Our Forms
Discover more about our extensive range of professional services. We constantly update this page, but if you still can’t find what you’re looking for, please feel free to
get in touch with us – we will be more than happy to help. n order to ensure we provide the best services . We have provided a list of required forms and useful information to assist you
We offer all the services as the other leading Tax offices do at a margin of the cost. MTB takes pride in helping people and small businesses with their day to day taxes and accounting needs. This year we wanted to make it easier for our clients to file their taxes even if they are out of town. We provide forms and informative web links and contact information for your tax expert. We always put our customer first and will always explain to you what your refund is and what options you have.
This year we will continue service with Santa Barbara Bank and trust also know as TPG. We offer a couple of different methods to receive your refund, check, deposit and cash card. MTB has a great referral program.
Ask a tax expert for details.
We work around the clock for our clients no appointment is to late.
MTB does offer other services such as bookkeeping, notary, and other legal Services. No one wants to give information to a stranger, but here at MTB we have strong commitment to providing excellent services to all our clients and website visitors. We respect your concerns about privacy none of the information submitted is shared with any third parties for any reason .
Please complete the following forms with your tax information to your appointment
DOWNABLE AND PRINTABLE FORMS
Please complete all forms that list **REQUIRED for your return .
I f you are faxing or emailing your taxes over or printing for your in person appointment.
In order to ensure we provide the best services .
We have provided a list of frequently used forms and useful information to assist you
GOOGLE DOC CUSTOMER QUESTIONNNAIRE EDITABLE
https://docs.google.com/document/d/1_VRiFKLSJE7cIAE4f8RwUikjElaf7hYyTeJ9B1fY7MI/edit?usp=sharing
Customer Questionnaire **REQUIRED
Consent to disclose ** REQUIRED
Self Employment Form **** REQUIRED ONLY IF YOU ARE SELF EMPLOYED, INDEPENDENT CONTRACTOR OR BUSINESS OWNER
if you have a LLC ,PARTNERSHIP OR CORP USE THIS FORM
Additional forms if needed
IRS Internal Revenue Phone number 1-800-829-1040
You can check your refund status at Where's my refund
