Profile
TRAVIS JAMES WILSON
ListedCPA and CFP® for Tax, Accounting, and Consulting
About
About
Travis J. Wilson, CPA, CFP® provides tax, accounting, and consulting services for individuals, small businesses, sole proprietors, corporations, partnerships, LLCs, and not-for-profit organizations.
The official profile also describes experience with audit support and outsourced CFO or controller roles.
Travis J. Wilson, CPA, CFP® provides tax, accounting, and consulting services for individuals, small businesses, sole proprietors, corporations, partnerships, LLCs, and not-for-profit organizations. His listed tax work includes tax preparation and planning, supported by accounting services that include bookkeeping and financial statement preparation.
The official profile also describes experience with audit support and outsourced CFO or controller roles. Based in Santa Barbara, Travis is presented as licensed as a Certified Public Accountant and Certified Financial Planner professional, with membership in AICPA and CalCPA. His background includes business economics with an emphasis in accounting and political science from the University of California, Santa Barbara.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | Standard | ||
| Bookkeeping services | Standard | ||
| Tax planning | Standard | ||
| Tax services | Standard | ||
Client types
Client types
Tax focus
Tax focus
Service areas
Service areas
Tuesdays Playa, AZ
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