Step 1

Select Package

Choose the package that aligns with your business goals.

Step 2

Sign Agreement

Review and sign the agreement to move forward.

Step 3

On-Boarding

Book a session to discuss your goals and expectations.

Step 4

Attend Training

Learn the skills to launch and grow your tax business.

Step 5

Launch

Open your office and start serving clients with confidence.

Refund Advantage

Partner with a trusted bank product provider that helps tax professionals grow their business and serve clients faster. With Refund Advantage, preparers can offer refund advances, taxpayer bank products, and a seamless filing experience. Through Top Tier Financial, you'll receive software setup assistance, onboarding support, training resources, and ongoing guidance to help maximize your success throughout tax season.

sbtpgx

Santa Barbara Tax Products Group (SBTPG) provides trusted bank products that help tax professionals offer convenient payment options to their clients. Through Top Tier Financial, preparers can take advantage of fast funding solutions, refund transfers, and taxpayer-friendly services designed to simplify the tax filing process. Our team provides onboarding, training, and ongoing support to help you maximize your tax business growth.