Brett & Sands - Professional Services Inc.

Services >> Income Tax

Brett & Sands Professional Services handles Income Tax matters for individuals, small business owners and professionals. Let us take the burden off your shoulders! Our service is distinguished by close personal attention to your tax preparation needs. The objective of every tax return preparation and income tax planning engagement is to ensure you pay the lowest possible tax allowed by the tax rules this year and in future years, so your assets can grow. Available tax services include federal and state income tax return preparation, preparation of amended tax returns to reflect post-filing changes in a tax situation, and income tax planning for multiple years or specific situations.

In short, there are many reasons to choose Brett & Sands including:

Year-Round Support – Our office is open year round to serve your needs.
Satisfaction Guarantee – We guarantee our service 100%. If you are not satisfied for any reason, we will refund your preparation fees.
Free Consultation – Information and consultations are always free at Brett & Sands.
Free Copies – You can, at any time, get copies of your tax return for free.
We charge a FLAT FEE for tax preparation, not by the form as most preparers do.

FLAT FEE TAX PREPARATION SERVICES!

Here is the price schedule for 2007:

Personal Income Tax Returns including your Federal Tax return and one state...regardless of whether you Itemize or take the Standard deduction are:

$75.00 with FREE ELECTRONIC FILING included for Federal and State Returns where possible. Refunds filed electronically by Direct Deposit usually arrive within 10-14 days. Federal refunds are released on Fridays Only. State refunds are processed based on each individual state guideline. State only tax returns are still $75.00 as the Federal tax return MUST be calculated as those figures are also utilized on the state income tax forms.

There is a $25 fee for the Tax Refund Anticipation loan (RAL) if applicable.

Each Additional State is $15 per state.

Small Business (Schedule C) and Rental Real Estate (Schedule E) starts at $130 and include your Federal and State Tax Returns. Each additional State is $15 per state

Partnership Tax Returns (1065) and Corporation (1120/1120S) starts at $150 and include your Federal and State Tax Return. Each additional State is $15 per state.

For ALL EXTENSION FILERS for TAX YEAR 2007, we request payment for our services at the time the extension is requested by the taxpayer. The fee is $25.00. This will be subtracted from your final bill once the full tax return is completed by our firm. A temporary tax calculation MUST be provided with the extension request. Failure to attempt to calculate your tax liability accurately may result in the denial of your extension request by the Internal Revenue Service.

Brett & Sands prepares tax returns based on the information that is provided by the client each tax year. Our firm may not be held responsible for missing, incorrect, or incomplete data provided by, or omitted from, any taxpayer or financial entity associated with the preparation of any tax return or prepared document.

All clients assume complete responsibility for all data utilized in the preparation of tax returns.

At Brett & Sands, the IRS Direct option is free with your paid tax preparation. With IRS Direct, you can choose to receive your refund directly from the IRS either by direct deposit or check. If you choose direct deposit, your refund will be deposited directly into your personal bank account in approximately 8 to 15 days. If you opt to receive a check, the IRS will mail your refund check to you in approximately 21 to 28 days.

IRS Income Tax Refund Status

Regardless of whether you choose to receive your refund via direct deposit or check, with IRS Direct you can monitor your IRS income tax refund status. This popular feature, provided by the IRS, allows you to check your IRS income tax refund status online or by calling 1-800-829-1954. When you check the status of your refund, you will receive a message that confirms the expected date of deposit. However, it will not specify the amount of the individual deposits or the accounts to which the deposits were made.

Click here to find out the status of your Alabama Refund.

“Brett & Sands specializes in electronic filing (e-filing), which is free with paid tax preparation. As an authorized IRS e-filer, when you have your taxes prepared by Brett & Sands, you can take advantage of the latest technology to ensure accuracy and speed up the refund process. The IRS also provides timely acknowledgement that they have received tax returns that have been e-filed. Since e-filing is the fastest way to file your income tax return, you’ll also be able to find your IRS income tax refund status even sooner “

Brett & Sands specializes in electronic filing (e-filing), which is free with paid tax preparation. As an authorized IRS e-filer, when you have your taxes prepared by Brett & Sands, you can take advantage of the latest technology to ensure accuracy and speed up the refund process. The IRS also provides timely acknowledgement that they have received tax returns that have been e-filed. Since e-filing is the fastest way to file your income tax return, you’ll also be able to find your IRS income tax refund status even sooner

Tax Refund Anticipation Loan (RAL)

A Refund Anticipation Loan (RAL) is a loan made available to qualified customers by a bank based upon several criteria, including the customer’s anticipated tax refund. When you are approved for a tax refund anticipation loan, you can receive the net proceeds in as little as 1 day*. There is no out-of-pocket payment required because all fees will be withheld from the loan amount. The RAL is paid back with your refund. *Subject to credit approval, terms & conditions. Refund Anticipation Loan (RAL) up to $9,999 provided by Santa Barbara Bank & Trust, a division of Pacific Capital Bank N.A.. A RAL is a short-term loan based upon & secured by the consumer’s expected federal tax refund. Must file taxes electronically to qualify. Bank and Brett & Sands fees deducted from loan proceeds.

You don't need a bank account! When you select a tax refund anticipation loan you come back to Brett & Sands to pick up your check.

Tax Organizers:

Click here (pop-up window) for a list of What to Bring for your appointment with Brett & Sands

Click here for our Individual Tax Organizer.