Santa Barbara financial advisors & CPAs.
One local financial team.
A local firm, not a branch office.
Santafino is a local Santa Barbara wealth management and CPA firm for individuals, families, and business owners. Based at 1117 State Street downtown and serving Montecito, Goleta, Hope Ranch, Summerland, and Carpinteria, we help with a single tax return, ongoing bookkeeping, or a financial plan.
Wealth management & retirement planning.
Fee-only fiduciary financial advisors managing portfolios for Santa Barbara and California residents, with ongoing monitoring and rebalancing.
- Retirement planning: when to retire, how much income your savings may support, and which accounts to draw from.
- Social Security, pension, and retirement account decisions.
- Tax considerations before withdrawals or investment sales.
Complimentary initial consultation.
Wealth services & pricing
Tax preparation & planning.
Individual and business tax returns, prepared and reviewed by local Santa Barbara CPAs and accountants.
- Federal and state returns, including rental income and self-employment.
- Estate, trust, and gift tax returns.
- IRS representation: help with notices and audits.
Individual returns from $800. Business returns from $1,800.
Tax services & pricing
Business Bookkeeping
Monthly bookkeeping for Santa Barbara small businesses, with monthly reconciliation against bank and credit card statements.
- Profit and loss statements and balance sheets.
- Catch-up bookkeeping for periods that were never recorded.
- QuickBooks cleanup to correct errors in existing records.
Monthly bookkeeping from $450.
Bookkeeping services & pricing
Your investments and taxes.
One conversation.
Your tax return and financial plan tell parts of the same story. With CPAs and wealth managers on one team, we can consider them together and help you plan for the years ahead.
A few practical questions.
Do I need to use both tax and wealth management services?
You can engage Santafino for tax work, wealth management, or both, and neither engagement depends on the other.
Do I have to transfer my investments to get a financial plan?
No. Financial planning and ongoing investment management can be separate engagements. You can work with us on a retirement plan without having us manage your portfolio.
Do you process payroll?
We help set up payroll for new businesses. Ongoing payroll processing stays with you or your payroll provider; we record that activity in your books.
