For Individuals

Planning for college and keeping track of your estate planning needs can be tough. Our individual tax services in Santa Barbara can help you overcome any financial setbacks you may experience with financial planning. We offer tax planning, financial planning, estate planning, succession planning services.

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Steve Pybrum’s Three Simple Steps For Better Information Security Management

Unless you're a Patriots fan, the Super Bowl sure was a snoozefest, eh? The snarky tweets were in full force, and there were many sad bettors who might want to check this out (unless, of course, they just want to let us handle it for them, which is always wise).Even...

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement? It sounds too good to be true. And it is too good to be true… unless you know the ins and outs of the college funding system and...

Non Profit Accounting

Let Us Help You Create The Non-Profit of Your Dreams! In order to setup and maintain your tax exempt status, your organization must meet very specific expense and income classifications. The IRS determines your eligibility with the following: Yearly Income Statements...

Cashflow Management

In this Economy “Cash is King”… We’ll Make Sure You Are Positioned Right. Understanding when, where, and how your cash needs are being met is crucial to owning a successful business. If your cash-in exceeds your cash-out, life is good. When cash-out exceeds...

Winery Industry

The winery segment of our business runs deep, mostly because we love good wine. Deeply involved with the Central Coast wine region and the Napa Valley wine region puts us in touch with some of the world’s best producers of fine wine. Winery operations are...

Starting a Business

Know the Simple Steps for Starting Your Business Right. Owning your own business is right up there with apple pie and baseball as an American pastime. In order to assure that your business succeeds beyond the initial desire and thrill of fulfilling a dream, you must...

Solving Problems in Businesses with Effective Solutions

There's this idea out there among many wannabe business owners that they have to come up with the next completely fresh idea in order to have a great business. Shows like Shark Tank (which I love) go towards creating this kind of mindset -- although the sharks do a...

Steve Pybrum’s First Key To Building Wealth

Not only are we entering into the thick of tax season in California, we are getting some winter weather complete with rainfall.Meanwhile back at the ranch, the IRS is still recovering from the PREVIOUS shutdown, but the day after Presidents' Day happens to be their...

Food Processing Industry

The firm has detailed subject files for processing food, packaging, marketing and distribution of packaged foods. Some clients grow the product and then have to process, cool, package the product and then ship to market foods that have been severed from the soil....

The Pareto Principle And Your Company’s Work Cycle

Slogging through the summer, and with the weather still hot, it can be really tempting to sort of press cruise control for the month of August until Labor Day hits us, and *then* really put that nose to the grindstone. But could it be that a rhythm of working a...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!