Tax planning for individuals in Santa Barbara, CA
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El Texano Western Wear & Tax Service
● OpenEl 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 -
Gerard Accounting & Taxes
● OpenGerard Accounting & Taxes is a reputable institution located in Santa Barbara, California, United States. Specializing in accounting and finance services, they offer expert assistance in tax preparation, bookkeeping, payroll, and financial planning. With a team of experienced professionals, Gerard Accounting & Taxes is dedicated to helping individuals and businesses navigate the complexities of financial management. Visit their office at 2502 Orella Street for personalized and reliable accounting services.
2502 Orella St, 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 -
Balanced Wealth Planning, Inc.
● ClosedBalanced 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.
55 S La Cumbre Rd UNIT 12, Santa Barbara, CA 93105, 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 -
Griffin Tax
● OpenGriffin Tax is a reputable accounting and finance institution located at 7 West Figueroa Street in Santa Barbara, California, United States. With a team of experienced professionals, Griffin Tax offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, Griffin Tax is dedicated to providing personalized solutions to help you achieve your financial goals. Trust Griffin Tax for all your accounting and finance needs.
7 W Figueroa St #300, Santa Barbara, CA 93101, United States -
Tax Law Offices of David W. Klasing
● ClosedThe Tax Law Offices of David W. Klasing is a renowned institution specializing in accounting, finance, and legal services related to tax law. Located at 7 West Figueroa Street in Santa Barbara, California, United States, the office is led by expert tax attorney David W. Klasing. With a strong focus on providing personalized and strategic solutions for individuals and businesses facing complex tax issues, the institution offers a wide range of services including tax planning, audit representation, and tax controversy resolution. Clients can expect top-notch expertise and dedicated advocacy from the team at the Tax Law Offices of David W. Klasing.
7 W Figueroa St Suites 200 & 300, Santa Barbara, CA 93101, United States -
Bookies - Accounting For The Underdog
● ClosedBookies - Accounting For The Underdog is a unique accounting and finance institution located at 7 West Figueroa Street in Santa Barbara, California. Specializing in providing personalized financial services for small businesses and individuals, Bookies is dedicated to supporting the underdog in the world of finance. With a team of experienced professionals, they offer a range of services including bookkeeping, tax preparation, financial planning, and more. Whether you're a small business owner looking to grow your company or an individual seeking financial guidance, Bookies is here to help you succeed. Visit their office in Santa Barbara or contact them online to learn more about how they can support your financial goals.
7 W Figueroa 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 -
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 -
O'Gorman & O'Gorman LLP
● ClosedO'Gorman & O'Gorman, LLP is a prestigious law firm situated in Goleta, California, conveniently located just a short drive from Santa Barbara. Our dedicated team of attorneys offers top-notch legal services to individuals, businesses, trustees, and estates at a reasonable cost. We prioritize personalized attention for each client, regardless of the complexity of their legal needs. Specializing in estate planning and administration, we understand the importance of creating a comprehensive estate plan to provide clear guidance in the event of incapacity or passing. A well-crafted estate plan not only offers peace of mind but also helps avoid expensive court-supervised probate proceedings and conservatorship issues. Our expertise in estate planning allows us to minimize taxes, protect minor beneficiaries, and ensure assets are distributed according to the client's wishes.
5901 Encina Rd, Goleta, CA 93117, United States -
Mullen & Henzell L.L.P.
● ClosedMullen & Henzell L.L.P. is a prestigious law firm located at 112 East Victoria Street in Santa Barbara, California, United States. Our Business and Real Estate Group specializes in a wide range of legal matters, from small business transactions to complex commercial real estate deals. Our litigation group assists clients in resolving disputes through court proceedings or arbitration. The Employment and Labor Group focuses on representing management in all aspects of the employer/employee relationship. With one of the oldest and largest estate planning and administration practices in Santa Barbara, our firm emphasizes personalized service to meet the individual needs of our clients. We offer exclusive career development opportunities for law school students and graduates through a partnership with the Scholarship Foundation of Santa Barbara.
112 E Victoria St, Santa Barbara, CA 93101, United States -
Mullen & Henzell
● ClosedMullen & Henzell, located at 130 Garden Street in Santa Barbara, California, is a prestigious law firm offering a wide range of legal services. Specializing in business, real estate, employment, labor, and estate planning, our experienced attorneys provide expert guidance and representation to clients in a variety of legal matters. Our litigation group is dedicated to resolving disputes effectively, while our employment and labor group focuses on representing management in employer/employee relationships. With one of the oldest and largest estate planning and administration practices in the Santa Barbara area, our firm emphasizes personalized service tailored to the individual needs of our clients. We also offer exclusive career development opportunities for law school students and graduates through our partnership with the Scholarship Foundation of Santa Barbara.
