SB Tax Pros - Santa Barbara, California

Address: 55 Hitchcock Way Unit 108, Santa Barbara, CA 93105.
Phone: 8052291041.
Website: sbtaxpros.com
Specialties: Tax preparation service.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Appointment required, Appointments recommended.
Opinions: This company has 62 reviews on Google My Business.
Average opinion: 4.7/5.

📌 Location of SB Tax Pros

SB Tax Pros 55 Hitchcock Way Unit 108, Santa Barbara, CA 93105

⏰ Open Hours of SB Tax Pros

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: 9 AM–4 PM
  • Sunday: Closed

Okay, here’s a comprehensive overview of SB Tax Pros, crafted in a formal and approachable style, suitable for someone seeking professional tax assistance:

Introduction to SB Tax Pros

For individuals and businesses in Santa Barbara, California, seeking reliable and efficient tax preparation services, SB Tax Pros presents a compelling solution. Located at 55 Hitchcock Way Unit 108, Santa Barbara, CA 93105, this established firm is dedicated to providing comprehensive tax support with a strong emphasis on client satisfaction. Contact them directly at 8052291041 or visit their website at sbtaxpros.com to learn more and schedule an appointment.

Services Offered and Key Features

SB Tax Pros specializes in a broad range of tax preparation services. They cater to both individual and business clients, handling everything from simple returns to more complex situations involving investments, self-employment income, and deductions. The firm prides itself on its ability to deliver timely and accurate results. Crucially, they offer both online appointments and onsite services, providing flexibility to suit client preferences. To ensure efficient service, an appointment is required, and appointments are strongly recommended to maximize the value of your consultation.

Accessibility and Practical Information

SB Tax Pros is committed to providing an inclusive environment. The facility boasts a wheelchair accessible entrance and wheelchair accessible parking lot, demonstrating a clear dedication to accommodating all clients. It’s worth noting that the firm is equipped to handle a significant volume of paperwork, as evidenced by the speed at which they process forms – a factor frequently highlighted in client feedback.

Client Feedback and Reputation

SB Tax Pros has garnered a consistently positive reputation within the Santa Barbara community. They currently have 62 reviews on Google My Business, with an impressive average opinion of 4.7/5. The feedback consistently praises the firm's responsiveness, professionalism, and the expertise of its team, particularly Rod. It is clear that client relationships are a core priority. The dedication to providing swift service, coupled with transparent pricing, contributes to the high level of satisfaction reported.

Contact Information and Next Steps

To explore how SB Tax Pros can assist you with your tax needs, we strongly recommend visiting their website: sbtaxpros.com. You'll find detailed information about their services, contact details, and the ability to schedule an appointment. Alternatively, you can reach them directly by phone at 8052291041.

👍 Reviews of SB Tax Pros

SB Tax Pros - Santa Barbara, California
Elizabeth J.
5/5

I will be referring Rod to friends and family. The customer service was impecable and services were done quickly. Pricing is just right. I dropped off w-2s this morning and Rod filed them by lunch. I wish I knew of SB Tax Pros sooner!

SB Tax Pros - Santa Barbara, California
Jennifer W.
5/5

I am so grateful for Rod .
I have known him for over a decade now .
He is next level exceptional in his field .
I highly recommend him .

SB Tax Pros - Santa Barbara, California
Max K.
1/5

I highly recommend against using SB Tax Pros. While Rod is a very nice guy, I do not believe he is a good CPA. He may be a good CPA for maybe the basic of basic tax needs, but not for anything slightly more complicated (stocks, crypto, backdoor roth IRA conversions, tax credits, etc).

Firstly, when I sent him my tax documents, I also gave him specific instructions on what forms to fill out because my tax situation is a bit more complex than a typical tax payer. Not only did he not follow my instructions, he didn't even properly fill out the forms he was supposed to fill out.

For anyone interested, if you did a backdoor roth IRA, that requires an 8606 form which I told him he needed to fill out. Never happened. I also gave him other instructions as well such as using a previous years tax credit carryover. He never did that either. These mistakes resulted in him saying that I owed more than $13k to the IRS. I saved myself $13k by doing my own taxes using TurboTax rather than paying Rod to do my taxes.

Secondarily, before all of this, I recommended him to a coworker. With my coworker, Rod did not properly fill in the cost basis for capital gain/loss reporting even though my coworker has proof that he sent in both the 1099 and the supplemental stock forms (which has the adjusted cost basis). I ended up catching this mistake when I reviewed my coworkers taxes. Rod just used the cost basis of $0 rather than the actual cost basis. This resulting in over a $40k mistake in capital gain/loss reporting that my coworker never should have owed.

So to summarize, do not go to SBTaxPros for anything complex, anything stock related, etc. It can cost you thousands of dollars, or even 10's of thousands of dollars.

SB Tax Pros - Santa Barbara, California
Judith A.
5/5

So impressed! Rod is very knowledgeable and professional. I switched over to him this year because I had a bad experience with my previous year tax accountant and ended up owing a lot of money. I am going to have Rod review my 2021 taxes. But this year Rod made everything so simple and he also did my son’s taxes. So happy that I made this switch. He gave me very good advice and is very trustworthy!

SB Tax Pros - Santa Barbara, California
Cecilia G.
5/5

I cannot say enough great things about Rod! I started a small brand marketing business in 2021 and wanted to be prepared for the tax season. I found SB Tax Pros in my search for tax professionals that could help me answer some questions. Rod was very quick to respond to my email. I reached out in September of 2021 so that I could make sure to connect with him before the busy tax period and he met with me and answered all of my questions. I am proud to say that was well prepared with all of my tax documents. Making an appointment was easy on Rod's website. I highly recommend Rod to everyone!

SB Tax Pros - Santa Barbara, California
Nick S.
5/5

SB Tax Pros are exceptional!
Rod is friendly, knowledgeable and always makes sure that the process is smooth and easy to understand.
Thank you, Rod!

SB Tax Pros - Santa Barbara, California
Moran F.
5/5

Rod is truly awesome! He is very professional and friendly. He made our tax experience smooth and easy. If your looking for someone you can 100% trust Rod is your guy. Thanks Rod for the great service, we appreciate everything!

SB Tax Pros - Santa Barbara, California
Teddy T.
5/5

Rod has been a blessing to work with!! He makes you feel really comfortable when dealing with your taxes. His knowledge and professionalism are top notch. He is also very efficient and provides these services at a reasonable cost. I recommend him to anyone and everyone!

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