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.

Let’s Talk About Your Business…

See, relative to their income, the rich are frugal. They save and invest. They spend less than 65% of their take-home pay on day-to-day expenses.

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...

The Joys Of Providing Professional Tax Services

Well, our primary work for this tax season in has just about wrapped up. But notice I said "primary", there ... you see, unlike some professional tax services in , we make it a point to do a bit more than simply "fill out forms" on your behalf. I'll tell you more...

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...

3+ Reasons Why Taxpayers Might Need to File an Amended Return

Well, we did it. You did it. We made it through the tax busy season. Every year, when I shut our office door on April 15th (the 17th this year -- er, the 18th, because of the IRS "issues"), I feel a huge weight lift off of my shoulders. Going home that day is very...

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...

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:

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...

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...

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...

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!