ComplaintsforSanta Barbara Tax Products Group
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Complaint Details
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Initial Complaint
07/05/2023
- Complaint Type:
- Product Issues
- Status:
- Resolved
I received a check from my customer from ************************/ ************ for $6141.00 and can not cash the check at ******* or WellsFargo where I was told the check could be cashed. The tax preparer and I called that sbtpg and explained to ***** the problem that no bank or ******* would cash my check, and he told me it was not his problem and asked are you all just going to keep my $6100.00 and he stated, yes. ***** #****Business response
07/11/2023
Dear *************************,
This letter is in response to the complaint against Santa Barbara Tax Products Group (TPG) through the Better Business Bureau on July 6,2023.
You have voiced concerns about not being able to negotiate a customers check. TPG could not locate your customers record with the information submitted through your complaint. Because this matter addresses potentially sensitive or confidential information, a representative at TPG will be in contact with your office, ************************* Taxes LLC, to work on the issue directly. If you have questions, please contact TPG at ************, Monday through Friday, 7:00 am to 4:00 pm.
Respectfully,
TPG Complaint DepartmentCustomer response
07/13/2023
Better Business Bureau:
I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution would be satisfactory to me. I will wait for the business to perform this action and, if it does, will consider this complaint resolved.
Regards,
*************************
Initial Complaint
04/11/2023
- Complaint Type:
- Sales and Advertising Issues
- Status:
- Answered
In 2021, I had my taxes filed via Turbo Tax. I was incarcerated, so I had my sister file my taxes for me. During the filing process, she attempted to have the taxes deposited into an account in her name. The money was not allowed to be deposited into her account, & in turn, was returned to the bank that Turbo Tax uses, SBTPG. I contacted the *********************** ****** emailed a document to have my taxes sent me to in the form of a check. I had the document notarized and emailed back to the TPG. They informed me that Id receive a check via mail in about 10 days. I never received the check nor did I get any kind of response from the TPG in regard to why they never sent the check. This bank has handled this situation with in a highly unprofessional manner and have not allowed me to have access to funds that belong rightfully to me. Therefore, this complaint is filed.Business response
04/13/2023
April 6, 2023
Dear *************************,
This letter is in response to the complaint filed against Santa Barbara Tax Products Group (TPG) through
the Better Business Bureau on March 27, 2023.
We apologize for your experience in contacting TPG ***************** The automated phone system is
accessible for current-year accounts. For questions about prior year tax filings, please contact us at ************************************************* and your request will be routed to the appropriate department.TPG offers taxpayers an optional tax-refund transfer service through a network of tax preparation
franchises, independent tax professionals, and online tax preparation providers. The refund transfer
service (the ** Service) is offered and administered by Santa Barbara Tax Products Group, LLC, with
************ providing banking services for the ** Service. The ** Service allows taxpayers to pay their tax
preparation fees from their federal or state tax refund rather than paying their tax preparation fees at the
time of filing. With the ** Service, taxpayers authorize a temporary non-interest-bearing deposit account
to be opened in the taxpayers name at ************ to receive a direct deposit of the taxpayers federal
and/or state tax refund from the *** or state tax authority. The ************ account is opened when
************ receives the taxpayers federal or state tax refund. When ************ receives the federal or
state tax refund (whichever arrives first), TPG makes deductions from the tax refund to pay the tax
preparation fees and associated upfront fees. ************ disburses the refund balance to the taxpayer
pursuant to the taxpayers instruction. You electronically agreed to these terms and conditions through
your ** Service Agreement.According to our records, on February 23, 2022, TPG received your electronic submittal through the online
do-it-yourself software provider, TurboTax.com. This means that the option to utilize a Refund Transfer
to pay the software fees was selected instead of paying via credit card at the time of filing. When TPG
received your refund from the ***, it was deposited into a temporary, non-interest-bearing account; we
deducted the fees for the tax preparation and *********************** and deposited the remaining
balance to the account designated at the time of filing (Routing Number: ********* and Account
Number: *************). You may reference the Disbursement Methods section 7 of your ******************************** Agreement to confirm your submitted account information.
Unfortunately, the designated financial institution, ******************************* rejected the funds,
declared the account an R23/Credit Entry Refused by Receiver, and returned your funds to TPG. Once
TPG received the rejected refund, TPG attempted to disburse funds to you by mailing a cashiers check to
your address on record.However, you informed TPG that someone other than yourself filed your online tax return and your
address on record is no longer current. Due to the risk of fraudulent diversion of your tax refund, your
funds need to be returned to the ***. As a one-time courtesy for these circumstances, TPG will remit your
