Santa Barbara Tax Products Group [SBTPG]
Reviews and Complaints

I have used sbptg for the last couple yrs as my 3rd party bank when filing my tax refund.. This yr is the worst by far! There is no number that you can call to speak to a live representative! If you are handling a large amount of someone else's money you have to have live reps available! This was a change they made this year (2017) ! They by far have the worst customer service ever this year! I will not be using them again! Ever!

The IRS sent my refund to sbtpg on 4-5-16. I spoke with several people there who told me my money was sent to a closet account. They assured me the money was deposited and the bank accepted it on 4-5-16 at 7.22 am. They when so for as to give me a tracking number and sent me and email with all the information on my account. The refund was rejected by my back and sent back to them on 4-19-16. They did not call to let me know. I received a letter from turbo tax saying I owned them money for witch I called them. When I called them again to find out why turbo tax had not been pay, there answer was I must send proof of who I am. Sent proof only to be told it would take 7 business days for them to get it. I have reported them to the IRS and to the better business bureau, I used turbo tax for 6 years an never had a problem but I will no use them again.

Hello Tax Products Group:

I received an e-mail from Turbo-Tax on the 24th of February 2016 that said my refund would be deposited into my account in two days. I also checked with the IRS to verify that my refund was sent via their website, "Where's My Refund." My refund was sent to Tax Products Group on the 23rd of February. I should not have to chase after money that is mine by calling or e-mailing an entity that asks for my social security number over the phone. If my deposit is not in my bank account in accordance with the online filing agreement that is a part of the TURBO-TAX software program, I will contact my lawyer.

Sincerely,
William E. Exum
e-mail: [protected]@prodigy.net
Phone (messages): [protected]

TPG also known as Sbbt and SBTPG, is not what it use to be. Before you think about quickly filing your taxes online with Turbo Tax or any other online tax service know that if you select direct deposit, it will be processed by The Tax Product Group and you will be charged a FEE for the service. If you enter the incorrect bank account info or if your tax refund direct deposit gets rejected for any reason it will be returned to TPG and they will mail you a check to the address on file. If the address on file is INCORRECT they will NOT allow you to change it under any circumstances! If you moved, you will be out of luck. They will return your funds to the IRS and it will take about 90 days to receive it. Therefore, you are better of just filing through a walk-in tax service and waiting on a check which may only take a week. DO NOT DEAL WITH TPG. They are not being fare.

TPG sent my check to the wrong address twice! Yes an address that was not even on file! They told me they will only attempt twice to mail your check. After the second time it will be returned to the IRS. However, it was not my mistake. They mailed it to the wrong address. Their mistake, but now I must suffer. So not fare! They still took fees.

DO NOT USE THEIR SERVICES!

SBTPG Charged me a $20 "returned" fee because they claim my bank rejected their direct deposit.
The bank knows nothing about this, the details on turbo tax are correct.
The people I spoke with are rude and obnoxious.
I want them to refund the $20 they charged me.
I've filed a BBB complaint too, I'll file complaints with as many people as I can so that people are warned about this outfit.

I have never been lied to and threatened so badly from a company. I was misinformed and given wrong information and when I asked for help I was still given wrong information. The bank rejected my direct deposit so they sent me a paper check in the mail. I had moved so the check was sent to the wrong address.I called on several occasions to get this matter corrected.I had to send in the indemnity bond twice I was told one thing when it was really something else first I was told I could change the address only to be told later that I could not I even spoke with the lead Chris who assured me that everything would be took care of.I wanted someone to review my case and to see what I had been lied to and misled several times.when the chick was finally found I called in immediately to tell him I was told that the check I received was still good and could be cashed so I deposit into my account only to find out that it was a stop payment put on check.when I call back and spoke with Craig he became smart at the mouth told me that Chris refused to talk to me and once again I was threatened that they were going to send the check back to the IRS this was about the fourth threat. I was informed did they were going to send the check back there was nothing else they want to do about it nothing else they were going to do about it and to have a nice day after you have took my phone and had very very very poor service I am very upset no one wanted to give me the number to someone in charge besides the lead Chris who could not help I would not recommended service again I will tell my family and friends and we will not use TurboTax again if they're going to use this company it should not take all of this just to get something that I have worked hard for. I really feel as if they were very inconsiderate, very uninformed, some was not properly train. the last thing they told me to do since I had a complaint with the come to the complaint board and leave a complaint there and they were going to send my money back after all of this going over a month and this is how you treat your customer.

I filed my taxes threw turbo tax I had one number missing from account so the sbtpg sent me a check I moved from address filed being I nolonger stayed there instead of post office forwarding the check the sent it back to sbtpg on the 23 of February they took out fees to return money back to irs but have not sent money to irs yet its the 4th of may this company is a thief and scam how u hold or keep money not yours should be investigated for fraud and not first person it been done to irs said when money is returned it is to be given to them immediately not hold for days n weeks to draw more money for them note turvo tax was sued for stealing money on taxes

Today is 6 days that I have to deal with sbtpg, they nchoose not to practice their mission statement they care nothing about a consumer
will not respond to emails calls and oprators hang up even threatened to send my tax return back to irs. plllleeeeeeeaaaaaassssssseeeee help me I do not fell good my chest starts to hurt and can not breath every time I have had to call them I can not dial again

Filed my taxes with turbo tax on the 9th of january so that when they accept it on the 15th/16th it would be good to go. IRS accepted an and since I wanted them to take out fees from my refund, it had to go through santa barbara group. They received the funds on the 28th, and for some reason that monday which was 3 days later, said it was rejected. I remember putting the correct information as far as routing and account number, but whatever. They required me to fax my driver license and my social security card... whatever... did that immediately on monday. I called back tuesday and said my funds are now on the release list. I called be multiple times everyday... the same ###... "its on the release list and it will take 1-2 business days. I kept calling my bank, nothing pending. It is now friday evening, and every day since tuesday they say it should be there tomorrow. Now they are saying it should be there monday. I've talked to probably every CSR there and multiple supervisors, many who didnt even seem like they wanted to get on the phone. I will never use turbotax again. I did my g/f's taxes using h&r block on monday, she received her funds today... STAY AWAY FROM TURBOTAX AND SANTA BARBARA TAX PRODUCTS GROUP! idiotic CSR's and useless ...

