Our Services
The Guardian CPA
Put our expertise to work for you.
Effective tax work is about the big picture—not just a spreadsheet. At The Guardian CPA, we’ve moved away from the "volume-based" accounting model to focus on what matters: proactive planning and deep personal relationships. Your financial goals and business ambitions provide the context; we provide the expertise.
Tax Return Preparation
We work with businesses returns and their owners for sole proprietors, partnership, and corporations and we handle the complexities of filing in California.
Tax Planning
The best way to manage taxes is to see them coming. We look at your financial picture year-round to help you anticipate changes, manage cash flow, and eliminate "tax day surprises" through proactive, consistent oversight.
Tax Strategizing
We align your financial actions with your long-term dreams. By diving deep into your specific goals, we identify legal avenues for wealth preservation and tax reduction, ensuring every move you make serves your ultimate objective.
Consulting
Get an expert in your corner for your biggest financial decisions. We provide the clarity and data-driven insights you need to navigate local Santa Barbara trends or scale your operations with total confidence.
Bookkeeping
A healthy business starts with clean data. Through our partnership with Ballast Bookkeepers, we take the heavy lifting of daily financial tracking off your plate, providing you with organized, up-to-date records and a clear snapshot of your financial health at any moment.
Real Estate Transactions
Real estate taxes are complex, whether your property is in the Midwest or right here in California. We guide you through the implications of buying, selling, and 1031 exchanges to protect your equity and maximize your investment benefits.
