At Summit, we provide reliable tax preparation and consulting  services to various business entities and to individuals with diverse financial  interests, including sole proprietorships, rental activities, sale of capital assets, retirement and investment income, and farming. Tax preparation services are also available online for individuals who wish to prepare their own returns.

Tax Preparation and Consulting

Summit is an authorized E-File provider. This service is included in the cost of tax return preparation. E-File services are also provided online for individuals who wish to prepare their own returns.

Electronic Filing

Summit Tax Solutions is unable to offer E-File related loan products for the 2016 tax season. We apologize for any inconvenience this may cause our patrons.

 

Fee Collection Products:

RT: Refund Transfers are offered through Santa Barbara Tax Products Group. The purpose of this option is to provide a mechanism whereby tax preparation fees can be withheld from a taxpayer’s federal tax refund. This is not a loan. Once SBTPG  receives the taxpayer’s refund from the IRS, preparation and administration fees are withheld, and the balance is then disbursed to the client via direct deposit to a personal bank account or a cashier’s check. Cashier’s checks prepared in our office may be cashed locally by unbanked clients for amounts up to $9,500; a small fee applies. Please be advised that additional costs are associated with this product.

 

 

Loan Products:

If ’our’ tax returns are questioned by authorities in any way, Summit will provide unparalleled support throughout the examination process. Often, these issues can be resolved easily without additional charge for our services. In some instances, however, substantive additional work may become necessary. If additional forms, letters, or other services are involved, then additionally fees will result.

If we have made errors on your return, however, Summit will make every effort to rectify the issues at no additional charge to the taxpayer. Furthermore, Summit will reimburse any interest and/or penalty associated with such errors.  However, due to newly adopted tax preparer penalties by the federal government, cf. Small Business and Work Opportunity Act of 2007, our liability in such matters will be limited to the amount paid for tax preparation services.

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