Walpole & Co.

Description

Background: Having lived in a number of Southern and high-desert cities, Elena is happy to continue living in our coastal climate. Working with the Sage Software ERP product line for over 7 years, Elena ran her own consulting business in the Santa Maria, San Luis Obispo, Pismo Beach area. Knowing her problem-solving abilities, technical skills and great customer attention, Walpole asked her to join us—fortunately, she accepted. Elena cites the “Walpole culture” as a factor influencing her decision. Elena enjoys playing the guitar, reading, cooking and practicing yoga.

You should feel confident that your accounting firm very clearly understands your unique financial position. You should also expect a realistic plan for growth that assures the protection of your hard-earned assets. Walpole’s seasoned financial team meets and often surpasses client expectations on a regular basis.

Accountant Field of expertise: Business and Individual Tax Compliance and Tax Planning, Merger and Acquisition Consulting and Compliance, Family Business Consulting Education: BS in Business from Emporia State University, CPA Background: Jason relocated to Santa Barbara in 2001 from Kansas City. Jason has 17 years of experience in all areas of taxation and has served clients in the manufacturing, distribution, service, wholesale and retail industries. With experience both in private and public accounting he brings comprehensive solutions to businesses.

Walpole & Co is a full service accounting firm specializing in Income Tax, Business Accounting, Estates & Trusts, Financial and Estate planning throughout California and the Central Coast.

John Bostwick, CPA Principal Field of Expertise: Business and Individual Tax Services; Accounting and Auditing Services Education: CPA , A.S. in Math and Science, a B.A. in Business and Human Resources and a Certificate in Accounting. Background: John’s most recent professional position was as a supervisor for the Tax department of a Santa Barbara accounting firm for over 8 years. Prior to this, he was a manager in the local automotive industry. He enjoys the Santa Barbara life-style, cycling, surfing and water skiing with his wife Alyson and two children Michaela and Kai.

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