From simple W-2 returns to complex business filings, COVID-19 credits, and IRS audit defense — we handle everything with accuracy, compliance, and speed.
IRS Authorized ERO
EFIN #748335
PTIN Registered
Circular 230 Compliant
Santa Barbara TPG Partner
CAF #0316-76228R
Our Services
Every service is delivered by PTIN-registered, IRS-authorized professionals with full Circular 230 compliance and encrypted data protection.
Individual Tax Preparation (Form 1040)
Starting at $149
Most Popular
Expert preparation of federal and state individual income tax returns. We maximize your deductions, credits, and refund while ensuring full IRS compliance. Includes W-2, 1099, Schedule C, D, E, and more.
All income types
Itemized deductions
Credits optimization
State returns included
1040 On The Go — ERO-Assisted Filing
Starting at $999.99
Signature Service
Our signature mobile service: scan your documents, we prepare and ERO-review for accuracy and compliance, then e-file directly to the IRS. Starting at $999.99 for the complete ERO-assisted package.
ERO review & signature
IRS e-file transmission
Bank product eligible
Real-time status updates
COVID-19 Tax Credits (SETC & ERC)
Contingency-based
High Value
Recover up to $32,220 in Self-Employed Tax Credits (SETC) for COVID-19 sick and family leave. Also available: Employee Retention Credit (ERC) for qualifying businesses. IRS-compliant amended returns.
Up to $32,220 SETC
ERC for businesses
Amended returns (1040-X)
No upfront cost option
Bank Products & Refund Transfers
No upfront cost
Fast Funding
Access your refund faster with Santa Barbara TPG bank products. Refund Transfer, Pre-Acknowledgment Loans, and Easy Advance options available. No out-of-pocket cost — fees deducted from refund.
Refund Transfer (RT)
Easy Advance up to $6,000
Pre-Ack Loan available
Same-day funding options
Business Tax Returns
Starting at $299
Business
Complete tax preparation for sole proprietors, partnerships, S-Corps, C-Corps, and LLCs. Schedule C, Form 1065, 1120, 1120-S. Payroll tax reconciliation and quarterly estimates included.
All entity types
Schedule C & K-1
Payroll reconciliation
Quarterly estimates
IRS Audit Defense & Representation
Starting at $299
Protection
Full IRS audit defense and representation under Circular 230. CAF authorization (Form 2848), IRS transcript retrieval (Form 8821), CP2000 response, and correspondence audit support.
Form 2848 POA
Form 8821 authorization
CP2000 response
Audit representation
IRS Savings Bonds (Form 8888)
Included with return
Purchase U.S. Series I Savings Bonds directly from your federal tax refund using Form 8888. Inflation-protected, tax-deferred growth. We handle the election and IRS submission.
Series I Bonds
Inflation protection
Tax-deferred growth
Form 8888 included
Tax Planning & Refund Estimator
Starting at $99
Year-round tax planning consultations and real-time refund estimation. Withholding optimization, estimated tax payments, and strategic planning to minimize your tax liability.
Refund estimator
Withholding review
Quarterly planning
Year-round support
500+
Returns Filed
4.9★
Average Rating
$32,220
Max SETC Credit
24hr
Average Turnaround
Ready to Get Started?
Book your appointment today. Fast, accurate, IRS-compliant tax preparation with real-time status updates and encrypted document handling.