about

about_group


We think as business people, because we are business people

Our backgrounds are varied, both personally and professionally, we don’t just put numbers on a page and plug them into a formula. Rather, we develop a logic; a business plan, that focuses on your success. We define success as financial success, for the person or family, the business or the dream.

Having us be part of your team is like getting a combination of a tax expert, an investment banker, an attorney and your mother all on the same team, all in the same package. If you can imagine that, come in and talk to us. Face to face, you’ll find indeed that we are not your run-of-the-mill CPAs.

From starting a business to growing one, to managing your family finances and children’s future, we structure these goals with your priorities in mind. This way you see the big picture, and can feel secure in how money is working for you, not you for it.

Santa Barbara, CA

Phone: 805-969-9662

Buellton, CA

Phone: 805-691-9396