Business tax advisor in Santa Barbara, CA
63 results found
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El Texano Western Wear & Tax Service
● ClosedEl Texano Western Wear & Tax Service is a unique institution located in Seaside, California. As a clothing store, they offer a wide range of stylish western wear for men, women, and children. From cowboy boots and hats to denim jeans and leather jackets, they have everything you need to complete your western look. In addition to their clothing selection, El Texano also offers tax services to help individuals and businesses with their financial needs. Whether you need help filing your taxes or want to maximize your deductions, their experienced staff is here to assist you.
1605 Santa Barbara St, Seaside, CA 93955, United States -
SB Tax Pros
● ClosedSB Tax Pros is a reputable accounting and finance institution located in Santa Barbara, California. Our team of professionals is dedicated to providing top-notch tax preparation, financial planning, and consulting services to individuals and businesses alike. With years of experience and expertise in the field, we strive to help our clients achieve their financial goals and maximize their tax savings. Visit us at 55 Hitchcock Way to see how SB Tax Pros can assist you with all your accounting and finance needs.
55 Hitchcock Way Unit 108, Santa Barbara, CA 93105, United States -
Mission Wealth - Santa Barbara
● ClosedMission Wealth in Santa Barbara, California, is a finance institution dedicated to providing caring advice that empowers individuals and families to achieve true wealth. Located at 1111 Chapala Street, our high-touch service is tailored to meet the unique needs of each family. Our Family Office Solution offers sophisticated planning and expertise to support your family's wealth and life goals. With a team of professionals specializing in investments, taxes, estate planning, and asset protection, we work alongside your trusted advisors to address your family's specific needs and complexity. Through our boutique offering, we create bespoke strategies to address your evolving needs and long-term goals, while our family governance services help establish and instill your family values for a lasting legacy.
1111 Chapala St 3rd Floor, Santa Barbara, CA 93101, United States -
Chown Barbara MBA, CFP ️
● ClosedChown Barbara MBA, CFP is a finance institution located at 141 Stony Circle in Santa Rosa, California. Specializing in financial planning and investment management, Chown Barbara offers expert advice and guidance to help clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, the institution provides a comprehensive range of services to individuals and businesses alike. Whether you are looking to plan for retirement, save for a major purchase, or grow your wealth, Chown Barbara MBA, CFP is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
4141, 141 Stony Cir #245, Santa Rosa, CA 95401, United States -
Palius & O'Kelley: CPA Santa Barbara
● ClosedPalius & O'Kelley: CPA Santa Barbara is a reputable accounting and finance institution located at 5290 Overpass Road in Santa Barbara, California, United States. Our team of certified public accountants provides a wide range of services including tax preparation, financial planning, and consulting for individuals and businesses. With years of experience and expertise in the field, we are dedicated to helping our clients achieve their financial goals and maximize their financial success. Contact us today to schedule a consultation and see how we can help you with your accounting and financial needs.
5290 Overpass Rd #220, Santa Barbara, CA 93111, United States -
Santa Barbara Pension Consultants, Inc.
● OpenSanta Barbara Pension Consultants, Inc. is a finance institution located at 1129 State Street in Santa Barbara, California, United States. Specializing in pension consulting services, they provide expert guidance and advice to help individuals and businesses make informed decisions regarding their retirement plans. With a team of experienced professionals, Santa Barbara Pension Consultants, Inc. is dedicated to helping clients navigate the complexities of retirement planning and ensure a secure financial future.
1129 State St # 18, Santa Barbara, CA 93101, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a leading finance institution located at 1014 Santa Barbara Street in Santa Barbara, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a strong commitment to excellence and integrity, Morgan Stanley Financial Advisors provides tailored solutions to meet the unique needs of each individual or business. Contact us today to learn more about how we can help you secure a prosperous financial future.
1014 Santa Barbara St, Santa Barbara, CA 93101, United States -
Bream Accounting & Tax Service
● ClosedBream Accounting & Tax Service is a reputable institution located at 350 South Hope Avenue in Santa Barbara, California. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust Bream Accounting & Tax Service for all your financial needs in the Santa Barbara area.
350 S Hope Ave A101, Santa Barbara, CA 93105, United States -
Merrill Lynch Financial Advisor Wesley A Sanchez
● ClosedMerrill Lynch Financial Advisor Wesley A Sanchez is a reputable finance institution located at 1096 Coast Village Road in Santa Barbara, California, United States. As a trusted financial advisor, Wesley A Sanchez provides personalized wealth management services to individuals and businesses, helping them achieve their financial goals and secure their financial future. With a focus on customer satisfaction and financial success, Merrill Lynch Financial Advisor Wesley A Sanchez is dedicated to providing expert financial advice and guidance to clients in the Santa Barbara area.
