Individual and business returns, year-round tax planning, and help with IRS notices. Based in Santa Barbara, serving clients nationwide.
Santafino prepares individual and business tax returns, plans for the tax year ahead, and represents clients when the IRS or the California Franchise Tax Board has questions.
Our clients include families with rental property and investments, self-employed professionals, and owners of S corporations, partnerships, and LLCs across Santa Barbara, Montecito, Hope Ranch, Goleta, Summerland, and Carpinteria. We also work remotely with clients across the country.
Filing is one part of the relationship. The rest is planning ahead, getting the details right, and handling the questions that arrive after the return is filed.
Federal and state returns for employees, self-employed clients, investors, retirees, and families.
Returns for S corporations, partnerships, and LLCs, prepared alongside the owner’s personal return so the numbers line up. We also prepare Form 990 for nonprofits.
Planning happens while there is still time to change the outcome, before December rather than after it.
Estate, trust, and gift tax returns prepared with the attorney and trustees already involved.
Notices, amended returns, back taxes, audits, and collection matters, including for returns we did not prepare.
Starting or changing a business raises tax questions before the first return is filed. We help set the year up correctly.
The first conversation is complimentary. We talk through what your return involves, then give you a flat quote if the fit is right.
A complimentary 30-minute phone call about what changed this year and which returns you need.
A flat fee in writing before any work begins, with no hourly meter.
You share documents securely. We track anything missing and follow up.
Our CPAs prepare and review your return, answer your questions, and file it electronically.
A retirement withdrawal, investment sale, or Roth conversion can change your tax bracket. With CPAs and financial advisors on one team, the plan and the return stay connected. Wealth management is offered to California residents only.
Santa Barbara financial advisorsChoose a Santa Barbara CPA by checking their license, relevant tax experience, fees, and availability. Ask what planning and follow-up the price includes.
Start by confirming the notice is real, finding its number and deadline, comparing it with your return, and collecting the records behind the issue.
You generally need estimated tax payments if you'll owe $1,000 or more in federal tax after withholding, or $500 in California. Here's how much and when.
No. Our CPAs are based in Santa Barbara and serve clients across the United States. Documents, questions, and signatures can all be handled remotely.
Our CPAs prepare and review it before anything is filed, and the work is never outsourced.
Individual returns start at $800 and business returns at $1,800. After we review what your return involves, we quote one flat fee in writing before work begins.
Yes. We handle IRS and California notices, amended returns, back taxes, audits, and collection matters, even if another firm prepared the return in question.
Before a major decision or before the year closes. A sale, a business change, a retirement, or a large gift is easier to plan in October than in April.
