Professional Services

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77

Years in Business

Optimize your financial success.

Insights to Fuel Your Firm

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As a professional services firm, you understand that talent is one of the key elements in running a successful firm; you need experts to serve your clients. We recognize that, just like your clients, you are looking for the highest level of service and expertise from your professional service providers. That’s why Bartlett, Pringle & Wolf, LLP is compelled to employ the most talented, high-caliber individuals to serve your needs.

The everyday operations of a professional services firm can be complex–from making sure you’re optimizing utilization of your staff to crafting the right partnership compensation and ownership agreements, succession planning and more.

Our team of seasoned professionals is comprised of experts in their given field or industry and provide the following services for professional service firms:

  • Tax planning and compliance
  • Audits, reviews and compilations
  • Employee benefit plan audits
  • Succession planning
  • Litigation support and forensic accounting
  • Business valuations
  • Buy/Sell, partnership and shareholder agreements
  • Mergers and acquisitions
  • ERP and CRM software
  • Internal control and operational reviews

Our continuing education programs, attendance at national conferences and partnerships with international firms provides us with fresh perspectives, heightened awareness, and top notch expertise—the pinnacle of our growth culture. Let us share our talent with you.

Primary Contact

Jacob Sheffield, CPA, MST

Partner

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Contact me to discuss how we can help optimize your financial success.

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Industry Insights

Stay up to date with the latest tax & accounting news, BPW updates, and more.

Year-End Tax Planning for Individuals

As we approach 2025, future tax policy is bracing for change in the coming years. With election results now in the rearview, the ...
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Year-End Tax Planning for Businesses

After a few years of relatively mild tax changes for most businesses, post-election results provide more clarity on the direction of future policy—with ...
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Britton and Schmoller Recognized as Top Professional Service Leaders on Central Coast

Bartlett, Pringle & Wolf, LLP is pleased to announce that John Britton, CPA and Rosemary Schmoller, CPA have been named among the 2024 ...
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The Future of the SALT Cap: Ways You Can Prepare Now for Potential Scenarios

The state and local tax deduction limitation (SALT cap) has become a focal point of tax policy debate ahead of its scheduled sunset ...
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Eileen Sheridan Named a 2024 Managing Partner Elite by Accounting Today

SANTA BARBARA, CA – Accounting Today magazine recently named Eileen Sheridan, CPA a 2024 MP Elite, an annual award recognizing top managing partners ...
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INSIDE Public Accounting Ranks BPW Among Top 300 Firms in US

SANTA BARBARA, CA â€“ INSIDE Public Accounting (IPA) recently ranked Bartlett, Pringle & Wolf, LLP No. 300 on the IPA Top 500, an annual ...
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