Bartlett, Pringle & Wolf Services

Offering our clients the best of both worlds—personalized, local service with the knowledge and expertise of a national firm—BPW is pleased to provide you with a full suite of services to enhance your opportunity to grow.

With your financial success our highest priority, we believe in providing you with creative and objective solutions tailored to fit your needs.

We look forward to helping you succeed.

In our efforts to ensure generous resources and heightened service is provided to our clients, we offer a range of extra conveniences to stay connected and informed. These items range from our e-newsletter and tax planning guide to our online payment platform and secure file exchange software.

We also host various events throughout the year to keep you well-versed on the ever-changing tax laws, accounting regulations, and financial landscape.

Our relationship with our clients is invaluable, and we strive to provide you with only the best.

Our Services

BPW provides a full suite of services to set you on the path to financial success.





  • Tax

    With today’s ever-changing tax laws, you need experts who are well-informed and actively engaged in effective tax strategies, keeping your financial well-being top of mind.

  • Audit & Assurance

    BPW's expert evaluation, objectivity, and quality helps you gain financial credibility, plan for the future, obtain financing, or improve internal controls.

  • Estate Planning

    Santa Barbara’s premier estate planning team will help you discover, define, and implement your goals for the future.

  • Client Accounting Services

    BPW provides customized accounting, bookkeeping, and operational support to help position you and your business for success.  

  • Business Consulting

    Our advisors help businesses overcome challenges, set goals, and design opportunities to increase revenue and growth.

  • Accounting Software

    Our ERP software products provide business owners an integrated solution to manage and streamline many of their business’ core functions.

  • Cost Segregation

    A cost segregation study can help real estate owners decrease tax liability and increase cash flow in the early years of real estate ownership. 

Industry Insights

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

2023 Year-End Tax Planning for Businesses

As businesses work to rebound after a challenging few years, strategic year-end tax planning has never ...
Read more

2023 Year-End Tax Planning for Individuals

As the 2023 tax season winds down, it’s time to take a closer look at year-end ...
Read more

IRS Releases 2024 Retirement Plan Limitations

The IRS issued Notice 2023-75, which made modifications to the annual limits for retirement plans. These ...
Read more

Solomon and Sheffield Recognized as Top Professional Service Leaders in Tri-Counties

Bartlett, Pringle & Wolf, LLP is pleased to announce that Tracey A. Solomon, CPA and Jacob ...
Read more

Revenue Recognition for Franchisors

In 2014, the Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU) 2014-09, Revenue from ...
Read more

Danna McGrew Named one of the 2023 Top 50 Women in Business by PCBT

Bartlett, Pringle, & Wolf, LLP (BPW) congratulates Partner Danna McGrew, CPA on being recognized by the ...
Read more