northern Santa Barbara County, California
CPA and business advisory in Santa Maria
Santa Maria is a working economy: agriculture, transportation, construction, wine production, and the service businesses that support them. Those are capital-intensive, equipment-heavy operations where tax planning has real dollars attached to it.
Who we work with
What Santa Maria actually needs from a CPA.
Depreciation strategy alone moves the needle here. Bonus depreciation is back at 100% for qualifying assets, Section 179 limits keep rising, and the difference between buying equipment in December versus January can be five figures of tax.
Agricultural operations carry their own rules: income averaging, deferred payment contracts, conservation expenses, and the succession questions that come up when land and an operating business need to pass to the next generation without a forced sale.
We also work with owners who have outgrown a bookkeeper and a filing-only CPA but do not want a large regional firm where they become a file number.
Services
How we serve Santa Maria clients.
Proactive tax planning
Projections and strategy sessions during the year, so decisions get made while they can still change the outcome.
Entity structuring
S corporation elections, reasonable compensation, multi-entity structures, and California-specific considerations like the PTE election.
Business advisory
Cash flow, owner compensation, retirement plan design, and the financial questions that come up between filings.
Family wealth planning
Equity compensation, Roth conversion strategy, charitable planning, and the estate fundamentals for high-income households.
Tax return preparation
Individual, business, trust, and estate returns, prepared by the same person who built the plan behind them.
Real estate taxation
Cost segregation, material participation, passive loss rules, 1031 exchanges, and Proposition 19 planning.
The office
Close enough to meet in person.
Our Arroyo Grande office is roughly 25 minutes north of Santa Maria on the 101. Most clients do a mix of in-person and video meetings, whichever fits the season.
1277 E Grand Ave, Suite BArroyo Grande, CA 93420
Monday to Friday, 8am to 5pm PT
Also serving
- Orcutt
- Nipomo
- Guadalupe
- Los Alamos
- Buellton
We work with clients throughout the Central Coast and, for planning engagements, across California and beyond.
Next step
An hour with Daniel.
Complimentary and full length. We review your last filed return in advance and come prepared with a personalized fee estimate, so you leave knowing whether we are the right firm for you.