Additional “Done For You” Services Our Firm Provides
Financial Planning has never been more important. There are so many issues and problems which come up in the course of a normal business or family dealing, that to list all of them would be futile. To resolve financial stress, what you need is a financial planner! There are a number of services our firm has had the pleasure to assist numerous clients with in the past. Below are some of these financial planning and other services we offer.
If you don’t see what you’re looking for, feel free to contact us to find out more about our financial planning services in Santa Barbara, and we’d love to answer questions and help in any way we can.
Mergers & Acquisitions
Word on the tax professional "street" is that tax filing numbers are down across the board so far. That is from data released by software providers (though this year, of all years, I simply don't understand why somebody would use software), as well as overall...