Insights

Michael Shaner, recognized in the Pacific Coast Business Times’ 2025 “40 Under 40” list, exemplifies visionary leadership and client-focused dedication as an Audit Manager at Bartlett, Pringle & Wolf, LLP. His approach combines technical expertise with personal rapport, fostering a culture of growth and innovation that is shaping the future of accounting services. Discover how Shaner is making an impact on the Central Coast’s business landscape.

Bartlett, Pringle & Wolf, LLP proudly announces that Managing Partner Eileen Sheridan has been named to Forbes’ 2025 Best-in-State CPAs list, recognizing her exceptional expertise, innovation, and dedication to client success. Selected through a rigorous national vetting process, Sheridan’s leadership in estate, trust, and charitable tax planning, combined with her commitment to mentorship and community service, reflects the firm’s mission to deliver excellence and drive long-term financial success for clients across Santa Barbara and the Central Coast.

The One Big Beautiful Bill Act (OBBBA) of 2025 marks the largest U.S. tax overhaul since 2017, introducing significant changes for individuals and businesses. Discover how this legislation impacts SALT deductions, R&E expenses, bonus depreciation, and international tax rules, and learn how proactive planning can help you navigate the new tax landscape effectively.

Curious how a local accounting firm beat out hundreds of competitors to earn top workplace honors? Read the story behind BPW’s big win.

Less than one month before the Corporate Transparency Act’s (CTA) Beneficial Ownership Information (BOI) reporting deadline, a U.S. District Court ruled that requirements exceed Congress’s authority under the Commerce Clause of the Constitution. What the court ruling means for reporting The court issued a preliminary injunction blocking the implementation of the CTA, which requires millions…

As we approach 2025, future tax policy is bracing for change in the coming years. With election results now in the rearview, the road ahead for policy shifts begins to take shape, providing a clearer framework for strategic decisions. However, tax planning for individuals will still require thoughtful consideration and flexibility, as expiring tax provisions…

After a few years of relatively mild tax changes for most businesses, post-election results provide more clarity on the direction of future policy—with a confluence of expiring tax provisions, a new administration, and evolving economic factors that will shape the decisions of businesses and individual taxpayers alike. The new administration has proposed policy extensions aimed…

SANTA BARBARA, CA – Accounting Today magazine recently named Eileen Sheridan, CPA a 2024 MP Elite, an annual award recognizing top managing partners in the accounting industry. The report features profiles of some of the best leaders from public accounting firms of all sizes across the country, highlighting the qualities that make them exceptional.  …

SANTA BARBARA, CA – INSIDE Public Accounting (IPA) recently ranked Bartlett, Pringle & Wolf, LLP No. 300 on the IPA Top 500, an annual list of the top 500 CPA firms in the nation based on net revenue. The ranking is determined through the annual IPA Practice Management Survey and Analysis of Firms, a comprehensive evaluation…