Our Office    70 Santa Felicia Drive    Goleta, California 93117    Phone: 805-569-9864    Fax: 805-569-9542

Estates & Trusts

  • Estate Tax Returns

  • Gift Tax Returns

  • Fiduciary Accounting

  • Fiduciary Income Tax

  • Planning/Consulting

Business Accounting

  • Budgeting

  • Retirement Planning

  • Estate Planning

  • Wealth Management

  • Tax Planning

Core Accounting Services

What impact, if any, does the current economic environment have on your financial future? As new tax laws and government regulations take effect, what changes should you make to minimize their impact on your business or personal finances? Are you spending time on financial details that really should be managed by someone who’s trained to do just that? Do you have complete, accurate financial records? Are you fully prepared for an audit, should a notice appear in your mailbox tomorrow ?

If you’d rather not think about questions like these, you’re not alone. None other than Albert Einstein once remarked, “The hardest thing in the world to understand, is income tax.”

At Walpole, our customers count on us to know the answers to dozens of perplexing questions every day. Solving customer problems with speed and accuracy has always been our guiding principle. After all, you just don’t have the time to try to understand declining balance depreciation or foreign tax credits? But we do and we can help.


  • Individual Income Tax                                                                                    
  • Corporate Income Tax

  • Partnership Income Tax

  • LLC/LLP Income Tax

  • S-Corporation Income Tax

  • Nonprofit Organization Income Tax

  • Audit Representation

Business Accounting

  • Financial Statements

  • Audits and Reviews

  • Payroll

  • Non-Profit Organization

  • Bank Reconciliations

  • Bill Paying

  • Sales Tax Reports