1096 Coast Village Rd, Santa Barbara, CA 93108, United States -
Merrill Lynch Financial Advisor John R Pate
● ClosedMerrill Lynch Financial Advisor John R Pate is a finance institution located at 1096 Coast Village Road, Santa Barbara, California, United States. The institution focuses on managing wealth by creating personalized strategies tailored to individual financial goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, the institution works to help clients pursue their goals through personalized wealth management strategies. The institution follows the Merrill tradition of community involvement, volunteering with local organizations to give back. Through the Merrill Personal Wealth Analysis™, clients can build and document a personalized plan centered on their goals. The institution believes in the importance of understanding clients' aspirations and providing customized financial approaches to help them achieve their goals. By utilizing the Investment Personality Assessment, the institution gains a deeper understanding of clients' investing preferences to customize financial strategies. The institution focuses on helping clients navigate life changes and financial market fluctuations to stay on track towards their goals. With a dedicated Merrill advisor, clients can access personalized investment strategies and comprehensive financial solutions from Bank of America. John Pate is registered to do business in multiple states and offers investment insights, tips, and strategies to help clients live their best financial life. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions. Merrill offers a range of brokerage, investment advisory, and other services tailored to clients' needs and objectives.
1096 Coast Village Rd, Santa Barbara, CA 93108, United States -
Merrill Lynch Financial Advisor Eric Kulberg
● ClosedMerrill Lynch Financial Advisor Eric Kulberg, located at 1424 State Street in Santa Barbara, California, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Eric can help you create a flexible strategy to navigate changing market conditions. As a member of the community, Eric is dedicated to volunteering and giving back. Through Merrill Personal Wealth Analysis™, Eric can develop a personalized plan centered on your aspirations and priorities. By understanding your goals and preferences, he can customize a financial approach to help you pursue what matters most to you. With a focus on building long-term relationships, Eric will regularly review and adjust your financial plan to reflect changes in your life and the market.
1424 State St, Santa Barbara, CA 93101, United States -
Edward Jones - Financial Advisor: Josh Kane, AAMS™
● ClosedEdward Jones - Financial Advisor: Josh Kane, AAMS™ is a trusted financial institution located at 1905 Cliff Drive in Santa Barbara, California, United States. Specializing in personalized financial planning and investment strategies, Josh Kane, AAMS™ offers expert guidance and support to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial services to individuals, families, and businesses. Whether you are planning for retirement, saving for a major purchase, or investing for the future, Josh Kane, AAMS™ is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
1905 Cliff Dr STE E, Santa Barbara, CA 93109, United States -
Santa Barbara Fiduciary
● ClosedSanta Barbara Fiduciary is a trusted finance institution located at 1206 Coast Village Circle in beautiful Santa Barbara, California. Our team of experienced professionals provides expert fiduciary services to individuals, families, and businesses in the area. With a commitment to integrity and personalized service, we strive to help our clients achieve their financial goals and secure their future. Visit us today to learn more about how Santa Barbara Fiduciary can assist you with your financial needs.
1206 Coast Village Cir Suite J, Santa Barbara, CA 93108, United States -
Merrill Lynch Financial Advisor James Landeros
● ClosedMerrill Lynch Financial Advisor James Landeros is a finance institution located at 1424 State Street, Santa Barbara, California, United States. James Landeros has extensive experience in helping executives manage concentrated stock positions and navigate important transition events such as retirement, inheritance, or the sale of a business. The institution provides access to Bank of America Private Bank trust and estate planning services, as well as credit, lending, and overall banking convenience. They work closely with outside attorneys, accountants, and other professional advisors to coordinate financial and legacy plans. Merrill Personal Wealth Analysis™ is offered to build and document personalized financial plans tailored to individual goals. The institution focuses on understanding the client's priorities, family, and goals, adapting to changes over time. They believe in a personalized approach to financial planning, aiming to help clients pursue their aspirations while managing investment risk.
1424 State St, Santa Barbara, CA 93101, United States -
Perez Tax Services
● ClosedPerez Tax Services is a trusted accounting and finance institution located at 4123 State Street in Santa Barbara, California, United States. With a team of experienced professionals, we provide a wide range of tax services, financial planning, and accounting solutions to individuals and businesses. Our goal is to help our clients navigate the complex world of taxes and finances with ease and confidence. Contact us today to schedule a consultation and let us help you achieve your financial goals.
