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Individual services

TAX PREPARATION

Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the Federal Government's General Accounting Office, most taxpayers believe they benefited from using a professional tax preparer.

Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.

Here's what you get:
  • • Your tax return will be checked and rechecked by our experienced staff to identify potential problems and maximize your benefits
  • • Our staff will help you understand your payroll withholding to cover your annual taxes without overpaying
  • • Help you estimate your tax liability for the following year and calculate estimated tax payments if needed
  • • Your tax return can be filed electronically so you will get a refund back quicker

Fast Cash Advance
A tax time cash advance for taxpayers

Taxpayers may receive up to $1,000

Advance issued by cashier's check or Green Dot card

Available first day of filing. Approval in minutes.

A Great Alternative to Checks

More than just eliminating the need to print and distribute checks, Green Dot helps your clients avoid check cashing fees and another trip back to your office. With a simple fee plan and numerous card features, Green Dot helps taxpayers and tax professionals.

As a Green Dot Company, Santa Barbara Tax Products Group (TPG) gives clients a Refund Transfer that is fully integrated with the card that's trusted by millions. Clients have a convenient way to pay for tax preparation and a great way to receive their refund amount.

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Free
cash back

Get cash for free at any retailer that offers "cash back" with purchase

First ATM withdrawal free

$2.50 after first ATM withdrawal and $0.50 for balance inquiries plus fees the bank or ATM owner may charge

High withdrawal limit 

It's easy to access cash with a daily withdrawal limit of $1,500 per day