Business Details
Your Trusted Accounting Partner in Santa Barbara
Founded over five decades ago, our firm has dedicated itself to delivering comprehensive accounting and tax solutions to individuals, families, businesses, and nonprofit organizations across the Central Coast. Our team of seasoned professionals brings deep technical expertise in auditing, financial reporting, tax planning, and compliance, ensuring clients receive tailored guidance aligned with their unique needs. We prioritize client advocacy, consultation, and unwavering commitment, fostering long-term relationships built on trust and collaboration.With a focus on continuous education and community involvement, we remain at the forefront of evolving financial landscapes to serve our clients effectively. Our mission is to empower clients to achieve their financial goals through strategic planning, personalized service, and a dedication to excellence that defines our practice.
Services
Tax Planning
Financial Audits
Estate Tax Compliance
Nonprofit Accounting
Business Consulting
Highlights and features
- We offer over 50 years of experience in accounting and tax services.
- Our team includes certified CPAs with specialized expertise in audits and compliance.
- We provide personalized financial planning tailored to individual and business needs.
- Our commitment to community involvement reflects our dedication to client trust.
- We deliver comprehensive services for nonprofits, estates, and small businesses.
Services
Tax Planning
Our tax planning services focus on minimizing liabilities while maximizing financial efficiency. We specialize in individual, business, and estate tax strategies tailored to long-term goals. With expertise in compliance and reporting, we ensure clients navigate complex regulations confidently.
Financial Audits
We conduct comprehensive financial audits for businesses and nonprofits, ensuring accuracy and regulatory compliance. Our team provides assurance through detailed analysis of financial statements. Clients benefit from transparent reporting and actionable insights to strengthen fiscal health.
Nonprofit Accounting
Our nonprofit accounting services include tax preparation, compliance, and financial reporting tailored to organizations' unique needs. We assist with audits and grant management to ensure transparency. Our expertise helps nonprofits maintain accountability and focus on their missions.
Estate Tax Compliance
We specialize in estate tax compliance and planning, addressing complex inheritance and gift tax requirements. Our team provides strategic guidance to preserve wealth across generations. Ongoing education ensures we stay current with evolving tax laws to serve clients effectively.
Business Consulting
Our business consulting services identify growth opportunities and operational efficiencies for small to mid-sized companies. We offer strategic financial planning and system implementation support. Clients receive personalized solutions to enhance profitability and long-term success.
People
William L. Jackson
Managing Partner
With over 20 years of tax and audit experience, William specializes in country clubs and private foundations. He holds an MBA from Cal Poly and serves as CFO for local nonprofits.
Jane E. Russell
Partner
Jane focuses on small business and restaurant accounting, overseeing payroll and tax filings. A CPA since 1988, she serves on local nonprofit boards and holds a business degree from Clarion University.
Vanessa M. Garcia
Partner
Vanessa brings 15+ years of audit and tax expertise, specializing in nonprofit organizations. She earned her degree from UCSB and serves on finance committees for local cultural institutions.
Andrew J. Tricerri
Partner
Andrew specializes in cryptocurrency, real estate, and nonprofit taxation. With 12+ years of experience, he chairs community initiatives and holds degrees from Westmont College.
Prajesh (Raj) Acharya
Manager
Raj has 25+ years of public accounting experience, focusing on nonprofits and construction. A former CalCPA president, he holds international accounting certifications and serves diverse local entities.
Questions
What services does MacFarlane, Faletti & Co. offer?
We provide tax planning, financial audits, nonprofit accounting, estate tax compliance, and business consulting tailored to individual and organizational needs.
How long has the firm been in operation?
Our team has served the Central Coast for over 50 years, combining decades of experience with ongoing professional development.
Do you specialize in nonprofit organizations?
Yes, we offer comprehensive services for nonprofits, including tax compliance, audits, and financial reporting to support mission-driven work.
What areas do you serve?
We primarily serve Santa Barbara, Santa Ynez Valley, and the broader Central Coast region of California.
Are your accountants certified?
All partners are Certified Public Accountants (CPAs) with specialized expertise in tax, audit, and financial planning disciplines.
