The 30 Best Tax efficiency in Santa Barbara, California
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El Texano Western Wear & Tax Service
El 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.
TAX OFFICES OF JOEL PEREZ, EA
The Tax Offices of Joel Perez, EA is a reputable accounting and finance institution located at 4123 State Street in Santa Barbara, California, United States. With a team of experienced professionals led by Enrolled Agent Joel Perez, we offer a wide range of tax services to individuals and businesses. Our dedicated staff is committed to providing top-notch financial advice and assistance to help our clients navigate the complex world of taxes with ease. Trust us to handle all your tax-related needs efficiently and effectively.
Chown Barbara MBA, CFP ️
Chown 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.
Santa Barbara Pension Consultants, Inc.
Santa 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.
Rhame & Gorrell Wealth Management Santa Barbara
Rhame & Gorrell Wealth Management Santa Barbara is a premier financial institution located in the heart of Santa Barbara, California. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our team is here to provide personalized and comprehensive financial solutions. Visit us at 7 West Figueroa Street to learn more about how we can help you with your financial needs.
Cresset Family Office | Santa Barbara
Cresset Family Office in Santa Barbara, California, is a finance institution that is reinventing family office and private wealth management. Recognized by Barron's for their innovative approach, Cresset offers goals-based financial planning, investment advisory, tax-efficient portfolios, asset protection strategies, risk management, and wealth strategy. As a True Fiduciary®, Cresset always puts their clients' interests first. They provide access to institutional-quality private investments and adhere to strict SEC regulations. With no hidden costs or fees, Cresset is committed to providing transparent and personalized financial services. Partnering with Cresset means experiencing wealth management in a whole new way.
DYLAN INCOME TAX SERVICE
Dylan Income Tax Service is a reputable finance institution located at 705 West Micheltorena Street in Santa Barbara, California. Specializing in income tax services, our experienced professionals are dedicated to helping individuals and businesses navigate the complexities of tax regulations. With a commitment to accuracy and efficiency, we strive to provide top-notch service to our clients. Trust Dylan Income Tax Service for all your tax needs in Santa Barbara.
Santa Barbara Bookkeeping & Tax Services
Santa Barbara Bookkeeping & Tax Services is a reputable accounting and finance institution located at 2050 Alameda Padre Serra in Santa Barbara, California, United States. Our team of experienced professionals is dedicated to providing top-notch bookkeeping and tax services to individuals and businesses in the area. With a focus on accuracy and efficiency, we strive to help our clients navigate the complexities of financial management and compliance. Whether you need assistance with tax preparation, payroll processing, or general accounting services, Santa Barbara Bookkeeping & Tax Services is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
MedClaim (Medical Billing in Santa Barbara)
MedClaim is a reputable medical billing institution located in Santa Barbara, California. Situated at 130 Robin Hill Road in Goleta, MedClaim specializes in providing top-notch accounting and finance services to healthcare providers in the area. With a team of skilled professionals, MedClaim ensures accurate and efficient billing processes, allowing healthcare facilities to focus on delivering quality care to their patients. Trust MedClaim for all your medical billing needs in Santa Barbara.
Hayward Lumber
Hayward Lumber in Santa Maria, California is a full-service residential building materials yard, serving as Hayward’s Structural Design Center and Fast Floor headquarters. With a computer-driven Hundegger saw for cutting Engineered Wood Products, they offer a wide selection of high-quality lumber, building materials, windows, doors, moldings, hardware, decking, and more for professionals and homeowners alike. Hayward Santa Maria also serves as a distribution hub, delivering products from Santa Barbara to Redwood City. The Hayward Design Center in Santa Maria offers doors and windows from top brands like Milgard and American Building Supply, as well as a kitchen and bath department with stock, semi-custom, and custom cabinetry. Their showroom makes product selections easy, with knowledgeable customer service representatives available to assist with projects and provide advice on options, specifications, energy-saving features, and tax incentives.
The UPS Store
The UPS Store at 3905 State Street in Santa Barbara, California, is a one-stop shop for all your shipping, printing, and business needs. Whether you need to send a package, print documents, or purchase office supplies, The UPS Store has got you covered. With friendly and knowledgeable staff ready to assist you, you can trust that your transactions will be handled with care and efficiency. Visit The UPS Store today for all your finance and store needs.
Cheryl Elliott, CA Notary Public
Cheryl Elliott, CA Notary Public is a trusted financial institution located at 133 East De La Guerra Street in Santa Barbara, California. As a certified notary public, Cheryl Elliott offers professional and reliable services for all your notarization needs. Whether you need documents notarized for real estate transactions, legal matters, or any other financial transactions, Cheryl Elliott is here to help. With years of experience and a commitment to excellence, you can trust Cheryl Elliott, CA Notary Public for all your notary needs. Visit us today for efficient and accurate notarization services.
