Tax Planning & Compliance



Years in Business

Optimizing your financial success.

Untangling the Complexities of the Tax Code to Preserve Your Wealth


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.

BPW-Whitepaper-The Clean Vehicle Tax Credit Program_Web Image

Industry Insights

Stay up to date with the latest tax & accounting news, BPW updates, and 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 ...
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What does SECURE 2.0 mean for small employers?

The SECURE 2.0 Act of 2022 (SECURE 2.0 or the Act), enacted on Dec. 29, 2022, ...
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Charting Her Course Podcast Featuring Bridget Foreman, CPA

 New Episode: Partner Bridget Foreman, CPA joins Veronica Kusmuk on a new episode of Charting ...
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Key Tax Considerations for Real Estate Investors in 2023

Real estate investors should weigh important issues and changes in real estate taxation to strategically position ...
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Welcome to Tax Season 2023

Tax Season 2023 officially begins on Monday, January 23, 2023 when the IRS will begin accepting ...
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10 smart moves for real estate investors and operators at year’s end

In the past year, commercial real estate has seen a dramatic rise in interest rates and ...
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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.