Big Sky Tax Services

Local Santa Cruz & Surrounding Areas Tax Preparation

Focused on helping the individual, guaranteeing the most beneficial tax outcome.

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Our Services

  • Federal Form 1040 & all attached forms, schedules, & worksheets.

  • Available for all 50 states.

  • We have you covered! We specialize in filing Schedule C, Profit or Loss From Business..

  • We have you covered! We specialize in filing Form 1120-S, U.S. Income Tax Return for an S Corporation and Form 1065, U.S. Return of Partnership Income.

  • We have you covered! We specialize in filing Schedule E, Supplemental Income & Loss.

  • We have you covered! We are specialize in filing Form(s) 8949, Sales & other Dispositions of Capital Assets and Schedule D, Capital Gains & Losses.

  • We have you covered! We specialize in filing Form 8863, Education Credits.

  • We have you covered! We specialize in filing Form 4868, Application for Automatic Extension of Time to File U.S. Individual Income Tax Return. We will offer guidance on the most beneficial filing outcome.

  • Send an email, call, or schedule an appointment.

Call for appointments
Client Portal

About our owner

Casey Jacobson is an Enrolled Agent (EA), admitted to practice before the Internal Revenue Service and licensed to do taxes in all 50 states. He also 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. Casey is dedicated to helping individuals stay on top of their taxes, no matter the difficulty. He will either maximize the money they are owed or minimize the money they still need to pay. Overall, Casey is an experienced and educated tax preparer. He places the focus on helping the individual, guaranteeing the most beneficial tax outcome. 

Current Offers

  • $50 Off Your First Return

    We would love to help you file first tax returns with Big Sky Tax Services. Remember, we guarantee the most beneficial tax outcome.

  • 25% Off For Firefighters

    Big Sky Tax Services understands how hard firefighters work to protect our communities from disaster. We will take 25% off their entire invoice.

  • 25% Off For Veterans & Military Members

    Big Sky Tax Services respects and commends the work our troops do to defend our nation. We will take 25% off their entire invoice.

  • 25% Off For Educators & Former Educators

    We love working with teachers and their commitment to ensuring our kids get the best education possible. We will take 25% off their entire invoice.

  • "Casey Jacobson has done our taxes for 2 years now and has done such a professional job! He’s fast, efficient and thorough and very knowledgeable! I highly recommend him!"

    Rod & Becky Copenhaver

  • "Filing taxes with Casey has been a wonderful relief! He’s friendly, professional, and knowledgeable and helped to eliminate the stress that normally comes at tax season. The whole process was quick and painless, and I felt confident knowing that he was helping me to get the best return possible. Highly recommended!"

    Michael Finelli

  • "Casey helped my wife and I with our taxes. He was easy to work with and did a great job. We really appreciated his ability to go over our taxes with us. He helped us get in all our deductions which saved us a lot of money."

    Grant Harmon