Lucent Wealth Planning
Lucent Wealth Planning is a renowned finance institution located at 2920 De La Vina Street in Santa Barbara, California. Our team of experienced financial advisors is dedicated to providing personalized wealth planning services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to guide you every step of the way. At Lucent Wealth Planning, we prioritize transparency, integrity, and trust in all our client relationships. Contact us today to schedule a consultation and start planning for a brighter financial future.
San Pascual & Ortega
San Pascual & Ortega is a bustling transit station located in the beautiful city of Santa Barbara, California, United States. This station serves as a major hub for commuters and travelers looking to navigate the city and beyond. With its convenient location and efficient services, San Pascual & Ortega is the perfect starting point for your journey. Whether you're heading to work, school, or exploring the sights and sounds of Santa Barbara, this transit station has you covered. Experience seamless transportation and exceptional customer service at San Pascual & Ortega.
Safeguard Investment Advisory Group
Safeguard Investment Advisory Group, located in Corona, California, is a finance institution dedicated to creating amazing retirements for the families they serve. With a team focused on education, integrity, and earned trust, they strive to always put their clients' best interests first. As an independent financial firm, they are free to search for the right products for each individual, rather than being tied to any specific institution or product. Their workshops and seminars address common financial concerns individuals and families face in retirement, helping them feel more confident about the future. With locations in Corona, Roseville, San Diego, Oxnard, and Santa Barbara, Safeguard Investment Advisory Group is committed to helping everyone achieve a confident and independent retirement. Contact them today to discover how they can help you make appropriate investment choices and create a personalized retirement strategy.
Delightful Financial Services
Delightful Financial Services is a leading finance institution located at 494 UCEN Road, within the University of California-Santa Barbara in California, United States. With a reputation for excellence and expertise in financial services, our team of professionals is dedicated to providing personalized solutions to meet the unique needs of our clients. Whether you are a student, faculty member, or local resident, we offer a wide range of financial services including budgeting, investment planning, and retirement strategies. Visit us today to experience the delight of expert financial guidance and support.
California Divorce Mediation
California Divorce Mediation, located at 12250 El Camino Real in San Diego, California, is a reputable institution specializing in helping individuals navigate the complexities of divorce in a peaceful and efficient manner. With over 1,000 successful cases and more than 10,000 hours of mediation experience, our team of experts, led by David and Holly, are dedicated to providing expert guidance and support to our clients. David, a Certified Financial Planner with a BA from Stanford and a JD from Georgetown, offers his clients a wealth of financial expertise to help them make informed decisions during the divorce process. Holly, with a BA from UC Santa Barbara, a JD from Southwestern Law School, and an LLM in taxation, is one of the few mediators in the country with a focus on tax-related issues in family law.
Court Connection Legal Services, Inc.
Court Connection Legal Services, Inc. is a reputable legal institution located at 315 Meigs Road in Santa Barbara, California. Our team of experienced professionals is dedicated to providing top-notch legal services to our clients. Whether you are in need of assistance with court filings, document preparation, or legal research, we are here to help. With a focus on efficiency and accuracy, Court Connection Legal Services, Inc. is your go-to resource for all your legal needs. Contact us today to learn more about how we can assist you.
Balanced Wealth Planning, Inc.
Balanced Wealth Planning, Inc. is a finance institution located at 55 South La Cumbre Road in Santa Barbara, California, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Trust Balanced Wealth Planning, Inc. to help you create a balanced and secure financial future.
Bourke Wealth Management Certified Financial Planner
Bourke Wealth Management Certified Financial Planner is a finance institution located at 222 East Canon Perdido Street in Santa Barbara, California, United States. The institution is dedicated to helping clients manage their investments and financial planning needs. The founder, Kevin Bourke, has received praise for his book "Make Your Money Last a Lifetime" from renowned author Jack Canfield, co-author of the Chicken Soup for the Soul series.
