Goleta
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Santa Maria
805.569.9864
Home
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Our Services
Individual Tax and Planning
Business Tax and Planning
Trust & Estate Tax and Planning
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Sage Intacct
Dashboards & Reporting
Budgets & Planning
CORE FINANCIALS
ERP Software Consulting
Wealth Management
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Help Center
Sample Table of Contents
Financial Documentation Retention Guidelines
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About
About Us
The Team
Our Credentials
Careers
Contact Us
Administration
Home
Our Services
Individual Tax and Planning
Business Tax and Planning
Trust & Estate Tax and Planning
Sage Intacct
Dashboards & Reporting
Budgets & Planning
CORE FINANCIALS
ERP Software Consulting
Wealth Management
Help Center
Sample Table of Contents
Financial Documentation Retention Guidelines
About
About Us
The Team
Our Credentials
Careers
Contact Us
Administration
Jennifer Speece
Firm Administrator/Controller
Lizette Torres
Administrative Assistant
Marcia Caswell
Administrative Assistant
