Big Sky Tax Services provides tax preparation for individuals and small businesses in Santa Cruz, CA, specializing in Form 1040, Schedule C, S-Corp, and partnership returns.
Big Sky Tax Services is a Santa Cruz-based tax preparation firm led by Casey Jacobson, an Enrolled Agent admitted to practice before the Internal Revenue Service and licensed to prepare taxes in all 50 states. Casey holds a Bachelor of Science in Mathematics from Montana State University and a Masters of Education in Educational Leadership from the American College of Education.
The firm specializes in federal and state tax returns for individuals, including those with small businesses, S-Corp or partnership shareholders, rental income, stock and cryptocurrency traders, college students, and those needing filing extensions.
Enrolled Agent licensed in all 50 states
$50 off first return
25% discount for firefighters, veterans, and educators
Specializes in crypto and stock tax filing
Services
Federal Tax Returns
Federal Form 1040 and all attached forms, schedules, and worksheets preparation.
Form 1040All schedules and worksheets
State Tax Returns
Available for all 50 states.
All 50 states
Small Business Tax Returns
Specializing in filing Schedule C, Profit or Loss From Business.
Schedule CSole proprietors
S Corp and Partnership Tax Returns
Specializing in filing Form 1120-S for S Corporations and Form 1065 for partnerships.
Form 1120-SForm 1065
Rental Property Tax Returns
Specializing in filing Schedule E, Supplemental Income and Loss.
Schedule ERental income
Stock and Cryptocurrency Tax Filing
Specializing in filing Form 8949 and Schedule D for capital gains and losses.
Form 8949Schedule DCrypto
Credentials & Certifications
Enrolled Agent (EA)
Reviews
Rating
5
★★★★★
Reviews
14
"He helped us get in all our deductions which saved us a lot of money."
Frequently Asked Questions
What tax services does Big Sky Tax Services offer? +
Big Sky Tax Services offers federal and state tax return preparation for individuals and small businesses, including Schedule C, Form 1120-S, Form 1065, Schedule E, Form 8949, Form 8863 education credits, and Form 4868 extensions.
What are Casey Jacobson's credentials? +
Casey Jacobson is an Enrolled Agent admitted to practice before the IRS and licensed to do taxes in all 50 states. He holds a BS in Mathematics from Montana State University and an M.Ed. from the American College of Education.
Does Big Sky Tax Services file crypto tax returns? +
Yes, the firm specializes in filing cryptocurrency and stock transactions using Form 8949 and Schedule D for capital gains and losses.
What areas does Big Sky Tax Services serve? +
The firm serves Santa Cruz and surrounding areas. They also prepare state tax returns for all 50 states.
What are the business hours? +
Monday through Friday 9:00am to 6:00pm, with weekends available by appointment.
Does Big Sky Tax Services offer discounts? +
Yes, they offer $50 off your first return, 25% off for firefighters, 25% off for veterans and military members, and 25% off for educators and former educators.
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