Santa Barbara TPG

We mean business.




TPG logo

Hello, we’re Santa Barbara TPG. For over 30 years 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 with TPG and get more resources to grow your tax practice.

Product Descriptions

Download TPG'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. 15.2
  • 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
  • Marketing Pro – Manage your business and your marketing from one digital platform.5

Informative Videos


To sign up to provide bank products, sign in to the Drake Support website and select Account > Bank Application.

1. Refund Transfers are deposit products using Green Dot Bank, Member FDIC, that enable certain deductions from the account to be processed. Refund Transfers are not loans. Tax refund and e-filing are required in order to receive a Refund Transfer. Fees apply. 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 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 in amounts from $500-$7,000 and are offered both pre-IRS acknowledgment of the tax return and 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 December 31 to qualify. Advances subject to approval. Must be enrolled in Standard Refund Transfer program to qualify. All discount programs offered through TPG 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. TPG is facilitating collections that are being made directly through EROs.

5. Separate fees apply for the Marketing Pro service.

6. Advance is subject to approval. Must enroll in Standard Refund Transfer program to qualify; all discount programs offered through TPG are excluded from this program. Software Purchase Assistance advances provided by Green Dot Corporation. Check with transmitter for availability.

7. Online payments provided by AffiniPay, LLC, which is not an affiliate of Santa Barbara Tax Products Group. Separate fees for this service apply. CPACharge is a registered agent of Wells Fargo Bank, N.A., Concord, CA and Citizens Bank, N.A.

8. 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.