Serving the Santa Ynez Valley for over 25 years, we are a small firm of three CPAs. Here you will find professionals who are honest and well qualified in estate planning, tax and accounting services relating to individuals and all entity types.

Business owners: we have been serving Santa Ynez Valley businesses for the last three decades.  We are QuickBooks experts. We are familiar with the local business climate and can help you succeed. 

Thank you to all of our existing clients, we are privileged to serve you and encourage you to contact us any time you have a tax, accounting, or financial question.

If you are looking for an accountant and are unsure that our team of CPA expertise will benefit you, we encourage you to call or email us to discuss your personal situation.

Our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning and investment, real estate and business sales.

Our firm's reputation for providing quality service reflects the high standards we demand of ourselves. Our high standards, responsive service and specialized staff spell the difference between our firm and the rest.

Reduce your taxes... Make better business decisions... and learn how to grow your wealth by reading our Reports on financial strategies for business owners, individuals, and investors. You also get the latest breaking tax saving strategies in our monthly newsletter.

Balance your checkbook, save for college educations, check the current tax rates, tax due dates, when you'll get your tax refund, incorporate your business, get the latest version of QuickBooks, securely send us your accounting files, pickup a previous years tax returns, or simply pay our fees online.