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...

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...

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...

For HNW Individuals: Tax Mistakes That Take Toll on Your Tax Bill

Tax goofs are something everyone tries to avoid, but high net worth individuals need to be even more wary of them. The reason is simple: greater wealth brings excess tax burdens, and as such, even a small error, a misjudgment or miscalculation can prove to be...

Why Price Reductions are Bad Positioning for (Almost) Any Business

Our hearts remain with those in Houston and, now, South Florida, who has been dealing with such a massive disruption of their lives -- and during a time of year that is already one of the busiest. The IRS has set up a "catch all" page for those cleaning up from...

QuickBooks Training

The Quick and Simple “Fix” to Any Potential QuickBooks Problems. Our one-on-one instruction is the perfect way to begin your QuickBooks experience. Avoid wasting time on the generalities introduced in a typical class by having our expert come directly to your...

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...

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...

3 More Reasons Why More Families Don’t Have Estate Plans

The Winter Olympics are finished and we are fully immersed in our tax preparation process. We've been enjoying the opportunity to reconnect with so many longtime friends from who trust us with their most sensitive financial details -- and we don't take that privilege...

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...

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!