Montecito Capital Management
Montecito Capital Management is a reputable finance institution located at 225 East Carrillo Street in the beautiful city of Santa Barbara, California, United States. With a focus on providing personalized investment strategies and financial planning services, Montecito Capital Management caters to individuals, families, and businesses looking to grow and protect their wealth. Their team of experienced financial advisors offers expert guidance and tailored solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to build a diversified investment portfolio, Montecito Capital Management is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Channel Wealth
Channel Wealth is a boutique financial services firm located at 3700 State Street in Santa Barbara, California. As a fiduciary, we provide expert financial planning and wealth management advice to our clients. Our team is dedicated to helping individuals understand their finances and achieve their goals, especially during transitional events. We work together to position our clients' life savings for long-term success, allowing them to sleep soundly at night. Our personalized approach to financial planning ensures that we understand each client's unique needs and aspirations, building lasting partnerships that lead to financial success and peace of mind. At Channel Wealth, we are committed to empowering our clients with tailored financial solutions and guidance to help them reach their financial goals.
The AmeriFlex Group, Inc.
The AmeriFlex Group, Inc. is a finance institution located at 1332 Anacapa Street, Santa Barbara, California, United States. They offer a range of financial services and products to help individuals and businesses with their wealth management needs. Receive a complimentary copy of their book Your Transitional Wealth Planner today. With corporate offices in Las Vegas, NV, AmeriFlex can be contacted via phone at (702) 987-9730 or email at [email protected] Visit their website at AmeriFlex for more information.
Private Wealth Management | U.S. Bank
Located at 24 East Carrillo Street in Santa Barbara, California, U.S. Bank's Private Wealth Management team is dedicated to helping individuals and families achieve their financial goals. With a focus on business owners, corporate executives, and modern families, our experienced advisors provide tailored advice to meet unique needs and situations. Our team believes in giving back to the community, with over $8 million in donations and 10,000 volunteer hours contributed over the past three years. Through our affiliate U.S. Bancorp Investments, we offer a range of investment and insurance products to help clients grow and protect their wealth. Whether you're looking to diversify your portfolio or expand your business, our team is here to provide expert guidance and support. Contact us today to start working towards the legacy you envision.
Freestone Capital Management
Freestone Capital Management is a finance institution located at 205 East Carrillo Street in Santa Barbara, California, United States. Specializing in investment management services, Freestone Capital Management offers personalized financial solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution provides expert guidance and tailored investment strategies to clients seeking to grow and protect their wealth. Whether you are looking to build a diversified portfolio, plan for retirement, or manage your assets, Freestone Capital Management is dedicated to helping you navigate the complexities of the financial markets and make informed decisions for your future.
Mountain Vista Wealth Management
Mountain Vista Wealth Management is a premier finance institution located at 555 Mountain Drive in the beautiful city of Santa Barbara, California, United States. Our dedicated team of financial experts is committed to providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to guide you every step of the way. Experience the difference with Mountain Vista Wealth Management and start building a secure financial future today.
Laguna Capital Management
Laguna Capital Management is a prestigious finance institution located at 1225 Coast Village Road in Santa Barbara, California. With a strong reputation for providing top-notch investment management services, Laguna Capital Management offers tailored financial solutions to help clients achieve their financial goals. The team of experienced professionals at Laguna Capital Management is dedicated to providing personalized service and expert advice to ensure clients make informed decisions about their investments. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Laguna Capital Management is committed to helping you navigate the complex world of finance with confidence and peace of mind.
Ariadne Wealth Management, LP
Ariadne Wealth Management, LP is a prestigious finance institution located at 1255 Coast Village Road in Santa Barbara, California, United States. With a strong commitment to providing personalized wealth management services, Ariadne Wealth Management, LP helps clients navigate the complexities of the financial world and achieve their financial goals. With a team of experienced professionals and a focus on tailored solutions, Ariadne Wealth Management, LP is dedicated to helping clients build and protect their wealth for the long term.
Searle Financial
Searle Financial, located at 651 Via Alondra in Camarillo, California, is a trusted institution specializing in accounting and finance services. With a focus on providing top-notch bookkeeping services, Searle Financial helps businesses manage their finances and grow their wealth. Whether you need assistance with general bookkeeping or negotiating with insurance brokers, Searle Financial offers a wide range of services to meet your needs. With almost 20 years of experience serving small and medium-sized businesses in Santa Barbara, Montecito, Ventura, Oxnard, Camarillo, and Thousand Oaks, Searle Financial prides itself on delivering trust, convenience, and value to its clients. Testimonials praise founder Robert Searle for his integrity, problem-solving skills, and dedication to providing accurate and efficient financial management services. Whether you're a construction contractor, a business owner, or in need of personalized financial assistance, Searle Financial is here to help you achieve your financial goals.
VIDA Wealth Partners
VIDA Wealth Partners is a leading finance institution located in the heart of Santa Barbara, California. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, VIDA Wealth Partners is here to provide expert guidance and support. Visit us at 929 Santa Barbara Street to learn more about how we can help you secure your financial future.
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