Santa Barbara Business Tax Accountants: Wealth Management

We Offer Santa Barbara a Wide Range of Accounting and Wealth Management Services

Our Services Goleta Income Tax Accountants

At Walpole CPA, our clients benefit from our broad range of expertise and the synergy between our various departments. In addition to offering general accounting services for both individuals and businesses, we specialize in a number of different areas that allows us to offer highly customized service to our clients focussed on asset growth and financial stability. 

Individual Tax and Planning

At Walpole, our customers count on us to know the answers to dozens of perplexing tax questions every day. Solving customer problems with speed and accuracy has always been our guiding principle. 

Business Tax and Planning

Here at Walpole, we feel that addressing your tax liability effectively requires year-round planning. Business owners who reap the most benefits consider their taxes throughout the year rather than scrambling to file tax payments a few weeks before the due date.

Trust & Estate Tax and Planning

We partner with clients on effective Estate Planning. Our experienced team is committed to assisting our clients with Estate Planning to transfer their lifetime wealth to their chosen heirs and beneficiaries in a way that will be orderly and conserve their hard-earned assets from unnecessary probate fees and income taxes.

Audit and Review

Walpole & Co., LLP provides audit and attestation services to small, medium and large private companies and non-profit organizations. Most of our audit and attest engagements involve providing audit, review, or compilation services, and issuing related reports on our client’s financial statements for the purpose of satisfying requirements of lenders, investors, or other third parties.

ERP Software Consulting

The team at Walpole provides 30 years of accounting and wealth management expertise to help you fully understand what you’re getting in accounting and ERP software, along with why it’s so important for your business – all while advising you each step of the way. 

Wealth Management

Walpole Financial Advisors counsels individuals & families, business owners & entrepreneurs and retirement plan sponsors. While our company has grown over the years, Walpole has stayed true to its commitment to provide an unbiased, transparent, evidence-based approach to low-cost investing while being able to deliver on the promise of true wealth management.

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Testimonials

Friendly, professional and easy to work with. Beautiful office too.
Kristina Concord