Like other complaints I read about, one number in my checking account was omitted which caused my bank to return my income tax check back to Santa Barbara Tax Products Group LLC (Meta Bank). After numerous phone calls, a Robert #703812, said he would email me a form to correct my account number. I had called him at 6:08pm central time. I waited by my computer for an hour and no email - calling back they were closed. I called again at 7am their opening time and was told an email could take up to 24 hours to receive and that my check had already been returned by mail (receive in 5-7 business days). The lady I spoke with did email the form which I got in about 5 minutes. I called back again to see if they could stop payment on the check and I would fax them this form and information to get the funds wired back into my checking account. Of course, I was told this was not possible. So the email stating I had my income tax check already deposited was incorrect and in good faith I did write checks to put me in a negative balance in my checking account. Although I have no proof, other than other posted email complaints and my own situation, I am led to think this could be a scam to collect interest on my money. If a lot of people have the same problem, it could be a sizeable amount of money to get interest on. Now I am in a position where I have no money until I receive my mailed check, a negative checking account balance and probably will have checks returned which will do more damage. Being an older person, I can remember when bankers were looked up to and one could put full trust in them. In years past, a banker would call and get a problem like this corrected with a phone call - beware.

This involving my 2009 Federal Tax Return. I used Turbotax to file the return. My refund was scheduled to be released to TurboTax on the 10th of February. TurboTax received the funds on the 12th of February. The refund was to be released from Santa Barber Tax Group on the 16th. Due to a numerical error in their computer system my account number was incorrect and the funds could not be deposited and was to be sent in check form. I called the number provide and spoke with a general customer service representative. I was told there was nothing that could be done and it was sent out in the days mail. I then asked to speak with a supervisor and was told there are none available at this time. The customer service representative told me that they would not be able to help me and the supervisor would only tell me the same thing. I then asked to be transferred again and was. The person I spoke with did not intent on telling me their title at Santa Barbara Tax Group and I continued to ask for it. This person was also a general customer service representative. Once I found this out I asked to speak with a supervisor again and was transferred to Lead Customer Service Representative Trey at extension 6824. He was aware of the situation and told me he was going to transfer me to his supervisor and put me on hold. Once he came back on the line he told me that he was able to retrieve my check from the mailroom. My check was not sent out in the days mail as I was told. Trey said in order for a direct deposit to be put in motion I was going to have to fill out a “Address or Account Info Change Request form” and fax it to [protected]. Also in this fax was a voided check and copy of Social Security Card. He stated that once the fax was received that it would take two hours to adjust the account and release the funds that day. I called roughly one hour later to confirm the fax was received and spoke with Jeremy at extension 6814. He said the fax machine was backed up and to call back around closing time (5:30pm Pacific time). I called again and spoke with Jeremy. He said the fax had not be yet received and to contact him in the morning. I did as such and spoke with him at 7:00am on the 17th. The fax was still not received and once again he asked me to contact within two hours to see if it was. At 11:30am I spoke with him again and the fax was received. He stated the account was updated and the funds were going to be released later that day. On Thursday the 18th I checked my bank account and no funds were posted. I called and spoke with Jeremy he told me the fax was not processed until Wednesday evening and it takes 1 to 2 days for the funds to post. The transaction was in the form of an ACH deposit. He then stated the funds will be released on that day the 18th. On Friday the 19th I still had not received any funds and called to speak with Jeremy once more. He told me that for what ever reason the funds were not released when they were supposed on the 18th and they were released the day of the Friday the 19th and should post in my account no later then Monday the 22nd which is today. Today is Monday the 22nd and I still have not received anything. Upon checking my bank account I called and spoke with Trey at extension 6824, who did not remember the situation, he also informed me his title was a customer service representative. At no point did he state he was lead or supervisor. He told me the funds were scheduled to be released today the 22nd and will posted within 1 to 2 business day. I asked what guarantee that I had my funds would be released today. He then transferred me to his supervisor Ruby at extension 6518. She was aware of the full situation dating back to last Tuesday the 16th. She stated my funds are scheduled to be released today at 3:00pm Pacific time and should post tomorrow Tuesday the 23rd. At no point in time did she apologize for the inconvenience or provide me with any real verification that the transaction would take place today. She was able to provide me with a Trace number which was 8 digits long my bank confirmed they are suppose to be 15 long. I asked that she email me with that number, her full name, title, and extension and also trey’s information. I never received the email. I am writing this to inform you that their business practice is subpar. They did not try to resolve this situation the way they portrayed that they would. In dealing with their customers they do not treat them with professionalism or respect.

I used TurboTax to e-file my federal return this year. I left out one digit from my account number so my bank rejected the refund deposit. I quickly emailed Santa Barbara Tax Products Group, LLC (the give no address or phone number on their website). SBTPG responded quiclky with a phone number. After explaining things to customer service I was assured that if I faxed in a valid ID, SS card and a bank deposit slip they would be able to correct the account number.

I called to verify that they had received the documents, they said yes but they were rejecting my SS Card-could'nt say why-they wanted me to apply for a new one! Now I need to wait two or three weeks for a new card before I can re-apply for MY REFUND while they hold it.

All my other documents match, including my wife's, and my SS Card is quite legible-they just don't like it?