Owens & ThoreTax Professionals

Owens & Thore Tax Professionals, Inc. has been a trusted provider of quality financial guidance to individuals and businesses in the Santa Ynez Valley and surrounding areas for many years. Our expertise encompasses a wide range of services, from basic tax management and business consultancy to more complex financial issues. We take great pride in our reputation as one of the leading firms in the region, and we strive to uphold the high standards that have earned us the esteem of our clients and the business community.

Our Mission

Our mission is to help our clients maintain financial stability in the present while working towards their long-term financial goals. We believe that open communication, thorough research, and sound analysis are the keys to achieving this goal. At Owens & Thore Tax Professionals, Inc., we are dedicated to providing our clients with the highest level of professionalism and excellence. We are committed to being a valuable resource for our clients, and we work hard to earn their respect and trust.

Our Team

Our team is comprised of seasoned tax professionals who are committed to providing personalized service to each and every client. We believe that our talent and responsiveness are the reasons why our clients choose to work with us year after year.

Marc E. Owens is a co-founder of Owens & Thore Tax Professionals, Inc. With many years of experience in the tax and financial industry, Marc is an expert in individual and business tax planning and preparation. He is dedicated to helping his clients achieve their financial goals and is known for his attention to detail and commitment to excellence.

Sherry Thore is also a co-founder of Owens & Thore Tax Professionals, Inc. She has extensive experience in individual and business tax planning and preparation, as well as financial statement preparation and analysis. Sherry is known for her ability to provide clear and concise financial guidance to her clients, and she is committed to helping them achieve their financial objectives.

Services Offered

At Owens & Thore Tax Professionals, Inc., we offer a wide range of services to meet the diverse needs of our clients. These services include:

• Tax planning and preparation for individuals and businesses
• Financial statement preparation and analysis
• Business consultancy services, including budgeting and forecasting
• Estate and trust planning and administration
• Retirement planning and IRA distributions
• Representation before the IRS and state taxing authorities
• Payroll and sales tax services
• Bookkeeping and accounting services
• Financial planning and investment advice

We are committed to providing our clients with the professional, personalized service they deserve, and we work hard to ensure that they receive the highest level of expertise and guidance.

Thank you for considering Owens & Thore Tax Professionals, Inc. for your financial needs. We look forward to the opportunity to work with you.