Tax Services in Santa Barbara County, CA

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Top Santa Barbara County, CA Tax Preparers

Tolan Tax Services
5 out of 5
Location 3459 State St, Santa Barbara, CA 93105, USA
Phone (805) 687-7888
Mac Farlane Faletti & Co LLP
Location 3757 State St Suite 3B, Santa Barbara, CA 93105, USA
Phone (805) 966-4157
Russell Newby Tax Services
Location 5276 Hollister Ave # 405, Santa Barbara, CA 93111, USA
Phone (805) 403-4983
5 out of 5
Location 4123 State St STE 100, Santa Barbara, CA 93110, USA
Phone (805) 845-8744
Ballew & Fuhrman, CPAs
5 out of 5
Location 923 Laguna St a, Santa Barbara, CA 93101, USA
Phone (805) 284-0231
Tax Accountant in Santa Barbara County, CA

Where Tax Accountants in Santa Barbara County, CA Serve

Santa Barbara County is located in southern California and is bordered by the Pacific Ocean on the west and the Santa Ynez Mountains on the east. The county seat is Santa Barbara, which is also the largest city in the county. Other major cities include Goleta, Carpinteria, and Isla Vista. The economy of Santa Barbara County is diverse, with major sectors including healthcare, education, technology, tourism, and agriculture. Some of the top employers in the county include UCSB, Cottage Hospital, Montecito Medical Group, and Google. Major highways and streets in Santa Barbara County include Highway 101 and Highway 154. Some of the neighborhoods in the county include Downtown Santa Barbara, Montecito, and Isla Vista.

Financial Services Related to Tax Planning in Santa Barbara County, CA

Banks and Credit Unions

Banks in Santa Barbara County, CA provide a wide range of services to their customers. These services include checking and savings accounts, loans, mortgages, and investment services. In addition, banks offer a variety of other products and services such as online banking and bill pay, debit cards, and credit cards. They also offer safe deposit boxes for customers who need to store important documents or valuables.

Retirement Planning

Retirement planning in Santa Barbara County, CA is a process that helps you save for your retirement. There are many different ways to save for retirement, and the best way to plan for retirement depends on your individual circumstances. Some of the most common ways to save for retirement include investing in stocks, bonds, or mutual funds; saving money in a 401k or IRA account; and purchasing annuities or life insurance policies.

Wealth Management

Wealth management in Santa Barbara County, CA is a process that helps individuals and families protect and grow their wealth. It involves creating an overall financial plan, which includes investment planning, insurance needs analysis, tax planning, and estate planning. Wealth managers work with clients to create a customized plan based on their unique situation and goals.

Financial Advisor

A financial advisor in Santa Barbara County, CA helps people save money and invest their money wisely. They offer guidance to people who are looking to make the most of their money and plan for their future. They can help people with a wide range of financial needs, from budgeting and investing to retirement planning and estate planning.

Insurance Broker

An insurance broker in Santa Barbara County, CA is a professional who helps clients find the best insurance policies for their needs. They work with a variety of insurance companies to find the right coverage at the best price. Insurance brokers are licensed and regulated by the state, and they must meet certain requirements in order to sell insurance policies.

Mortgage Loan Officer

A mortgage loan officer in Santa Barbara County, CA helps people buy homes. They work with people to figure out how much they can afford, and then help them find the best mortgage loan for their needs. They also work with people who are having trouble making their mortgage payments, to try to help them keep their homes.

Estate Planning Lawyer

An estate planning lawyer in Santa Barbara County, CA helps individuals and families create estate plans. This includes wills, trusts, healthcare directives, and power of attorney documents. The goal of an estate plan is to ensure that your assets are distributed according to your wishes after you die, and that your loved ones are taken care of if you become incapacitated. An estate planning lawyer can also help you reduce or avoid taxes on your estate.


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