tax planning and Preparation

In today’s complex financial world, proper tax planning is essential for individuals, families and businesses. Any investment or business decision you make will have tax consequences, and can become burdens without proper foresight and preparation.

At Nicholson and Schwartz, our goals are very clear: to proactively help you develop tax strategies that ensure maximum cash flow, minimum liability, and proper compliance with ever evolving tax laws.

We specialize in tax planning for small businesses, whether you are just starting out or you are well established. And we help individuals and families achieve desired results with savings and retirement planning, estate and trust management, and other services.

In other words, we want you prepared today, so that you’ll have the comfort and certainty that tomorrow – and well into the future – your financial house is in order.

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Santa Barbara, CA

Phone: 805-969-9662

Buellton, CA

Phone: 805-691-9396