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.

Business Cents

By Steven Pybrum-Reliable Tax Specialist/Financial Planner. Author of "Money and Marriage Series of Books." PPP SBA LOAN PROGRAM PROVIDED THRU BANKS & CREDIT UNIONS Loan Proceeds Must Be Used For A Qualifying Purpose To be forgiven, loan proceeds must be spent...

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...

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...

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...

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...

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...

What are Tax Filing Mistakes to Avoid – Infograph

Tax returns every year contain numerous errors, here is a list of the most common errors found in tax filing and how to avoid them

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...

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...

Steve Pybrum’s Second Key To Wealth Building

Believe it or not, we have less than seven weeks before federal taxes are due. The deadline is approaching.!Yikes.We have been meeting with clients (including a fair number of new ones, thanks to YOUR referrals -- keep them coming!), finding so many wonderful ways to...

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!