Tax Preparation Services
Tax Preparation Services
Basic Tax Preparation
$250.00
starting at
Designed for individuals with straightforward tax situations, this service covers …
Learn moreJoint Tax Preparation
$300.00
starting at
Tailored for joint filers, this service requires a minimum two-hour consultation to …
Learn moreLong-form Tax Preparation
$350.00
starting at
This service caters to clients with self-employment income, rental properties, or other …
Learn moreStudent/Simple Tax Preparation
$150.00
Ideal for students or simple tax scenarios, this service covers the American Opportunity …
Learn moreBusiness Tax Preparation
$750.00
starting at
For businesses operating as standalone entities, we offer specialized tax preparation …
Learn moreW7 ITIN Application Assistance
$250.00
As a Certified Acceptance Agent, we provide expert assistance with W7 ITIN applications …
Learn moreTax Debt Resolution
We assist clients facing significant tax debt, working with you to develop effective …
Learn moreAudit Protection
$99.50
Our audit protection service offers professional assistance in the event of an IRS audit …
Learn moreState Income Tax
$50.00
starting at
Fees for preparing and e-filing (if possible) your state income tax start at only …
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You may not need to open your wallet
How Pay-by-Refund Works
Once the tax return is prepared and a refund is expected, a Refund Transfer can be used to pay for tax preparation.
Step 1: Choose to pay-by-refund
If there is a tax refund due to you, let your tax professional know if you would like to select the pay-by-refund option before your tax return is filed. You'll decide how you want to receive your refund amount too.
Step 2: File the tax return
The tax return will include Santa Barbara Tax Product Group's (sbtpg) info so the IRS and/or the state will know where to send the tax refund.
Step 3: Receive the refund
Once the refund amount is issued to sbtpg, all associated tax preparation fees are withheld and paid, and the remaining refund amount is issued to the taxpayer.
Have Questions? We’re Here to Help!
Reach out to us anytime for answers, guidance, or more details about our services. We’re ready to make your tax experience simple and stress-free. Connect with us today!