4123 State St, Santa Barbara, CA 93110, United States -
Tolan Tax Services
● ClosedTolan Tax Services is a reputable accounting and finance institution located at 3459 State Street in Santa Barbara, California, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need assistance with tax preparation, planning, or consulting, we are here to help you navigate the complex world of taxes with ease and confidence. Trust Tolan Tax Services to deliver personalized solutions tailored to your unique financial needs.
3459 State St, Santa Barbara, CA 93105, United States -
Santa Barbara Bookkeeping
● ClosedSanta Barbara Bookkeeping is a trusted accounting and finance institution located at 509 Brinkerhoff Avenue in Santa Barbara, California. Our team of experienced professionals provides top-notch bookkeeping services to businesses and individuals in the area. With a commitment to accuracy and attention to detail, we strive to help our clients manage their finances effectively. Whether you need assistance with payroll, tax preparation, or general bookkeeping, Santa Barbara Bookkeeping is here to help. Contact us today to learn more about how we can assist you with your financial needs.
509 Brinkerhoff Ave, Santa Barbara, CA 93101, United States -
Dale Lane - State Farm Insurance Agent
● ClosedDale Lane - State Farm Insurance Agent is a trusted insurance agency located at 277 West Tefft Street, Nipomo, California. As a State Farm agent, I have a deep appreciation for the good neighbor spirit and strive to make a positive impact on our communities. Serving people across San Luis Obispo/Santa Barbara counties, my agency offers insurance and financial services in both English and Spanish. Our friendly team is dedicated to building real relationships with our customers and providing them with the right coverage for their needs. Whether you need auto, home, property, business, health, or life insurance, we are here to help you find a Personal Price Plan that fits your requirements. Additionally, we offer financial services to help you secure your future. With over a decade of insurance experience, we prioritize professional and caring customer service to ensure that you and your family are protected. Our team members, including licensed agents Rachelle Ediger and Ariana Garibay, are committed to assisting you with your insurance needs.
277 W Tefft St E, Nipomo, CA 93444, United States -
Kory Robertson - State Farm Insurance Agent
● ClosedKory Robertson - State Farm Insurance Agent is a reputable insurance agency located at 5915 Calle Real in Goleta, California, United States. Conveniently situated in the Zodo's parking lot, across the street from the new Rusty's Pizza, we are here to serve the insurance needs of the Goleta and Santa Barbara community. As your local State Farm Agent, Kory Robertson has been providing excellent service since January 2012. With an MBA from San Diego State University, Kory and his team are dedicated to helping you with your auto, home, and life insurance needs. Whether you prefer to call, email, or text, we are here to assist you in English and Spanish.
5915 Calle Real D, Goleta, CA 93117, United States -
Anderson Financial Solutions
● OpenAnderson Financial Solutions is a reputable finance and insurance agency located at 128 East Carrillo Street in Santa Barbara, California. With a focus on providing top-notch financial services to individuals and businesses, our team of experts is dedicated to helping clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or insurance coverage, Anderson Financial Solutions is committed to providing personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.
128 E Carrillo St, Santa Barbara, CA 93101, United States -
Northern Trust
● ClosedNorthern Trust is a prestigious finance institution located at 1485 East Valley Road in Santa Barbara, California, United States. With over 130 years of experience, Northern Trust offers comprehensive wealth management services for individuals, families, privately held businesses, family offices, and foundations and endowments. Serving over 25% of the Forbes 400 Wealthiest Americans, our advisors provide unparalleled insight into managing wealth effectively. Known for our innovative technology, superior service, and expertise in financial planning, Northern Trust covers all aspects of wealth management including wealth transfer, banking, insurance, investments, tax management, philanthropy, and family communication. Our advisors are supported by The Northern Trust Institute, a research center that develops insights based on real-world outcomes and specialized expertise. With a team of over 175 experts collaborating to analyze behavioral patterns and identify effective client strategies, Northern Trust is dedicated to curating advice around important life moments.
1485 E Valley Rd Suite 7, Santa Barbara, CA 93108, United States -
George-Cyr Attorneys Inc.
● ClosedGeorge-Cyr Attorneys Inc. is a prestigious law firm located at 2238 Bayview Heights Drive, Baywood-Los Osos, California, United States. Specializing in estate and tax planning, trust and probate law, and litigation related to probate, trusts, and will contests, our firm offers a comprehensive range of legal services. Established in 1976, George-Cyr Attorneys Inc. is dedicated to providing expert estate and tax planning services to clients in San Luis Obispo and Northern Santa Barbara Counties, as well as beyond. Our firm is listed in the Martindale-Hubbell Bar Register of Preeminent Lawyers, showcasing our commitment to excellence in the legal field.
