (Refund Transfer, Electronic Refund Check and Electronic Refund Deposit respectively), the taxpayer is relieved of having to pay for tax prep out of pocket. RALs (Refund Anticipation Loans) are no longer obtainable per U.S. federal courts, therefore we do not offer a RAL, however there are other convenient loan products our bank partners provide.

Get Paid Your Tax Prep Automatically

When Clients elect a bank product, your tax prep fees are deducted from the Client’s tax refund.  This is done automatically direct deposited directly to the ERO’s bank account. Fee’s vary depending on the bank; however, TSG provides flexible pricing and optional mark ups to ensure pricing works for your tax office model, and your Clients.

tpg

 

 

 

Santa Barbara Tax Products Group TPG disbursement options (“Refund Transfer”) are direct deposit to a taxpayers existing bank account, checks you print in office (integrated within TSG software) and debit cards.  Pre-season and in-season advances are available for qualified EROs.  Talk to your TSG Account Executive about new offerings ongoing and close to season.

refund_advantage

Refund Advantage Refund disbursement options include Direct Deposit, Instant Issue Check, and Debit Cards.  Pre-season and in-season advances are available for qualified EROs.  Talk to your TSG Account Executive about new offerings ongoing and close to season.

refundo

Refundo disbursements options are Direct Deposit and Check.  They offer pre-season and in-season advances, and also feature the “Now” product which is an alternative to a refund loan or taxpayer advance which the customer can obtain next day after the IRS acknowledges the return.

 

“…I have never made as much money as I have with you guys, especially with your Bank Product.  TSG helped me structure my pricing to be competitive.  I actually earned more, and remained fair to customers by better understanding bank products and how they work…”  – H.L., SN Tax, Miami FL

Your TSG Account Executive will discuss your bank partner options, pricing and products in detail with you prior to tax season

 

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