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Tax Preparation

TPG-Refund-Transfer-square-social-postWe do taxes, so you can do you.

You’ve got better things to do than worrying about your tax returns. Which is why at Roberts Financial Group we make tax time easy. Our team of professionals will do everything we can do to make sure you are getting back the largest refund you are entitled to. Ask us for a Refund Transfer and pay us $0 up front for professional tax preparation*. That’s right, when you select a Refund Transfer as your payment method, the cost to prepare your tax return automatically comes out of your tax refund, and you can choose from three convenient ways to get your refund money.

Schedule your appointment today! Contact us today.



> Easy-to-get and hassle-free
> No upfront fees for professional tax preparation
> Faster, convenient alternative to an IRS mailed check
> No charge for a check, unlike some large chain stores

Refund Available

> Within 21 days** (even if you don’t have a bank account)


> Fees are taken out of the refund amount for you

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*Refund Transfers are deposit products using Civista 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 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.

** According to the IRS website most refunds are disbursed in less than 21 days. It may be delayed even longer for other reasons. If this happens, you should contact them directly by calling the IRS Taxpayer AssistanceLine (800-829-1040).

*** Regular Refund Transfer fee up to $39.95.

©2021-2022 Santa Barbara Tax Products Group, a Green Dot Company. All rights reserved. Reproduction in whole or in part without written permission is prohibited. TPG and the TPG logo are trademarks of Santa Barbara Tax Products Group.