Walpole & Co.

Address:
3891 State St Ste 201, Santa Barbara, CA 93105-3173, USA
Phone No:
8055699864
companyBrief:

If you ask our customers to reflect on their relationship with Walpole, two messages come through again and again. First, they trust and appreciate our sound judgment and advice. Second, they acknowledge the importance of our working partnership. As one of our long-time customers put it, “Your advice is valuable, innovative, creative, but realistic. You are more than an accountant, you’re a mentor as well.”

Services:

  • Income Tax Response:
  • Individual Income Tax
  • Corporate Income Tax
  • Partnership Income Tax
  • LLC/LLP Income Tax
  • S-Corporation Income Tax
  • Nonprofit Organization Income Tax
  • Audit Representation

Business Accounting:

  • Financial Statements
  • Audits and Reviews
  • Payroll
  • Non-Profit Organization
  • Bank Reconciliations
  • Bill Paying
  • Sales Tax Reports

Estates & Trusts:

  • Estate Tax Returns
  • Gift Tax Returns
  • Fiduciary Accounting
  • Fiduciary Income Tax
  • Planning/Consulting

Financial Planning:

  • Budgeting
  • Retirement Planning
  • Estate Planning
  • Wealth Management
  • Tax Planning

Business Development:

  • Loan Package
  • Business Valuation
  • SWOT Analysis
  • Goal Measurement
  • •Customer/Employee Relations
  • Operations Management
  • Strategic Planning