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Dollars
and Sense, a California income tax preparation service, will
guide you through the maze of tax laws. We are experts at tax
preparation, and can help you maximize the deductions for which
you are entitled.
To
get started, please download and complete the Tax Organizer and
checklist tax preparation form. This will help you (and us) to
gather and arrange the correct information for easy and accurate tax
preparation.
2006
Tax
Organizer and Checklist (pdf, 47kB)
2007
Tax
Organizer and Checklist (pdf, 47kB)
Once complete, please call us for an
appointment. We will sit down, review your answers and find ways to
fulfill your tax obligation while also minimizing your tax burden.
Our
focus is tax avoidance, the legal process of finding ways to
minimize your taxes. (The illegal version is called tax evasion)
Most people are entitled to more deductions than they are aware. As
experts in tax preparation, we know what questions to ask you in
order to determine your greatest benefit.
Dollars and Sense is an IRS and FTB
approved Electronic (e-file) Return Originator (ERO) and also offers
Refund Anticipation Loans (RAL's) in partnership with Santa Barbara
Bank and Trust. We can help you with...
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Tax
Planning
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Tax
Preparation
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Electronic
Filing Prior
Year Returns
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Issue
resolution with IRS and FTB
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Power
of Attorneys
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Offers
in Compromise
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Abatement
of Penalties
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Partnerships
and corporations
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Nonprofit
Incorporation
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501(c)(3)
tax exemptions
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Sole
proprietors
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Landlords
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Self-Employment
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Estimated
Taxes
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Incorporation
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1031
Exchanges
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AMT
(Alternative Minimum Tax) Issues
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