2238 Bayview Heights Dr, Los Osos, CA 93402, United States -
Mark S. Pasternak CPA
● ClosedMark S. Pasternak CPA is a reputable accounting and finance institution located at 102 North Milpas Street in Santa Barbara, California, United States. With years of experience and expertise in the field, Mark S. Pasternak CPA offers a wide range of services to individuals and businesses alike. From tax preparation and planning to financial consulting and auditing, the institution is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Trust Mark S. Pasternak CPA for all your accounting and finance needs.
102 N Milpas St, Santa Barbara, CA 93103, United States -
Matthews & Company, C. P. A.
● ClosedMatthews & Company, C.P.A. is a reputable accounting and finance institution located at 5409 Paseo Orlando in Santa Barbara, California, United States. With a team of experienced Certified Public Accountants, they provide a wide range of accounting and financial services to individuals and businesses in the area. From tax preparation and planning to financial consulting and audit services, Matthews & Company, C.P.A. is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.
5409 Paseo Orlando, Santa Barbara, CA 93111, United States -
Fauver, Large, Archbald & Spray, LLP
● ClosedFauver, Large, Archbald & Spray, LLP is a leading law firm located at 820 State Street, Santa Barbara, California, United States. Specializing in accounting, finance, and legal services, our firm is known for our strategic and practical approach to achieving results for our clients. With over 50 years of experience, we have built a reputation as trusted advisors to over 300 businesses in various industries. Our dedicated legal team listens to our clients' needs and works tirelessly to solve complex legal matters in a timely and creative manner. Whether negotiating transactions with complex business and tax terms or representing clients in court, our experienced attorneys are passionate about delivering successful outcomes for our clients.
820 State St 4th floor, Santa Barbara, CA 93101, United States -
TIAA Financial Services
● OpenTIAA Financial Services is a reputable institution located at 7 West Figueroa Street in Santa Barbara, California, United States. As a comprehensive financial services provider, TIAA offers a range of services including banking, finance, and insurance. With a strong focus on customer satisfaction and financial security, TIAA is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for banking solutions, investment opportunities, or insurance coverage, TIAA Financial Services has the expertise and resources to meet your needs. Visit us today to learn more about how we can help you secure your financial future.
7 W Figueroa St Suite 305, Santa Barbara, CA 93101, United States -
Avalan, LLC
● ClosedAvalan, LLC is a finance institution located at 233 East Carrillo Street in Santa Barbara, California, United States. With a commitment to providing top-notch financial services, Avalan, LLC offers a wide range of solutions to help individuals and businesses achieve their financial goals. From investment management to financial planning, Avalan, LLC is dedicated to delivering personalized and expert advice to its clients. Trust Avalan, LLC to help you navigate the complexities of the financial world and secure your financial future.
233 E Carrillo St Suite B, Santa Barbara, CA 93101, United States -
Charles Schwab
● ClosedCharles Schwab is a renowned financial institution located at 900 Chapala Street in Santa Barbara, California, United States. As a leading provider of financial services, Charles Schwab offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. With a strong reputation for excellence and customer service, Charles Schwab is dedicated to helping clients navigate the complex world of finance with confidence and peace of mind.
900 Chapala St Ste 100, Santa Barbara, CA 93101, United States -
TBI Financial
● ClosedTBI Financial is a reputable accounting and finance institution located at 4141 State Street in Santa Barbara, California, United States. With a team of experienced professionals, TBI Financial offers a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. Whether you need help with budgeting, retirement planning, or estate planning, TBI Financial is dedicated to providing personalized solutions to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.
4141 State St #11, Santa Barbara, CA 93110, United States -
Brenner Wealth Management Group
● ClosedBrenner Wealth Management Group, located at 1424 State Street in Santa Barbara, California, is a bank and finance institution. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states, the District of Columbia, and several US territories, the institution is dedicated to helping clients achieve their desired lifestyles. They offer a broad range of brokerage, investment advisory, and other services, but always remind clients that investing involves risk and there is potential for loss. It is important to consult legal and tax advisors before making financial decisions. The institution does not provide legal, tax, or accounting advice. Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer, registered investment adviser, and Member SIPC. They offer investment, insurance, and annuity products through affiliated companies of Bank of America Corporation. Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., and U.S. Trust Company of Delaware. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. The institution strives to provide clients with information about products and services that may be beneficial, using relationship-based ads and online behavioral advertising to do so. Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation. They offer lending, derivatives, and other commercial banking activities globally, with securities, strategic advisory, and other investment banking activities performed by investment banking affiliates. Overall, Brenner Wealth Management Group is dedicated to helping clients achieve their financial goals and navigate the complexities of investing.
1424 State St, Santa Barbara, CA 93101, United States
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