Tax Planning & Compliance

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77

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.

Year-End Tax Planning for Individuals

As we approach 2025, future tax policy is bracing for change in the coming years. With election results now in the rearview, the ...
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Year-End Tax Planning for Businesses

After a few years of relatively mild tax changes for most businesses, post-election results provide more clarity on the direction of future policy—with ...
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Britton and Schmoller Recognized as Top Professional Service Leaders on Central Coast

Bartlett, Pringle & Wolf, LLP is pleased to announce that John Britton, CPA and Rosemary Schmoller, CPA have been named among the 2024 ...
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The Future of the SALT Cap: Ways You Can Prepare Now for Potential Scenarios

The state and local tax deduction limitation (SALT cap) has become a focal point of tax policy debate ahead of its scheduled sunset ...
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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 ...
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INSIDE Public Accounting Ranks BPW Among Top 300 Firms in US

SANTA BARBARA, CA â€“ INSIDE Public Accounting (IPA) recently ranked Bartlett, Pringle & Wolf, LLP No. 300 on the IPA Top 500, an annual ...
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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.