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.

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...

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...

Farming industry

The firm has expertise in the daily operations of many types of agricultural units. Vegetable farming, cattle ranching, dairies, horses, cotton, corn, trees, nuts, citrus, grapes, avocados. Strawberry, raspberry, blueberries. This inside knowledge puts us down as the...

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...

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...

Quickbooks Setup

Let Us Setup QuickBooks for You… Avoid Days (or Potential Weeks) of Hassle and Aggravation! It’s true, QuickBooks is flexible and easy to use, and although you and/or your staff are probably entirely capable of installing and setting up your QuickBooks software,...

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.

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....

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.

The First Thing You Need To Do

Set it as your personal goal to increase (or start) your household money moving in these directions:

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!