MacFarlane, Faletti & Co., LLP has been serving the needs of individuals & families, businesses, and not-for-profit organizations in Santa Barbara, Los Olivos, and throughout the Central Coast for over 40 years. Our dedicated staff possess a high level of technical expertise garnered from years of experience in many areas of accounting and taxation including: auditing and financial reporting, tax preparation and planning, and comprehensive financial planning.
INDIVIDUALS & FAMILIES
We can guide you through the complex process of getting your financial affairs in order. Whether the planning is for next year’s income tax, for a comfortable retirement, or to reduce estate taxes, we have the caring expertise to guide you. We value the relationships with our tax clients that allow us to provide high-quality income tax compliance services.
We can help you to identify areas within your business which are negatively affecting profitability and growth. We will help you develop solutions and provide strategies for growth. We can work with your staff to develop an accounting system, either manual or computerized (e.g. QuickBooks, Sage 100), that works for your company.
We specialize in for not-for-profit organizations, with expertise in all areas of tax preparation and compliance as well as financial statement preparation and assurance services in the form of audits, reviews, and compilations. We value the incredible impact that not-for-profit organizations have on our community.
TRUSTS & ESTATES
In addition to providing ongoing estate planning services, we can expertly take care of the compliance requirements related to estates and gifts. This specialized area of taxation requires specific expertise. We have accumulated many years of experience in this area and maintain our expertise through continuing education programs.
AUDITS, REVIEWS & COMPILATIONS
We can assist in the preparation of financial statements in accordance with professional standards for your non-profit and business. We provide financial reporting at three levels of assurance: audits, reviews, and compilations.
We are experienced and effective in dealing with the Internal Revenue Service, the Franchise Tax Board and the Board of Equalization. Our professional representation can save you needless headaches, stress and tax dollars.