130 Garden St, Santa Barbara, CA 93101, United States -
The Law Offices Of Brian L. Fox, APLC
● ClosedThe Law Offices of Brian L. Fox, APLC, located at 290 Maple Court in Ventura, California, is a reputable law firm specializing in Business Law, Tax Law, Estate Planning and Administration, Probate Law, Real Estate Law, and Civil Litigation. With additional office locations in Santa Barbara, our firm offers comprehensive and meticulous legal services tailored to each client's individual needs. Our experienced attorneys provide personalized attention and strive to achieve successful results for our clients. We have built a strong reputation for our professionalism and expertise, leading to long-term relationships with clients who trust us to handle their various legal needs. Contact us today for customized legal representation for you and your family.
290 Maple Ct #126, Ventura, CA 93003, United States -
Northwestern Mutual Financial
● OpenNorthwestern Mutual Financial, located at 1399 Greenworth Place, Santa Barbara, California, United States, is a finance and insurance agency that offers personalized financial planning and protection for individuals and families. With top ratings from major agencies and recognition for customer experience, our advisors focus on understanding your goals and guiding you through life's milestones. Our comprehensive approach combines investments, insurance, and annuities to help you achieve your financial aspirations. We prioritize diversity and inclusion in our workplace and communities, and are committed to creating a culture of respect and recognition. Connect with an advisor today to start planning for your future with Northwestern Mutual Financial.
1399 Greenworth Pl, Santa Barbara, CA 93108, United States -
Morris Financial Consulting
● OpenMorris Financial Consulting, located at 3463 State Street in Santa Barbara, California, is a trusted finance institution specializing in tax preparation for individuals and small businesses. As a certified professional by the IRS and CA, I am dedicated to staying updated on the latest tax laws and regulations to provide you with expert guidance and support. Whether you need help with accounting, tax planning, or achieving your financial goals, I am here to assist you every step of the way. Contact me today to schedule a consultation and take the first step towards securing your financial future.
3463 State St #286, Santa Barbara, CA 93105, United States -
Mercer Advisors Wealth Management
● ClosedMercer Advisors Wealth Management in Santa Barbara, California, is a finance institution dedicated to helping individuals transition from wealth builders to wealth enjoyers. With a team of talented wealth advisors, including Jonathan, Emi, Yvonne, Kelly, Stefani, Justin, Jeff, Nathan, Rishi, and Jade, the institution offers expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. By overseeing and connecting all the dots of your financial life, Mercer Advisors aims to help clients achieve Economic Freedom™ and financial independence. Whether you're looking to protect and grow your wealth or plan for major life events, Mercer Advisors is here to guide you every step of the way. Visit their office at 222 East Carrillo Street to meet the team and start your journey towards financial peace of mind.
222 E Carrillo St #400, Santa Barbara, CA 93101, United States -
Partnervest Financial Group
● OpenPartnervest Financial Group is a finance institution located at 360 South Hope Avenue in Santa Barbara, California, United States. With a focus on providing personalized financial services, Partnervest Financial Group offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or protect your assets, the experienced team at Partnervest Financial Group is dedicated to providing expert guidance and tailored strategies to meet your individual needs.
360 S Hope Ave C-210, Santa Barbara, CA 93101, United States -
Pacific Wealth Strategies Group
● ClosedPacific Wealth Strategies Group is a finance institution located at 4213 State Street in Santa Barbara, California, United States. With a team of experienced financial advisors, they specialize in providing personalized wealth management solutions to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Pacific Wealth Strategies Group offers comprehensive financial planning services tailored to your individual needs. Trustworthy, reliable, and dedicated to helping clients build and preserve wealth, Pacific Wealth Strategies Group is committed to providing top-notch financial advice and guidance.
4213 State St #206, Santa Barbara, CA 93110, United States -
Channel Wealth
● ClosedChannel 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.
3700 State St # 240, Santa Barbara, CA 93105, United States -
Saige Private Wealth
● ClosedSaige Private Wealth is a finance institution located at 21 East Carrillo Street in Santa Barbara, California, United States. As an independent wealth management firm, we are dedicated to helping successful individuals and their families achieve their life goals by wisely applying the benefits of their wealth. Led by Antonia LaRocca, who was named to the Forbes Best-In-State Women Advisors 2022 list for California, our team is committed to knowing our clients thoroughly and understanding their backgrounds, families, circumstances, and goals. We offer objective advice, thoughtful solutions, and enhanced goals-based planning to develop a holistic approach for our clients' financial well-being. Our services include investment strategy, tax planning, and future generational considerations to prepare for life's anticipated and unanticipated events. With over twenty-five years of experience in the financial services industry, we pride ourselves on our personalized, comprehensive approach to wealth management. As independent financial advisors, we have the freedom to explore all potential options and offer tailor-made solutions to best meet our clients' needs. Our team is dedicated to helping clients navigate a lifetime of financial, investment, and personal decisions to achieve their most important goals.
