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.

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...

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...

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...

Financial Planning For the Youth – How Taking on Financial Responsibility In Teenage Years Pays Dividends in Adulthood

We at Canberra Company provide college financial planning for parents and students. Our service helps students save up, invest, and gain financial aid to get into their dream college. We also offer financial planning services as well as estate planning. Schedule an appointment with us at (805) 962-1040.

Filing Late On Taxes? You Might Actually Be Among ‘s Smartest

There are less than two weeks remaining before the tax deadline of April 17th.  Does that startle you? If you're filing late on taxes this year, let's talk. We can easily file an extension on your behalf, and make sure  that your return is handled as advantageously...

Estate Planning Mistakes Made By High Net Worth Individuals

As individuals, most of us need to plan for our future. Having a carefully thought out estate plan is an excellent way to ensure you’ve secured your future for yourself and your family. As a high-net-worth individual, you have to be even more aware of your estate...

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 To Manage Money For Millennials

I'll tell you what... The month of May is beginning to look a lot like December. Definitely not because it's cold out there, but with so much "end of school year" stuff happening these days, from graduation parties (ranging from pre-k "graduations" all the way up...

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...

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...

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!