Services

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.

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EXPERIENCED

PARTNERS

  • 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.

Eileen Sheridan Named a 2024 Managing Partner Elite by Accounting Today

By BPW | September 9, 2024

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.  …
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INSIDE Public Accounting Ranks BPW Among Top 300 Firms in US

By BPW | August 15, 2024

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

By BPW | July 29, 2024

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.
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California Suspends NOLs and Caps Credit Usage for Three Years

By RSM US LLP | July 2, 2024

California's FY25 budget includes billions from limiting net operating losses and tax credits, as well as the reversal of the Microsoft decision.
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BPW Named a 2024 Top Regional Leader of the West by Accounting Today

By BPW | March 21, 2024

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…
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Key Tax Considerations for Real Estate Investors in 2024

By Crystal Knepler, CPA | March 11, 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…
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