Tax Planning & Compliance

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75

Years in Business

Optimizing your financial success.

Untangling the Complexities of the Tax Code to Preserve Your Wealth

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With today's ever-changing tax laws and regulations, you need experts who are well-informed and actively engaged in effective tax strategies, keeping your financial well-being top of mind. Bartlett, Pringle & Wolf, LLP specializes in complex tax returns, taxation for high net worth individuals & their business entities, and corporate & partnership tax for privately-held  businesses.

By partnering with the largest accounting and consulting firm on the Central Coast, you gain access to BPW’s 75+ years of experience, 70+ skilled professionals and endless resources.

 

BPW delivers superior work in taxation for both individuals and businesses. We believe that sound tax planning is a key component to your financial success, providing you with creative and objective solutions based on your needs.

We have professionals ready to help support your needs in areas such as:

  • International tax
  • Estate tax
  • Trusts
  • Gift tax
  • Individual taxation
  • Partnership taxation
  • Corporate taxation
  • Entity structure
  • Mergers & acquisitions
  • 1031 exchanges
  • Litigation support
  • Institutional financing
  • Marital dissolutions
  • Stock planning
  • Investments
  • Exit strategy planning

Times change. The tax code changes. But our reliability, trust, and connection with our clients will remain steadfast. Santa Barbara's leading accounting firm and leading team of professionals are ready to work with you and enhance your opportunity to grow.

Featured Resource:
Clean Vehicle Tax Credit Program

Download our free guide to learn more about the Clean Vehicle Tax Credit program introduced in the Inflation Reduction Act, effective for qualified vehicles placed into service after Dec. 31, 2022.

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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.  …
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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…
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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.
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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.
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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…
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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…
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Tax Planning Guide

BPW’s tax planning guide offers essential information and resources that will assist you in understanding the most recent tax law changes and opportunities. We are committed to helping you navigate the tax planning process year round in order to maximize your tax savings and more effectively plan your tax strategies.