We serve the diverse accounting needs of sophisticated clients with ties to Santa Barbara.

Tax planning and compliance

• Closely held businesses and their owners
• Individuals with complicated tax matters
• Successful tax-exempt organizations

We serve clients in a wide variety of industries, including professional services, manufacturing, education, and agriculture. We are thoughtful in preparing tax returns and seek ways to minimize taxes through advance tax planning opportunities. Our clients choose us when they want both accurate tax returns and professionals who consider how best to structure financial matters for effectiveness and efficiency.

Financial Assurance

• Financial statement audit, review, and compilation
• Agreed upon procedures for custom assurance

We have experience in auditing tax-exempt organizations as well as profitable businesses. We can also perform financial reviews and compile financial statements when a lower level of assurance is desired. Through collaboration with our affiliated CPAs, we are able to provide greater flexibility and a higher level of service to our clients.

Resolution of IRS enforcement action

When the IRS investigates a taxpayer, we are available to resolve the matter in the client’s best interest.

Special Accounting Projects

• Set up of accounting function for a new business
• Evaluation and advice on internal control systems
• Litigation accounting assistance

Our special projects area spans a wide variety of engagements. If you have an accounting need, it is likely we can provide a solution for you ourselves or through our associated professionals if we need additional capacity.

Exceptional service is a cornerstone of our business. We return phone calls and e-mails timely, research questions thoroughly when complicated matters call for it, and leverage our network when clients can benefit from additional qualified members on their financial team.