About

Steve has a broad background in both public and private accounting and has been assisting small businesses and individuals in the Santa Barbara area for over 30 years.

Steve’s mission is to treat his clients as he would want to be treated in a professional engagement.  

In the area of taxation, Steve does this by doing everything he can to make sure his clients tax returns are prepared completely and accurately through diligent understanding of the laws and that their taxes are minimized through his analytical and creative interpretation and application of the tax laws to find any loopholes that would benefit his clients.  

In the area of financial planningSteve assists his clients with review of their investment portfolio and also works in tandem with Investment advisory firms with regards to the active management of their assets.  Steve’s understanding of his clients risk tolerance allows him to determine if their investment portfolio is suitable based on their risk tolerance and if it will meet their long term goals.  Steve also assists with estate planning, risk analysis with regards to insurance, retirement planning, general finance issues and of course income tax planning.

In the area of Real estate, Steve assists with real estate financing for purchase or refinance mortgage loans and also handles private real estate transactions.  Steve has also handled buy/sell agreements with professional service and technology based service companies.

 

 

 

 

 

 

 

 

 

 

 

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