Service 01 — Tax Preparation
Less stress. More clarity.
We prepare your return carefully, explain it in plain language, and make sure you're not leaving anything on the table.
Every return reviewed line by line.
Individual & family
W-2 income, dependents, credits and deductions — prepared with care.
Small business
Returns for sole proprietors and small businesses, done right.
Self-employed & 1099
Gig work, contract income and business expenses sorted out.
Prior-year & amended
Missed a year or need a correction? We'll help you catch up.
Homeowners
Mortgage interest, property taxes and home-related items covered.
Tax refund advance
Get part of your refund sooner through Santa Barbara Bank. Ask us if you qualify.
Before your appointment
What to bring.
Not sure you have everything? Call anyway — we'll tell you exactly what's needed.
- Photo ID and Social Security cards for everyone on the return
- W-2s, 1099s and any other income forms
- Last year's tax return, if you have it
- Receipts for business or work expenses
- Mortgage, tuition, childcare or medical statements
- Bank account details for direct deposit
Let's get your return started.
Call or text to set up a time. Bring your documents and we'll take it from there.