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Tax Services:
Taxes and tax laws are complicated by nature and therefore can be very stressful for most people. Our business is built around helping taxpayers to better deal with taxation by assisting them in preparing, filing, managing their taxes, and enhancing their understanding of the tax laws.

Our tax services are generally classified into the following two categories by the type of taxpayer. Please note that a taxpayer may be subject to tax application in one or more of the tax areas listed below.

This service covers all tax applications reported using the US Individual Tax Return Form 1040 in all formats regardless of the number and types of the attached schedules.

Personal Tax Services:
Our professional tax return preparation and filing services are cost-effective and can provide taxpayers with reasonable assurance that their tax returns are accurately prepared and timely filed, and that all applicable tax laws and regulations were considered in order to maximize taxpayers’ benefits.

Our tax preparation service is “personalized” and extends beyond the mere preparation of a tax return. We view the current year’s filing as an extension of the past and a step toward the future; therefore, we always place the utmost importance on understanding our clients’ tax plans and objectives and finding the necessary means to assist them in meeting those objectives.

Individual tax services cover all of the 1040 tax returns, regardless of the type of return (as in 1040, 1040A, 1040NR, etc.), complexity, or degree of sophistication. If you have a particular question in this area, please fell free to call us.

Tax Services for Business:
Tax services for business entities such as corporations, partnerships, and all other entities not taxed as an individual.

*We offer corporations, partnerships, sole-proprietors, all other business taxpayers a full range of federal, state, and payroll tax planning and management, tax record keeping, and tax return preparation and filing services.

Special focus is placed on small and start-up business, where our comprehensive tax management approach would provide a complete solution to all business tax filing requirements including:

    Ø     Annual federal income taxes returns and quarterly management reports
Ø Quarterly Federal payroll taxes Quarterly returns and deposits
Ø Sales and Use Tax Returns, Alcohol and Tobacco Tax Returns
Ø State Franchise Taxes
Ø    Federal Unemployment Taxes

Our business services aim to provide our clients with the level of commitment similar to having a CPA on staff where we handle the taxes and you manage the business. Regardless the size of your business, you can always expect quality, efficient and personalized service with commitment to excellence.

Business Formation:
Let us help form your NEW Corporation (for profit and  non-profit) and the Now popular LLC. Why take unnecessary risks? Allow us to help you get the protection you need.

Refund Anticipation Loans:
** We provide loans through Santa Barbara Bank and Trust for those who may not have funds available to pay for their return up-front or who just simply need their refund immediately (Rapid Refund). With proper ID check and backgound information regarding current tax liabilities you can be on your way to receiving fast cash.
Note: Your R.A.L./R.T. is subject to approval by Santa Barbara Bank and Trust

Bookkeeping Services:
Consulting -----------$100 per hour
Bookkeeping---------$50 per month minimum to $300 minimum (based on complexity and size of business/corporation)

Setup Fees:
QuickBooks---$150-$250   IND/BUS (price for 2 hours)

* Please note that All Business returns require an Engagement Letter.

** Santa Barbara Bank and Trust is in no way responsible for the accuracy of any return. All responsibility for your preparation is through the superior services of N .T.S.

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