Wealth Management
& CPA Services
Financial planning, tax preparation, and bookkeeping from fee-only advisors and CPAs. Pick and choose or have it all.
Financial advice that puts you first.
Retirement planning and investment management built around your goals, with tax planning coordinated by our CPAs.
- What it includes
- Retirement planning, portfolio management, financial planning, and estate coordination alongside your attorney.
- Who it serves
- People approaching retirement and business owners in Santa Barbara and throughout California. Wealth management is offered to California residents only.
- How it is delivered
- Fee-only, fiduciary advice with ongoing planning and portfolio oversight. Our wealth managers and CPAs work together on decisions that affect your taxes.
It begins with a conversation.
Tax preparation, made easy.
Tax returns prepared and reviewed by licensed CPAs for clients nationwide, with year-round planning for your personal and business finances.
- What it includes
- Individual and business tax preparation, tax planning, estate and trust returns, IRS notices and representation, and business consulting.
- Who it serves
- Individuals, families, self-employed professionals, and business owners, from first-time filers to multistate businesses. Our CPAs prepare federal and state returns for clients nationwide, including S corporation, partnership, and LLC returns.
- How it is delivered
- A flat fee agreed before work begins. Every return is prepared and reviewed by our CPAs, never outsourced, and filed electronically.
Small business bookkeeping, every month.
Monthly bookkeeping from the firm that prepares your tax return. Your accounts stay reconciled, your financial statements stay current, and your records are ready for tax season.
- What it includes
- Monthly transaction categorization, account reconciliations, financial statements, and payroll setup. We also offer catch-up bookkeeping and QuickBooks cleanup.
- Who it serves
- Small businesses that need reliable records for tax filing, financing, and day-to-day decisions. Catch-up bookkeeping and cleanup are scoped and quoted separately.
- How it is delivered
- Monthly bookkeeping reviewed by a CPA and never outsourced. Your fee reflects transaction volume, number of accounts, and payroll needs.
Flat fees, agreed upfront.
Getting started.
Start with a complimentary consultation. We discuss the services you need, agree on fees, and guide you through each step of getting set up.
Schedule a complimentary phone consultation to discuss your finances, goals, and the services you need.
Review the scope of work and fees in writing. Tax and bookkeeping fees are flat, and wealth management fees are outlined in your agreement. Work begins after you approve.
We guide you through the documents and account access needed for your services, then confirm the timeline and next steps.
We prepare your returns, maintain your books, or manage your financial plan and investments, according to the services you choose. Our team is available for questions throughout the year.
