Goleta & Santa Barbara CPA

David Rachford, CPA โ€”
your local tax strategist

Expert tax preparation, S-corp planning, and bookkeeping for small businesses and real estate investors in Goleta and Santa Barbara, CA. Personal attention. No handoffs to junior staff.

CPA California licensed
S-Corp Specialist
15+ Years experience
Local Goleta & Santa Barbara

CPA services tailored to Santa Barbara County businesses

From S-corp elections to QuickBooks cleanup, David Rachford CPA handles the tax and accounting work that lets you focus on running your business.

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S-Corp Tax Returns

Form 1120-S preparation, reasonable compensation analysis, basis tracking, and CA PTE election guidance for Santa Barbara County S-corp shareholders.

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Tax Planning & Strategy

Year-round tax planning โ€” not just filing. Officer salary optimization, retirement plan strategy, QSBS analysis, and Section 199A deduction maximization.

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Bookkeeping & QuickBooks

Monthly bookkeeping, reconciliations, and QuickBooks Pro Advisor setup and cleanup. Clean books you can actually use to run your business.

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HOA Tax Returns

Annual Form 1120-H preparation and financial statement reviews for homeowners associations and condominium owners associations throughout Santa Barbara County.

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Individual & Trust Returns

Complex individual returns including Schedule B/D, wash sale analysis, Form 1116 foreign tax credits, and trust returns for Santa Barbara families.

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Real Estate & Investor Tax

Short-term rental tax strategy, depreciation planning, cost segregation coordination, and Section 1031 exchange guidance for Goleta and Santa Barbara investors.

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A Goleta CPA who works with you, not just for you

Unlike large Santa Barbara firms that route you through junior staff, you work directly with David Rachford โ€” a licensed CPA with deep small-business and startup tax experience.

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Direct CPA access

Every call, email, and question goes to David โ€” not a bookkeeper or first-year associate.

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Local Santa Barbara expertise

Based in Goleta with deep knowledge of California tax law, CA PTE elections, and the Santa Barbara County business landscape.

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Beyond compliance

David brings startup tax experience โ€” QSBS Section 1202, S-corp conversions, 83(b) elections โ€” that most local CPA firms don't offer.

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Year-round relationship

Tax strategy isn't a one-day-a-year event. Quarterly check-ins, proactive planning, and prompt responses when things change.

What Goleta & Santa Barbara clients say

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"David is an outstanding professional who combines deep expertise with a welcoming approach. He has a keen understanding of complex financial matters and explains them clearly and actionably. Highly recommend!"

A.O.

Registered Nurse, Santa Barbara

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"David is a joy to work with! He helped me set up my business as a LLC. He predicted it to be 1 week and like clockwork I received all my docs in the time he said and now I'm ready to fly in my new company. David is knowledgeable and answered all my questions. I highly recommend him for any business or tax need."

Goleta Business Owner

LLC formation client

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"Finally a CPA in Santa Barbara who understands real estate investing. David handled my Schedule E, depreciation, and short-term rental income all in one place."

Real estate investor

Goleta, CA

Navy veteran. CPA. Santa Barbara local.

David Rachford is a Certified Public Accountant based in Goleta, CA, with experience spanning independent CPA practice, startup tax planning, and real estate investor tax strategy. He brings a straightforward, no-BS approach to financial advice โ€” shaped by military discipline and entrepreneurial curiosity.

His practice serves individuals, S-corps, HOAs, and startups throughout Santa Barbara County, with a specialty in clients who need more than a once-a-year tax preparer.

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Credentials & experience

  • โœ“ Certified Public Accountant (CPA), California
  • โœ“ QuickBooks ProAdvisor
  • โœ“ U.S. Navy Veteran
  • โœ“ Section 1202 QSBS specialist
  • โœ“ S-corp formation & ongoing compliance
  • โœ“ Based in Goleta, CA ยท serving all of Santa Barbara County

Ready to talk taxes?

(805) 729-3333

Schedule a free 20-min call

Serving Goleta and Santa Barbara since 2009

Small businesses, real estate investors, S-corp shareholders, and HOAs trust David Rachford CPA for straight-talking tax advice and year-round support.

Book your free consultation