Individual Tax Preparation
Federal and state returns for individuals and families — employment income, self-employment, rental property, investments, and the schedules that come with them.
Santa Barbara CPAs
The tax return,
off your desk.
Individual and business tax preparation, year-round planning, estate and trust filings, and IRS representation.
Downtown
A CPA firm you can walk into.
Santafino CPAs works from an office on State Street, a few blocks from the courthouse. Individual and business tax preparation, planning through the year, estate and trust filings, and IRS notices — the accounting work a household or a business actually needs.
Bring the folder in and sit down with us, or send everything from your kitchen table. The CPA practice serves clients across the United States; Santa Barbara is simply where it sits.
And when an investment or retirement decision changes what the return will say, our wealth managers are on the same team, in the same office.
The officeThe Santa Barbara office
Tax & accounting
Tax work, all the way through.
Licensed CPAs · Flat fees · Year-roundPreparation at filing time, planning the rest of the year, and someone to answer the letter when one arrives.
Business Tax Preparation
S-corporation, partnership, and LLC returns, federal and state, with the owner’s personal return prepared alongside them.
Tax Planning
Worked through the year rather than at filing: entity structure, the timing of income and deductions, estimated payments, and the decisions that are easier to change before December.
Estate & Trust Tax
Estate, trust, and gift returns — Forms 1041 and 709 — coordinated with the attorney already handling the estate.
IRS Notices & Representation
Notices, amended returns, back taxes, audits, and resolution, before the IRS and the state. You forward the letter; we answer it.
Business Consulting
Entity formation, registrations, and elections when a business is starting — then hiring, systems, and spend once it is running.
Who it fits
Different returns, the same desk.
Individuals & families
One return, done properly.
A household with a rental, an investment account, equity compensation, or a year that changed shape. Prepared and reviewed by a licensed CPA before it is filed.
Business owners
The entity and the owner, together.
S corporations, partnerships, and LLCs, with the personal return handled in the same conversation. We keep books for business clients too, so March is not a reconstruction.
Santa Barbara bookkeeping servicesTrustees & executors
Filings an estate cannot skip.
Trust, estate, and gift returns, filed in step with the estate planning attorney and the beneficiaries waiting on them.
Tax preparation — fees
Flat fees, quoted first.
Individual Tax
Starting from$800
CPA reviewedNever outsourcedElectronic filingFederal & state filingsStandard forms & schedules
Complimentary consultationBusiness Tax
Starting from$1,800
CPA reviewedNever outsourcedElectronic filingFederal & state filingsStandard forms & schedules
Complimentary consultationGetting started
First a conversation, then a number.
One
A complimentary consultation, in the office or by phone. We ask what your return involves.
Two
A flat fee, quoted before any work begins. No hourly meter, no invoice you did not expect.
Three
Documents in, questions asked, the return prepared and reviewed by a CPA, then filed electronically.
Four
A planning conversation for next year, whenever you want one. It does not have to wait for spring.
Public records
A CPA license is a matter of public record, and ours is worth checking before you hand anyone your tax documents.
Verify CPA status with the California Board of Accountancy ↗Read about the firm and its founderCommon questions
Tax questions we hear most.
Do I have to be in Santa Barbara?
No. Our office is on State Street and you are welcome in it, but the CPA practice serves clients across the United States. Documents, questions, and signatures can all be handled remotely.
Who prepares my return?
A licensed CPA prepares and reviews it before anything is filed. You work with the same people from the first call through the filing.
What does a tax return cost?
Individual returns start at $800 and business returns at $1,800. Your fee is quoted as a flat amount once we have seen what the return involves, and it is agreed before work begins.
Which business returns do you file?
S-corporation, partnership, and LLC returns, federal and state, along with the owner’s personal return. We also handle entity formation, registrations, and elections for a new business.
I received an IRS notice. Can you help?
Yes. We handle notices, amended returns, back taxes, audits, and resolution before the IRS and the state, including returns we did not prepare.
When is the right time to talk about tax planning?
Before the year closes. Entity structure, the timing of income and deductions, and estimated payments are all easier to influence in October than in April.
