Business Details
43 Years
experience
Your Trusted Partner for Accounting and Tax Solutions in Santa Ynez
Santa Ynez Valley Tax Professionals has been providing quality financial guidance to individuals and businesses in Santa Ynez and surrounding areas for over four decades. Our team of certified professionals combines deep expertise in tax law with personalized service to help clients achieve financial success. We specialize in accounting, bookkeeping, tax preparation, and strategic financial planning tailored to the unique needs of small and medium-sized businesses across diverse industries. With a commitment to excellence and client-centric values, we maintain a strong reputation as a trusted financial partner in the community.Our approach emphasizes proactive tax planning, accurate financial reporting, and comprehensive support for IRS compliance. We serve a wide range of clients including agriculture, nonprofits, and professional services firms. Our team's extensive experience ensures clients receive reliable advice and customized solutions. We maintain office hours for in-person consultations and offer flexible communication options. Our dedication to continuous education keeps us current with evolving tax regulations. We pride ourselves on delivering transparent, ethical services that build long-term client relationships.
Services
Tax Preparation
Bookkeeping Services
Financial Planning
Payroll Management
IRS Representation
Business Valuation
Cryptocurrency Accounting
Tax Relief Programs
QuickBooks Support
Estate Tax Planning
Details
- Year established: 1983
Highlights and features
- We have 40+ years of experience in accounting and tax services.
- Our team provides personalized financial strategies tailored to your specific needs.
- We offer comprehensive IRS compliance and audit representation services.
- Our certified professionals maintain continuous education on tax law changes.
- We serve diverse industries including agriculture, nonprofits, and professional services.
What people say
Expert tax preparation
Personalized financial strategies
Reliable IRS representation
Accurate bookkeeping services
Knowledgeable professionals
Services
Tax Preparation
Our tax preparation services ensure accurate and compliant filings for individuals and businesses. We specialize in optimizing deductions while maintaining IRS compliance. Our team stays current with evolving tax laws to maximize savings for clients across diverse industries including agriculture and nonprofits. We provide both annual filings and strategic year-round planning.
Bookkeeping Services
We offer comprehensive bookkeeping solutions using QuickBooks Online and Desktop platforms. Our services include transaction tracking, financial statement preparation, and tax-ready record organization. We help businesses maintain accurate financial data to support informed decision-making while saving time and reducing errors through our outsourced expertise.
IRS Representation
Our IRS representation services cover audit defense, tax debt resolution, and compliance issues. We handle communications with tax authorities while developing strategic solutions for back taxes, liens, and payment plans. Our team has experience negotiating offers in compromise and resolving payroll tax disputes to protect clients' financial interests.
Financial Planning
We provide strategic financial planning for business growth and personal wealth management. Our services include cash flow analysis, succession planning, and retirement strategy development. We help clients create customized plans that align with both short-term needs and long-term objectives while maintaining tax efficiency.
Payroll Services
Our payroll services ensure accurate employee compensation and tax compliance. We handle payroll processing, tax deposit calculations, and year-end reporting while staying current with changing regulations. Our solutions help businesses maintain compliance with federal and state requirements while saving time and reducing administrative burdens.
People
Laurie Owens
Director, Bookkeeping
Laurie Owens brings decades of accounting experience to her role as Bookkeeping Director. She specializes in financial record organization and tax preparation for small businesses. Her expertise ensures clients receive accurate, timely financial information to support business decisions.
Carlos Plascencia
Director, Resolutions
Carlos Plascencia leads our tax resolution services with extensive experience in IRS compliance and debt negotiation. He specializes in resolving complex tax issues including liens, levies, and audit defense. His strategic approach helps businesses and individuals achieve favorable tax outcomes.
Cari Renfrow
Client Success Manager
Cari Renfrow manages client relationships with a focus on personalized service delivery. She coordinates between clients and tax professionals to ensure timely completion of financial services. Her organizational skills help maintain efficient workflow for accounting and tax preparation processes.
Angela Eisen
Bookkeeping Manager
Angela Eisen oversees bookkeeping operations with expertise in QuickBooks systems. She specializes in financial statement preparation and tax-ready record organization. Her management ensures consistent quality in financial data tracking and reporting for business clients.
Marc Jensen
Bookkeeping Manager
Marc Jensen provides bookkeeping leadership with focus on accurate financial transaction recording. He implements systems to maintain organized records for tax purposes. His experience supports businesses in maintaining compliance while optimizing financial operations.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statement preparation, and tax compliance services tailored to small businesses across various industries.
How can you help with IRS tax problems?
Our team offers audit defense, tax debt negotiation, lien/levy resolution, and payment plan arrangements to resolve IRS compliance issues effectively.
Do you handle both individual and business tax returns?
Yes, we prepare personal tax returns and business filings for corporations, partnerships, and sole proprietorships with specialized expertise in each area.
What sets you apart from other tax professionals?
Our combination of 40+ years' experience, industry-specific knowledge, and personalized approach creates tailored solutions that maximize tax savings.
Are your tax preparation fees competitive?
We offer transparent pricing with value-driven services that typically save clients more than our fees through optimized tax strategies.
How do you stay current with tax law changes?
Our team participates in ongoing professional education programs to maintain expertise on evolving federal and state tax regulations.
