Privately Held Businesses



Years in Business

Our greatest reward is seeing our clients succeed.

Helping to Guide Your Business Every Step of the Way


You want the best for your business—strong performance, a healthy financial standing, and a devoted team to support your products and services. It is our belief that the greatest reward is to see our clients succeed. We are enthusiastic and committed to exceeding your expectations through our full suite of tax, accounting and consulting services.

With distinct attention to detail, we help you plan for the future, minimize your tax burden through year-round strategic tax planning and overcome obstacles so you can continue building a lasting legacy. To help you stay focused on the daily active management of the business, we take a proactive role in providing insight and guidance to your financial well-being.

Our services for privately held businesses are specifically designed to take a 360° view of your business and enhance opportunities available–while reducing challenges—so you have the ability to achieve near and long-term success.

  • Audit & assurance
  • Tax planning & compliance
  • International tax
  • Estate tax
  • Gift tax
  • Partnership and corporate taxation
  • Entity structure
  • Mergers & acquisitions
  • Cost segregation study
  • Institutional financing
  • 1031 exchanges
  • Litigation support
  • Exit strategy planning
  • Stock planning and investments
  • Benchmark analysis
  • Executive compensation
  • IRS and state audit representation
  • Insurance review


Our long-standing reputation for the finest client service, heightened technical expertise and longevity in the Santa Barbara community is reflected in our commitment to be the best and work with the best.

Primary Contact

Jacob Sheffield, CPA, MST



Let me help you reduce challenges and enhance your opportunity to grow.


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