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.

Strategic Business Coaching

More Than Just a Tax Return Service… We Will “Take You By The Hand” in Every Aspect of Your Business. Without a blueprint, it is very difficult to know what you are building. For the successful business, a Strategic Business Plan is instrumental to making sure...

A Doubt in Mind: Heirs Mishandling Inheritance

We’ve all heard those stories: A rich man or woman dies. Their family inherits their wealth. They go on a spending spree, showing an absolute lack of financial maturity. And soon, they are left with nothing—they go broke. If you have any doubt in mind that your...

Understanding Your Airbnb And Taxes

As of this writing, the federal government is still in a "partial shutdown", and things are starting to fray around the edges, even for those whose paychecks aren't being affected. Already, it's the longest in history.Which, for a media starving for any kind of...

Choosing a Tax Advisor For Your Business? Here’s What To Keep In Mind

Hiring a good tax advisor can help you save hundreds of thousands of dollars every year.
If you’re looking for a tax advisor but don’t know how to choose one, use the following tips to help you out:

What Do I Need To File My Taxes For 2019? Here’s Steve Pybrum’s Checklist

Oh, you thought that calendar on your phone was accurate, did you? You thought 2018 was DONE WITH. OVER. (Hurrah)?Whoops. The fact is that over the following weeks and months, you will be reliving all of your financial decisions from 2018 while we put together your...

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...

Four Tips For Couples To Make Money and Marriage Work Together

It seems like crooks these days keep finding new ways to trick people here in into giving them more money. And no, I'm not talking about Congress. Last week, for those of us in the tax professional world in who are paying attention (because let's be honest -- many of...

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...

IRS Audit Representation

“Take on” the IRS Without Lifting a Finger There is nothing more time-consuming than a “crash course” in tax law when the IRS decides to audit your return. Just the time it takes to gather the documentation supporting every line item on your tax return is...

A Few More Common Marketing Mistakes Made By Businesses

Seeing what has happened in our nation's fourth-largest city has been a sobering reminder of the fragility of life, and business. It's helpful to be reminded that threats and disasters can (and do) strike from directions that you might least expect. And while this is...

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!