21 E Carrillo St #100, Santa Barbara, CA 93101, United States -
Beacon Pointe Advisors
● ClosedBeacon Pointe Advisors is a leading finance institution located at 1165 Coast Village Road in Montecito, California. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in Santa Barbara, CA, Beacon Pointe is dedicated to providing comprehensive financial solutions to individuals, families, institutions, and defined contribution plans. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe's team of experienced investment advisors and financial planners in Santa Barbara offer a full-service approach to financial planning and research-driven investments. With a focus on fiduciary responsibility and a holistic allWEALTH® approach, the institution addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, and risk assessments, among others.
1165 Coast Village Rd Suite L, Montecito, CA 93108, United States -
Foronjy Financial
● ClosedForonjy Financial is a reputable finance institution located at 401 Chapala Street in Santa Barbara, California, United States. With a team of experienced professionals, Foronjy Financial offers a wide range of financial services to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Foronjy Financial is dedicated to providing personalized solutions to help you achieve your financial goals. Trust Foronjy Financial to provide you with expert guidance and support in all your financial endeavors.
401 Chapala St STE 105, Santa Barbara, CA 93101, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management is a finance institution located at 1096 Coast Village Road, Santa Barbara, California, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. We offer personalized financial strategies, retirement income planning, guidance on concentrated stock positions, and access to estate planning services. Our advisors are committed to client service and satisfaction, helping clients identify their goals and creating financial strategies to meet their long-term objectives. Through volunteerism and charitable outreach, we support the communities where we live and work. As a Merrill client, you have access to industry-skilled advisors, investing insights, wealth planning platforms, and technological resources. Our culture provides professional training, mentoring, and technology for new and experienced advisors. We offer individually customized investment approaches and wealth management advice, products, and services. Merrill Lynch has been training financial advisors since 1946. Investing involves risk, and we recommend consulting legal and tax advisors before making financial decisions. Our services include brokerage, investment advisory, and other services. We are a registered broker-dealer and investment adviser, and a wholly owned subsidiary of Bank of America Corporation. Trust, fiduciary, and investment management services are provided by Bank of America, N.A. and its agents. Banking products are provided by Bank of America, N.A. and affiliated banks.
1096 Coast Village Rd, Santa Barbara, CA 93108, United States -
The Forster Group - Morgan Stanley
● OpenThe Forster Group at Morgan Stanley is a renowned finance institution located at 1014 Santa Barbara Street in Santa Barbara, California, United States. With a strong reputation for providing top-tier financial services, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. From investment planning to wealth management, we offer a wide range of services tailored to meet the unique needs of each individual. Trust in The Forster Group at Morgan Stanley for all your financial needs.
1014 Santa Barbara St, Santa Barbara, CA 93101, United States -
Julio's Business Services
● ClosedJulio's Business Services is a trusted accounting and finance institution located at 133 South Salinas Street in Santa Barbara, California, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses manage their finances effectively. Our services include tax preparation, bookkeeping, payroll processing, and financial consulting. Whether you need help with personal tax returns or complex financial planning for your business, Julio's Business Services is here to provide expert guidance and support. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
133 S Salinas St, Santa Barbara, CA 93103, United States -
Antoun W. Wassef, CPA
● OpenAntoun W. Wassef, CPA is a reputable accounting and finance institution located at 885 La Milpita Road in Santa Barbara, California, United States. With years of experience and expertise in the field, the institution offers a wide range of services including tax preparation, financial planning, and consulting. The team of professionals at Antoun W. Wassef, CPA is dedicated to providing top-notch financial solutions to individuals and businesses alike. Contact them today for all your accounting and finance needs.
885 La Milpita Rd, Santa Barbara, CA 93105, United States -
Chrisley Reed, CPA
● OpenChrisley Reed, CPA is a reputable accounting and finance institution located at 111 East Victoria Street in Santa Barbara, California, United States. With a team of experienced and dedicated professionals, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and consulting. Clients can trust Chrisley Reed, CPA for accurate and reliable financial guidance to help them achieve their goals.
111 E Victoria St #2, Santa Barbara, CA 93101, United States
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