Palius + O’Kelley is a Santa Barbara-based business-only CPA firm with a talented team of nine people comprised of CPAs and other professionals that offers exceptional service and valued product to a select list of clients. Our clients are high achieving, profitable, privately owned and operated companies in the small to medium enterprise segment of the economy (clients that have revenue up to $40-50 million).

We are able to offer unparalleled service and response by limiting the types/kinds of assignments we take on. We limit our individual tax practice so we can respond quickly to our business clients’ needs on a year round basis - even in the middle of “tax season”. That means we are available whenever our clients needs us.

What’s in it for you?

We offer an extensive list of proactive, client–centered services in addition to traditional CPA firm services such as tax and financial statements. Here are just a few:

• Outside–the–box thinking. Using a remarkable data analyzing software product called GamePlan™, we prepare monthly, periodic or annual reports that give our clients insight into how their companies are achieving (or not) certain results.
• Experience on both sides of the desk. Both partners have worked inside of client companies as CFOs with operational authority. We see client businesses from both perspectives.
• First class accounting and tax services. We believe in planning, planning, planning, so that no client is surprised when their tax returns are completed. We provide a full range of these services. For the details, click here.
• Building a better business. We work hand in hand with our clients to help them build better businesses.
• We ARE different. Give us a call and find out just how different.