Choose what you need.
Keep it connected.
Wealth management, tax preparation, and bookkeeping — what each one covers, and what it starts at.
Advice that puts you first.
Planning for the years ahead, and management of the money that has to fund them — with the tax return already in view.
Santa Barbara wealth management & financial advisors- What it includes
- Retirement planning, portfolio management, financial planning, and estate coordination alongside your attorney.
- Who it serves
- People approaching retirement and business owners who live in California. Santafino Wealth Management LLC takes wealth management clients in the state only.
- How it is delivered
- An ongoing engagement, fee-only and fiduciary, with our CPAs in the same office when a decision changes the return.
It begins with a conversation.
Tax season, made easy.
Returns prepared and reviewed by licensed CPAs, and planning worked through the year rather than only at filing.
Santa Barbara CPA & tax preparation- What it includes
- Individual and business tax preparation, tax planning, estate and trust returns, IRS notices and representation, and business consulting.
- Who it serves
- Households with a return that has grown complicated, and owners of S corporations, partnerships, and LLCs. Santafino CPAs works nationwide.
- How it is delivered
- A flat fee agreed before the work starts. CPA reviewed, never outsourced, filed electronically.
Flat fees, no surprises.
Kept as the year happens.
Books closed every month by the firm that files the return, so spring is a filing rather than a reconstruction.
Santa Barbara bookkeeping services- What it includes
- Monthly categorization, reconciliations, financial statements, and payroll setup — plus catch-up bookkeeping and QuickBooks cleanup where a file needs them first.
- Who it serves
- Small businesses that want a ledger a lender or a return can rely on. Catch-up and cleanup are separate projects, scoped and quoted on their own.
- How it is delivered
- A recurring monthly engagement, CPA reviewed and never outsourced. Volume, accounts, payroll, and how far behind the file is all move the figure.
One monthly fee, agreed first.
The same start, whatever you need.
One service or all three, the path in is the same. You know the number before we begin, and you keep the same people afterward.
A complimentary consultation, in the office or by phone. We ask what you have and what you want handled.
A quote before any work begins — a flat fee for tax and bookkeeping, and the wealth arrangement set out in writing. Nothing starts until you have agreed to it.
Onboarding, once. Documents and access gathered, a chart of accounts set up for books, a plan drawn before a portfolio is moved.
Then the ongoing work: months closed, returns filed, planning conversations through the year rather than one week each spring.
