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| MacFarlane, Faletti & Co. LLP |
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Mission statement:
To help people achieve their financial goals through –
• Client Advocacy - We listen to our clients so that we can understand their
needs and objectives and be constantly looking for ways to help them.
• Consultation - By advising our clients in their areas of financial concern, we
are instrumental in helping them define and maintain their short and long
term objectives.
• Commitment - We believe that every client deserves our best effort. We
are committed to faithfully adhering to that belief by striving to deliver a
superior service through teamwork and collaboration. |
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Profile:
Services:
TAX, FINANCIAL AND ESTATE PLANNING
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.
INCOME TAX PREPARATION
We value the relationships with our tax clients that allow us to provide high-quality income tax compliance services. We offer taxation expertise in the following areas:
Individuals
Partnerships
Corporations
S-Corporations
Estates and Trusts
Not-for-Profit Organizations
ESTATE AND GIFT TAX PREPARATION
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.
ACCOUNTING SERVICES
Providing financial information to clients in a timely and accurate manner is a commitment that cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. We provide a full range of cost-effective accounting services including:
Bookkeeping (monthly/quarterly/annually)
Accounting system setup for new businesses
Troubleshooting
AUDITS, REVIEWS AND COMPILATIONS
We can assist in the preparation of financial statements in accordance with professional standards for your business. We provide financial reporting at three levels of assurance:
Audit - a thorough examination with the highest level of assurance
Review - analytical procedures and inquiry resulting in limited assurance
Compilation - based on information provided by client
IRS/FTB/BOE REPRESENTATION
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.
BUSINESS AND COMPUTER CONSULTING
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, MAS90), that works for your company. |
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Overview:
MACFARLANE, FALETTI & CO. LLP has been serving the needs of individuals and businesses in Santa Barbara, Los Olivos and the surrounding counties for more than 35 years. Our dedicated staff possesses a high level of technical expertise garnered from years of experience in many areas of accounting and taxation including tax preparation and planning, auditing and financial reporting, retirement, estate and financial planning, business consulting and bookkeeping. Our clients are individuals with dreams; families managing estates and trusts; business owners wading through corporate tax and finance issues and not-for-profit entities with stringent financial reporting requirements.
OUR VALUES
At MacFarlane, Faletti & Co. LLP, we are committed to:
• Acting with the utmost integrity in all that we do.
• Achieving 100% client satisfaction by delivering services of the highest
quality, ensuring accuracy, relevance and timeliness.
• Creating an environment that is fun, enables teamwork and fosters a
healthy work/life balance.
• Embracing innovation to keep pace in a changing world.
• Participating in our community by establishing values that will contribute
to social cohesion, fairness, creation of opportunities and respect for others.
We believe that abiding by these values will result in maximum profitability and the retention of the best team members to serve our clients. |
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Vision:
To be a full-service, well respected and dynamic firm with satisfied clients and fulfilled team members. |
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