Santa Barbara, CA, area Tax Preparer/Advisor

[Lion EA]

I'm in CT with CO clients who have a grown son in CA who need tax help and education.

"...son..., who lives in Santa Barbara, CA. We were wondering if you know someone who can advise him about his current and future financial situation? We would be willing to pay for this person to help him out. He got into trouble awhile ago not paying his quarterly taxes (we didn't know at the time) and now has quite a bit of debt owed on back taxes and credit cards. We’ve encouraged him to find someone to work with but he doesn’t seem to understand the importance of it at this juncture. He’s admittedly unorganized as his girlfriend and we worry about them! Any suggestions you could send our way would be greatly appreciated!"

A small firm with a tax preparer to access prior damage and file now and going forward, and then maybe an admin or bookkeeper to remind Andrew of deadlines and educate him. Perhaps a subscription service billed monthly. Girlfriend needs help, too.

Let me know if you'd like me to pass along your contact information to these nice folks.

[Max W]

I'd be interested in looking into this.  But, would the client be interested.  I'm 400 miles from Santa Barbara, so everything would have to be by remote.

[Lion EA]

I'll be glad to pass your contact info along to the parents, who will probably be the ones to set their grown son up with some help to get and stay compliant. Send me a private message.

[Lion EA]

Hey, Max, please give me your contact information if you're still interested. Via the private message in the upper right corner is fine.