Tax Preparation

• Individual 1040
• Small Business Sch C
• FREE Online Filing with tax preperation in our office.
• Extensions
• Past Year(s) Filing available
• FREE State filing with Federal preparation in our office
• Notary Public service
• Drop-Offs available and returned with 24 hrs.
• Mobile pickup available within city limits.
• No upfront fees available with bank products.
• Help with ITIN submissions                               

Electronic Refund Checks & Deposits

ERC: Electronic Refund Check – Unbanked taxpayers can receive their federal refund faster without paying any fees up front.

• Refund is direct deposited from IRS with Santa Barbara Tax Products Group
• Tax preparation fees are deducted and deposited into preparer bank account
• Refund check, less fees, prints in tax office for taxpayer pick up

ERD: Electronic Refund Deposit – The federal refund is direct deposited to a taxpayer bank account, with no need for a return trip to the tax office.

• Refund is direct deposited from IRS with Santa Barbara Tax Products Group
• Tax preparation fees are deducted and deposited into preparer bank account
• Refund, less fees, is deposited via ACH into taxpayer’s personal bank account

State ERC or ERD – Available in all states with electronic filing and only in conjunction with a Federal bank product.

• Refund is direct deposited from State with Santa Barbara Tax Products Group
• Any outstanding tax preparation fees are deducted from the refund and deposited into preparer bank account
• Funds are disbursed to taxpayer by the same method chosen for the Federal product.