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Tax Preparation and Consulting:

At Summit, we provide reliable tax preparation and consulting  services to various business entities and to individuals with diverse financial  interests. We have considerable experience with, for example, domestic and international students; middle-class families; the Affordable Care Act; rental activities; sale of capital assets, including stocks, mutual funds, personal homes, and rental properties; installment sales; sole proprietorships; pass-through activities; retirement and investment income; farming and farm-rental activities; US citizens living and working abroad; multi-state returns; foreign financial account reporting; and those who just seek convenience and peace of mind having a professional take charge of their tax-filing obligations.

Tax preparation services are also available online for individuals who wish to prepare their own returns.

We are available year round to provide support in tax planning for individuals, business start-ups, and business re-characterizations. We stand behind the work we do and are always available if and when you need any assistance long after your return has been filed

 

 

Electronic Filing:

Summit is an authorized E-File provider. This service is included in the cost of tax return preparation.

Service Guarantee:

If ’our’ tax returns are questioned by authorities in any way, Summit is available year-round to provide unparalleled support throughout the 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, 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 up to the amount paid for tax preparation services. Summit, however, does not pay one’s taxes owed. 

Loan Products:

Summit Tax Solutions has chosen not to offer E-File related loan products for the 2018 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.