Travis J. Wilson, CPA, CFP®
Tax. Accounting. Consulting.
About
A graduate of the University of California, Santa Barbara with Bachelor of Arts degrees in Business Economics with an Emphasis in Accounting and Political Science.
Licensed as a Certified Public Accountant (CPA) and a Certified Financial Planner professional (CFP®).
Member of the American Institute of Certified Public Accountants (AICPA) and California Society of Certified Public Accountants (CalCPA).
Formerly served as President of the UC Santa Barbara Alumni Association, Co-Founder and Treasurer of the Adsum Education Foundation, Treasurer of the Teddy Bear Cancer Foundation, cabin counselor for Camp Ronald McDonald, and Santa Barbara Foundation Katherine Harvey Fellow.
Honored by the Santa Barbara Independent as a “Local Hero” and the Pacific Coast Business Times “40 Under 40”.
Areas of Practice
Over 20 years of professional experience serving the needs of a wide variety of individuals, small businesses, and not-for-profit organizations in the areas of tax, accounting, and consulting.
Tax
Tax preparation and planning for individuals, sole-proprietors, corporations, partnerships, LLCs, as well as not-for-profit organizations.
Accounting
Financial statement preparation, bookkeeping, audit support, and outsourced position for “CFO” and controller.
Consulting
Comprehensive financial planning, business strategy, operational efficiency, development and implementation of policies, procedures, and best practices.
References
“I have had the honor of working with Travis on many client cases, and he is always responsive, responsible, and on point. His knowledge of taxation and ability to work with various institutions and businesses is paramount to his success.”
— A.L.
“Working with Travis is the best investment I have made for my business. He has helped us tremendously with our finances and our business development. I highly recommend working with him and will certainly continue to use his services in the future.”
— D.H.
“Travis is an incredible CPA. I could go on and on and on about all his wonderful qualities, but you should really meet him for yourself. He does my taxes for free, but I’d still think he was pretty great even if he charged me his billing rate.”
— His Mom
“Locations”
Mondays
Lucky’s
Montectio
1217 Coast Village Road
Tuesdays
Playa Azul
Downtown
914 Santa Barbara Street
Wednesdays
Harry’s
Uptown
3313 State Street
Thursdays
Intermezzo
Downtown
813 Anacapa Street
Contact
Email & Phone
travis@wilson.cpa
805.452.7830
Mailing Address
Post Office Box 22807
Santa Barbara, CA 93121
Office Location
25 El Paseo
In the Historic El Paseo Courtyard