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Tony Vallejo - CPA

Tony Vallejo - CPA
Tony Vallejo - CPA


Tony has worked as a CPA for the last 20 years. Prior to starting his own practice, he has worked for two other local firms in various management capacities. He has performed a variety of services including but not limited to audits, tax preparation, tax planning and business consulting. He has also been controller for a publicly traded company as well as CFO for a local real estate company.

Santa Barbara CPA Services

Three major service groups

1) Tax planning & preparation 
2) CFO Consulting 
3) Accounting Services

Tax Planning & Preparation Services

Business Tax Returns
Personal Tax Returns 
Nonprofit Tax Returns 
IRS Representation 
Business and Personal Tax Planning

Accounting Services

Financial Statement Preparation 
Accounting and Bookkeeping Assistance 
Including Quickbooks 
Bookkeeping Services 
Monthly/Quarterly general ledger review


Full Service Financial Statement Preparation

CFO Consulting Services

Financial Analysis Assistance 
Cash Flow Planning and Analysis 
Educating business owners 
Business entity selection 
Part-Time CFO Services 
Break even analysis

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