Francisco Cuadra

OPTIONAL BANK AND NON BANK SERVICES

Please note that optional bank and non-bank services are an add-on to our software agreement, all of the above prices have been posted for your review and understanding of the services available to your clients and are subject to change without notice by the offering bank and other parties offering the service. 

To maximize your earning, please contact our office to develop a working plan to satisfy the need of your clients.



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• SBTPG - ERO Dashboard

• Santa Barbara Contact Numbers

• SBTPG - Refund Status

• PreFund ERO Certification

• PreFund - Loan Application

• Look for Money Pass ATM Surcharge Free

• PreFund Fact Sheet - Offer Expires 48 after IRS Acceptance.

• PreFund Process video

Based on 2015 Tax Season fees

Price subject to change, final price will be set when you are approved by the participating bank as set in your software.



The Benefits of Protection Plus for Both You and Your Client

Advantages to the Tax Professional

• Make extra profit on your current customer base by offering low cost audit protection
• Protection Plus will deal with the client and the IRS
• Provides payment of interest and penalties if your office makes a mistake on your client's tax return (Subject to terms of the contract)
• Protection Plus provides marketing materials for you to give to your client
• Protection Plus has a professional staff to handle issues at all levels

Add Value to Your Return

• Protection Plus is a professional company ready to assist your clients in the event of an IRS audit, relieving ERO's of this burden
• Assists the taxpayer, even if the return is unfunded
• Provides client protection for three years
• Reimbursement up to $2500 for legitimate preparer errors*
• Protection Plus offers year-round bi-lingual support
• Tax debt assistance
• IRS identity theft assistance
• Free and discounted legal services, including free simple will preparation and review of independent legal documents

*Subject to the terms, conditions, limitations and exclusions outlined in the Tax Reimbursement Program Terms and Conditions. An insurance policy has been issued to the participating tax preparers backing this guarantee and the designated administrator will reimburse taxpayers on behalf of the tax preparer.