** Service fee, Check Reissue fee, and Return to *** fee.
Your funds will be wired to the *** in the next available batch. When funds are returned to the ***, it may
take the *** several weeks to process and credit the refund to your account. It is recommended that you
allow the allotted time and contact the *** directly at ************ or go to www.irs.gov for further
details or seek assistance from a Taxpayer Advocate in your state.For questions about prior year tax filings, please contact us at ************************************************* and
your request will be routed to the appropriate department.Respectfully,
TPG Complaint DepartmentInitial Complaint
04/05/2023
- Complaint Type:
- Service or Repair Issues
- Status:
- Answered
March 15, 2023 a TurboTax DD was initiated onetime, due to a technical error w/ my bank the deposit was rejected. March 16 ************* online customer portal shows a paper check was mailed to my correct address minus an additional ***** return check fee/conversion to paper check feeAdvised a ***** day expected delivery via regular mail April 5 Informed delivery has no record for the next ************************************************************************************** various check mail out dates, erroneous email notification claims(one email sent 3/22) provided each time. Majority of the banking information provided via phone is in direct opposition of the online banking customer portal.Check mail date(s) range from 3/16 / 3/17 or 3/18 have been provided when we attempt to gain assistance or clarifying information on delivery expectancy beyond a customer service rep after 3/25 The last attempt to speak with a banking supervisor was on 3/30 the ** rep advised she was a supervisor & no other info was available therefore she refused my request for additional help from a supervisor. The rep auditable made sound of frustration she continually & purposely misrepresented the information I provided to her.., regarding a mail hold and informed delivery for my mailing address, in relation to this one piece of mail as a tracking means for myself. She erroneously & repeatedly restated the issue as a mail issue regardless of wht info was provided to her and insisted the bank could not help with mail issues.Business response
04/07/2023
Dear Sir or Madam,
Please see the attached response for *********************, Complaint ID ********.
Best Regards,
TPG Complaint DepartmentInitial Complaint
04/03/2023
- Complaint Type:
- Sales and Advertising Issues
- Status:
- Answered
TPG is handling my tax return for 2021. They said they mailed out a check to me on 3-16-23 and found out today 4-3-23 when I called them that my check was returned to them Friday 3-31-23. Ive talked with the post office and they have no knowledge of this happening and have spoken to the mail couriers for my area. I also never had anything from TPG come through my **** informed delivery account. They told me I should have had my check after 10 business days starting 3-16-33 when they mailed it out. Im having issues getting any answers from them. They want me to wait to be emailed a form to fill out to have another check mailed out to me. I truly believe this is an error on their end.Business response
04/06/2023
Dear Sir or Madam,
Please see the attached response for *****************************, Complaint ID ********.
Best Regards,
TPG Complaint Department
Initial Complaint
04/02/2023
- Complaint Type:
- Service or Repair Issues
- Status:
- Answered
I filed on turbo tax they for some reason sent it to you guys dumb move because you owe me !!!!!!!TPG deposit shorted me ******* you owe me money !This will be fix or I see a huge lawsuit happening for you ! No one steals from me !! Pay up you thieves!!!Business response
04/07/2023
Please see the attached response for ***********************.Initial Complaint
03/30/2023
- Complaint Type:
- Product Issues
- Status:
- Answered
This company took my refund due to having fees took out, my refund got rejected when it was sent to my bank due to a name change Santa Barbara Sent a check to my old address it never got forwarded I believe they never sent one. Now they sent my refund back to the **** the Irs stating they have not received anything.Business response
04/07/2023
Please see the attached response for *****************************.Initial Complaint
03/30/2023
- Complaint Type:
- Product Issues
- Status:
- Answered
Waiting on tax refund check to be sent since Feb 28th. Still havent reviewed my funds.Business response
04/06/2023
Dear Sir or Madam,
Please see the attached response for ***************************, Complaint ID ********.
Best Regards,
TPG Complaint Department
Initial Complaint
03/30/2023
- Complaint Type:
- Product Issues
- Status:
- Resolved
from my taxes that money was tooking out from this companyBusiness response
04/07/2023
Please see the attached response for *********************************.Customer response
04/13/2023
Better Business Bureau:
I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution would be satisfactory to me. I will wait for the business to perform this action and, if it does, will consider this complaint resolved.
Regards,
*********************************
Initial Complaint
03/29/2023
- Complaint Type:
- Service or Repair Issues
- Status:
- Answered
SBTPG is supposed to deposit the remainder of my tax refund after processing the amount of filing my taxes online. They are stating the amount is ***** which does not seem correct but if that is what they have then fine. The deposit was supposed to be made by 2/27/23. Turbo tax records have it in by 3/10/23. I have made calls to Turbo Tax, the *** and SBTPG and all information is correct for my routing and account numbers. A supervisor has never returned my call from SBTPG even with requesting one.Business response
04/07/2023
Please see the attached response for *******************************.Initial Complaint
03/29/2023
- Complaint Type:
- Product Issues
- Status:
- Answered
IRS sent my 2021 Refund to this company on 2/3/2023. I reach out to the company to let them know my account was closed.I stated that they will send me a check to the mailing address on file, i also notified them and told them that i dont not reside at that location on my tax returns. This company claim they sent me a check which i never received then this company sent me a a email to sign and notarize a Indemnity Bond (Taxpayer) its 3/29/2023 I cant talk to anyone now My calls are getting disconnected. My refund is over 10K and I will not stop until my money is in my possession.Business response
04/06/2023
Dear Sir or Madam,
Please see the attached response for *****************************, Complaint ID ********.
Best Regards,
TPG Complaint Department
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Customer Complaints Summary
1,925 total complaints in the last 3 years.
243 complaints closed in the last 12 months.