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Downtown Santa Barbara Palm Trees

Services

Income Tax Preparation & Planning

Income tax preparation is the heart of my business. For over 30 years I have been preparing taxes for my clients in the same uptown Santa Barbara office. I take the time to get to know my clients. As a result, I become intimately familiar with the important aspects of your unique tax situation. Seeking guidance before you make important decisions is one of the keys to taking full advantage of the ever changing tax code, and I am available year round for guidance and tax planning. I encourage you to contact me so that we can have a discussion about the steps we can take to make sure you aren't leaving any money on the table come tax time.

 

Bookkeeping & Accounting

My staff and I provide bookkeeping and monthly bill payment services to many of our small business clients. Our goal is to take on some of the repetitive, day to day operations that distract you from more important aspects of your business. Rather than spending your time maintaining your business, our services allow you to focus on growing your business. You do what you do best, we'll handle the details.

 

Real Estate

In addition to my CPA practice I am also a residential and commercial Realtor® with Remax Gold Coast Realtors. My extensive knowledge of California's Central Coast real estate market combined with my tax experience allows me to provide a full spectrum of real estate services to my clients. I provide exceptional service and my experience gets results. If you would like, contact my office and I am happy to provide you with referrals and testimonials from some of my past and current real estate clients.