Services >> Income Tax
Brett Professional Services handles Income Tax matters for individuals, small business owners and professionals. Our services are 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.
Brett Professional Services 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 Professional Services, 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 Professional Services 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 Professional Services, 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 Professional Services 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 Professional Services to pick up your check and/or debit card.
Tax Organizers:
Click here (pop-up window) for a list of What to Bring for your appointment with Brett Professional Services
Click here for our Individual Tax Organizer.