Tax Preparation Services
Tax Preparation Services
Basic Tax Preparation
Designed for individuals with straightforward tax situations, this service covers federal and state income tax filings for clients with …
Learn more$200.00 starting at
Joint Tax Preparation
Tailored for joint filers, this service requires a minimum two-hour consultation to thoroughly address both parties' tax situations. Our …
Learn more$250.00 starting at
Long-form Tax Preparation
This service caters to clients with self-employment income, rental properties, or other unique tax needs requiring Schedules A, C, D, or …
Learn more$300.00 starting at
Student/Simple Tax Preparation
Ideal for students or simple tax scenarios, this service covers the American Opportunity Tax Credit (AOTC) and no more than two W-2 forms. …
Learn more$100.00
Business Tax Preparation
For businesses operating as standalone entities, we offer specialized tax preparation services to meet unique business needs, ensuring …
Learn more$500.00 starting at
W7 ITIN Application Assistance
As a Certified Acceptance Agent, we provide expert assistance with W7 ITIN applications and renewals for clients unable to obtain a Social …
Learn more$250.00
Tax Debt Resolution
We assist clients facing significant tax debt, working with you to develop effective strategies for resolution. Our experienced partner …
Learn moreAudit Protection
Our audit protection service offers professional assistance in the event of an IRS audit or inquiry. We stand by you to provide support, …
Learn more$99.50
State Income Tax
Fees for preparing and e-filing (if possible) your state income tax start at only $50.00. More complex situations may call for a larger …
Learn more$50.00 starting at
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!