Thank you for visiting my website.
I have been working with local Santa Barbara businesses and individuals for the past 29 years. The focus of my services are; tax preparation and planning for individuals, corporations, estates, trusts, LLCs, non-profits and partnerships; business and financial planning, and real estate finance. My goal is to treat you as I would want to be treated in a professional engagement and I will take the utmost care to make sure that your needs are addressed. Please take a moment to surf this site. It contains valuable information, some great financial analysis tools and some good links to other sites.
Current clients: The login at the bottom left allows you to deliver documents and also retrieve your income tax returns and other documents in a secure envirnoment.
Preparing for your tax appointment:
In addition to the usual documents, be prepared for your tax appointment by bringing the following documents, if applicable, to your appointment:
- Escrow statement on the closing of a house purchase, refinance or deferred exchange.
- Cost basis of the stock or mutual fund that you sold (this can be difficult with older mutual funds that have been owned a long time.
- Charitable donations now need receipts to be deductible, you don't need to bring them in, but make sure you have them.
- Your complete brokerage 1099, there is often much in the detail on the other 100 or so pages you get behind the 1099 summary that is not reported on the 1099 but has tax significance like foreign tax credits, prepaid interest on bonds, investment fees, margin interest and other info.
Did you know:
Income tax rates for individuals were as high as 91% from the mid 1940s to the early 1960s.
We welcome any questions or comments you may have. Feel free to contact us at any time:
Stephen Wheeler, CPA
1105 Chapala St., Suite 1
Santa Barbara, California 93101
You can also send us a message directly through the Contact page of this website.