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SOURCE FINANCIAL SOLUTIONS

SFS Tax professionals offer a range of services aimed at helping individuals and businesses manage their tax obligations efficiently and in compliance with the law. Here’s a breakdown of common tax pro services:

professional tax services

Tax Preparation

Tax Planning and Strategy

Tax Planning and Strategy

  • Preparing and filing tax returns for individuals, small businesses, corporations, partnerships, estates, and trusts.
  • Ensuring all deductions, credits, and exemptions are applied correctly to minimize tax liability.
  • Reviewing prior-year returns for potential missed deductions or errors.

Tax Planning and Strategy

Tax Planning and Strategy

Tax Planning and Strategy

  • Offering advice and strategies to reduce tax burdens,  especially through long-term tax planning.
  • Helping clients plan for upcoming tax years by advising on investments, deductions, retirement contributions, and other financial decisions that can affect taxes.
  • Advising small business owners on tax-saving strategies, including optimal legal structures and expense tracking.

Audit Representation

Tax Planning and Strategy

Tax Compliance and Reporting

  • Representing clients during audits by the IRS or state tax authorities.
  • Assisting with documentation, communication, and  negotiations with tax authorities to help clients resolve tax disputes.
  • Explaining audit procedures and helping clients prepare in case of future audits.

Tax Compliance and Reporting

Tax Compliance and Reporting

Tax Compliance and Reporting

  • Helping clients meet federal, state, and local tax reporting requirements.
  • Preparing sales tax, property tax, payroll tax, and other business-related tax filings.
  • Assisting clients with required forms, filings, and  payment schedules to avoid penalties.

Tax Problem Resolution

Tax Compliance and Reporting

Business Advisory Services

  • Assisting clients in resolving tax issues, such as unpaid taxes, tax liens, garnishments, or back taxes.
  • Negotiating with the IRS on behalf of clients,  including arranging installment agreements or offers in compromise to      settle tax debts.
  • Advising on strategies to minimize interest and penalties associated with tax problems.

Business Advisory Services

Tax Compliance and Reporting

Business Advisory Services

  • Assisting business clients with entity selection and structuring (e.g., LLC vs. S-corp) for optimal tax benefits.
  • Advising on tax-deductible business expenses, home office deductions, and depreciation schedules.
  • Helping with tax implications of significant business decisions, such as hiring employees, expanding, or acquiring other businesses.

Schedule a Tax preparation consultationSTART YOUR TAX PREPARATION TODAY!

Tax Resource Center

Tax Client Intake form

TAX FORMS & PUBLICATIONS

TAX FORMS & PUBLICATIONS

Please complete this form to provide us with important information needed to complete your tax return.  ​Any personal information that you supply to us remains your personal property.

tax services intake

TAX FORMS & PUBLICATIONS

TAX FORMS & PUBLICATIONS

TAX FORMS & PUBLICATIONS

The publications listed are located on the IRS Web site and require Adobe Acrobat Reader to view. Visit the Adobe Web Site to install the latest version of Acrobat Reader.

TAX FORMS

Tax Calendar 2025

TAX FORMS & PUBLICATIONS

Tax Calendar 2025

 Here's a comprehensive 2025 tax calendar for U.S. federal taxes. It includes important filing dates and deadlines for individuals, businesses, and certain specific filings. 

mark your calendar

tax brackets 2025

TAX PRODUCT GROUP ADVANCE

Tax Calendar 2025

Here are the projected federal tax brackets and rates for 2025 for single filers, married couples filing jointly, heads of household, and married individuals filing separately. These rates may vary slightly if there are adjustments or legislative changes. 

Check tax brackets

TAX PRODUCT GROUP ADVANCE

TAX PRODUCT GROUP ADVANCE

TAX PRODUCT GROUP ADVANCE

Santa Barbara Tax Products Group (sbtpg) became a Green Dot company in 2014. We offer tax-related financial products through a network of tax preparation franchises, independent tax professionals and online tax preparation providers. 

TAX REFUND ADVANCE LOAN

Track your refund

TAX PRODUCT GROUP ADVANCE

TAX PRODUCT GROUP ADVANCE

The IRS should issue your refund check within six to eight weeks of filing a paper return. If you chose to receive your refund through direct deposit, you should receive it within a week. If you use e-file, your refund should be issued between two and three weeks.

Track your refund
start your tax preparation today!

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