Business Details
50 Years
experience
Trusted Accountants in Santa Barbara, CA
Founded in 1976 by Bill Nasif, our firm has provided comprehensive public accounting services to clients across local, regional, national, and international markets. With over 100 years of combined experience among our partners, we specialize in serving closely held businesses in industries such as high technology, construction, real estate, and professional services. Our core services include tax return preparation, financial statement audits, business consulting, and estate planning. We emphasize personalized service, leveraging our expertise to help clients achieve business, investment, retirement, and estate planning goals. Our approach mirrors the strategic financial guidance of a Chief Financial Officer, ensuring clients receive sound business advice.We prioritize accuracy in financial reporting, transparency in operations, and adherence to ethical standards, fostering lasting trust. Our team includes certified professionals with deep industry knowledge, including specialists in international tax, construction, and high-tech sectors. By focusing on superior accounting services and client-centric solutions, we maintain a reputation as a trusted advisory partner. Our commitment to continuous improvement ensures clients benefit from cost savings, efficient tax compliance, and tailored strategies for long-term success. This dedication to excellence has solidified our position as a respected leader in the accounting profession.
Services
Tax Planning
Financial Audits
Business Consulting
Estate Planning
Accounting Technology
IRS Representation
Retirement Planning
Litigation Support
Forecasts
Entity Selection
Details
- Year established: 1976
Highlights and features
- We offer over 100 years of combined CPA experience in public accounting.
- Our team provides personalized service with expertise in high-tech, construction, and real estate sectors.
- We specialize in tax planning, business consulting, and estate strategies tailored to client goals.
- Our focus on accuracy ensures reliable financial reporting and audit compliance.
- We deliver cost-effective solutions through transparent, ethical business practices.
What people say
Expert tax guidance
Personalized solutions
Deep industry knowledge
Reliable advisors
Long-term partnerships
Services
Tax Planning
Our tax planning services help individuals and businesses minimize liabilities through strategic deductions, credits, and entity structuring. We specialize in cross-border tax compliance, estate-related tax issues, and industry-specific planning for construction, real estate, and technology firms. With CPAs on staff, we ensure compliance with evolving federal and state regulations while maximizing long-term savings for clients.
Financial Audits
We conduct financial audits with three assurance levels: full audits, analytical reviews, and compilations. Our team provides independent verification of financial statements for corporations, nonprofits, and employee benefit plans. Certified professionals follow rigorous standards to ensure transparency and build trust with stakeholders, including banks and regulatory bodies.
Business Consulting
Our consultants identify profitability challenges and implement solutions for business growth. Services include cash flow forecasting, entity selection, merger and acquisition guidance, and operational efficiency analysis. With expertise in startup financial frameworks and succession planning, we support clients from formation through exit strategies.
Estate Planning
We create estate plans that facilitate orderly asset transfers, reduce tax burdens, and secure surviving spouses' financial stability. Our strategies address business succession, trust administration, and gift tax optimization. By integrating legal and financial expertise, we ensure comprehensive solutions aligned with clients' long-term family and business objectives.
Accounting Technology
We provide QuickBooks implementation, system customization, and data migration services. As ProAdvisors, we train staff to manage accounting software efficiently, improving internal controls and reporting accuracy. Our technology solutions streamline financial processes, enhancing profitability and tax compliance for small to mid-sized businesses.
People
William J. Nasif
Managing Partner
Founder and Managing Partner with 45+ years of CPA experience. Former Arthur Andersen senior audit manager, specializing in construction industry tax planning and business consulting. Holds MS in Accounting from Arizona State and teaches accounting professionals.
Jeffery P. Harris
Tax Partner
Tax partner with 35+ years of experience in high-tech and manufacturing sectors. Former Deloitte auditor, now advising on business formation and liquidity strategies. MBA from California State University, Hayward, and former university instructor.
Jody Dolan Holehouse
Tax Partner
35-year CPA veteran specializing in real estate taxation and business restructuring. Certified Management Accountant with expertise in multi-state tax compliance. Past president of multiple professional accounting associations and community board member.
Tom W. Burk
Tax Partner
25+ years helping businesses with tax planning, retirement strategies, and IRS representation. Former corporate accountant turned public accounting partner. UC Santa Barbara graduate with extensive experience in corporate and individual tax compliance.
Sarah E. Turner
Attestation Partner
20-year audit specialist managing attest engagements for corporations, nonprofits, and employee benefit plans. Leads firm's SSAE 16 compliance services. Graduated with highest honors from UC Santa Barbara and maintains active CPA certifications.
Questions
What accounting services do you offer?
We provide tax planning, financial audits, business consulting, estate planning, accounting technology support, IRS representation, and litigation assistance. Services are tailored for businesses and individuals.
How experienced is your team?
Our partners have over 100 combined years of CPA experience, with specialists in construction, technology, international tax, and estate planning. Staff hold advanced degrees and industry certifications.
Do you serve specific industries?
Yes, we specialize in construction, real estate, professional services, and high-tech sectors. Our team understands these industries' unique financial challenges and regulatory requirements.
How do you handle complex tax situations?
Our tax experts navigate international compliance, business succession planning, and multi-state taxation. We coordinate with attorneys to ensure comprehensive solutions for complex financial structures.
Can you assist with QuickBooks and accounting software?
As QuickBooks ProAdvisors, we offer system implementation, customization, and training. We help businesses optimize accounting software for accurate financial reporting and tax compliance.
What sets you apart from other firms?
We combine big-firm expertise with personalized service. Partners directly handle client relationships, providing CFO-level advice without the overhead of larger firms.
