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.

IRS Form 4852: Canberra Company Explains the Substitute for the W-2

 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...

Tax Consulting

Don’t Waste Your Valuable Time on Bookkeeping and Finances… Give Yourself Time to Do What You Do Best – Go Out and Get More Clients! Most business owners waste valuable time attempting to manage finances and keep up the bookkeeping end of their business when the...

Marketing Tips for Business Owners

As you may have heard, "Labor Day" originated during the time of 7-day workweeks of 12-hour days, in the late 1800's, as our country was in the throes of the Industrial Revolution. Times have certainly changed since then -- and our economy is no longer driven by the...

Focus Training For Folks

Now that we're into June, it really does feel like summer is here. The air conditioning kicks in, the days are hotter ... and, if you're like me, "focus" becomes something I have to set myself towards. It doesn't just "happen" -- especially when the days are hot. It...

Quickbooks Services

Save Time and Money With QuickBooks. QuickBooks financial management software was created with small to mid-sized business owners like you in mind. You will benefit from using QuickBooks in the following ways… Save Time. In QuickBooks, many common tasks are dealt...

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...

The Behavior Profile of Our Clients with the Highest Level of Financial Security

The madness of March certainly delivered over the weekend, huh? Plenty of upsets and surprises, which always makes this time of year fun for basketball fans. Or, so I hear. After all, this tournament seems to happen yearly, and until the IRS changes the deadline for...

Reset Quickbooks

Does Your Bookkeeping Need a Little Housecleaning? If you have eased your way into using QuickBooks and learning to utilize the software to your advantage, you may find that your records could use a little “housekeeping.” Let our expert assist you with our 4-hour...

Three Keys To Shorter Meetings For Your Business

Last week I wrote about working less and testing the 80/20 hypothesis for your business work cycle. I'd love to know if you had a chance to consider putting this into practice, send us an email using the email icon at the top right-hand corner of our site when you...

Plan For Your Succession

WARNING: Passing Your Business to a Family Member or Associate Can Be a Risky Proposition. 7 out of 10 family owned businesses will not survive the transfer of the business from one generation to another. Lack of planning and discomfort discussing topics such as...

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!