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.

Restaurant Industry

Known in the industry as the firm to hire when there is a business fire. The Red Adair of the restaurant industry. Yes the Red Adair, not Fred Astaire (born Frederick Austerlitz; May 10, 1899 – June 22, 1987). When you have your back to the wall and the lender is...

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...

Getting Your Estate Planning Right as a Single Parent

Being a parent is a lot of responsibility, but being a single parent is an even greater responsibility. You have so many things on your plate, from maintaining a job (or a business) to keeping up with household chores to caring for your children—and their future....

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...

Food Processing Industry

The firm has detailed subject files for processing food, packaging, marketing and distribution of packaged foods. Some clients grow the product and then have to process, cool, package the product and then ship to market foods that have been severed from the soil....

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...

Tax Planning for Big Savings

Would You Like to Shrink Your Yearly Tax Burden? Our Proprietary Plan Will Minimize Your IRS Liability. Our tax professionals focus on mastering the nuances of tax law, complex tax codes and staying up-to-date on changes that will affect your tax returns throughout...

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...

Keeping Your Business Focused On Revenue Growth and Customer Retention

We've been talking about meetings, efficiency, and how business owners simply have to stay laser-focused on tasks that will bring them and their business towards actually achieving their goals. Especially with all of the political and cultural chaos we're...

Delayed Gratification: Staying Focused to Get Ahead (Later)

For sports fans, that was quite a run last week. The NHL crowned its champion (and the nation's capital seemed like it was one massive street party for the weekend), the rest of the NBA conceded to the Golden State Warriors, and we witnessed another Triple Crown in...

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!