As both a Certified Financial Planner® and Enrolled Agent in Santa Barbara, we bring a unique perspective to tax preparation that goes beyond simply filing returns. 

Our secure client portal through Canopy means you can upload documents safely from anywhere, track your return’s progress in real-time, and access your tax documents whenever you need them. This technology doesn’t replace personal service – it enhances it, giving us more time to focus on strategic advice rather than data entry.

What truly sets us apart is how we integrate tax preparation with your broader financial life. Because we hold the CFP® certification, we understand how your tax situation impacts your investments, retirement planning, and long-term wealth building. This comprehensive view means we catch planning opportunities during preparation, potentially saving you thousands in future taxes. As an Enrolled Agent with unlimited rights to represent you before the IRS, you also gain peace of mind knowing you have a federally-licensed expert in your corner.

Whether you prefer meeting in our Santa Barbara office or connecting virtually from anywhere in California, we make the tax preparation process smooth, transparent, and valuable. You’ll always know where your return stands, understand the strategies we’re implementing, and feel confident that nothing has been overlooked.

Key Tax Preparation Services:

• Individual Tax Returns (1040) – Maximize deductions while ensuring full compliance
• Business Entity Returns – S-Corps, and LLCs filed accurately and on time
• Multi-State Tax Filing – Navigate complex residency and income sourcing rules
• Investment & Rental Income Reporting – Properly capture all income and allowable expenses
• Retirement Distribution Planning – Optimize tax treatment of IRA, 401(k), and pension income
• IRS Representation – Expert advocacy if questions or audits arise
• Secure Document Portal – Safely exchange sensitive documents from anywhere
• E-Filing & Electronic Signatures – Fast, efficient processing and refunds