Professional Services

dots-gold

75

Years in Business

Optimize your financial success.

Insights to Fuel Your Firm

wave-3-orange

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

wave

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

BPW_Jacob-Sheffield_Partner

Industry Insights

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

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 in the accounting industry. The report features profiles of some of the best leaders from public accounting firms of all sizes across the country, highlighting the qualities that make them exceptional.  …
Read more

INSIDE Public Accounting Ranks BPW Among Top 300 Firms in US

SANTA BARBARA, CA – INSIDE Public Accounting (IPA) recently ranked Bartlett, Pringle & Wolf, LLP No. 300 on the IPA Top 500, an annual list of the top 500 CPA firms in the nation based on net revenue. The ranking is determined through the annual IPA Practice Management Survey and Analysis of Firms, a comprehensive evaluation…
Read more

IRS Releases Final Regulations on RMDs and the 10-Year Rule

The IRS released final regulations on required minimum distributions and the ten-year rule. This video provides an overview of the new regulations and how they may impact you or your heirs.
Read more

California Suspends NOLs and Caps Credit Usage for Three Years

California's FY25 budget includes billions from limiting net operating losses and tax credits, as well as the reversal of the Microsoft decision.
Read more

BPW Named a 2024 Top Regional Leader of the West by Accounting Today

SANTA BARBARA, CA – Bartlett, Pringle & Wolf, LLP (BPW) is proud to announce that the firm was recently named one of the “Top Regional Leaders” by Accounting Today magazine for the ninth year in a row! Each year, Accounting Today releases rankings of top performing accounting firms across the United States and categorizes them…
Read more

Key Tax Considerations for Real Estate Investors in 2024

Amid the backdrop of market realignment, higher interest rates, and shifting workplace habits, investors remain cautiously optimistic about their real estate allocations heading into 2024.   After an overall slower acquisition pace in 2023, market uncertainties prompted investors to adopt a wait-and-see approach, hoping for property values and interest rates to reconcile. Those who returned…
Read more