Let us be your Chief Financial Officer. Whether your objective is to minimize taxes and accumulate wealth for your family, or to effectively operate and grow your business, you need a Chief Financial Officer. We believe that we can provide no more valuable service than to act as your ally, providing long-term, consistent business advice and guidance.
Barbara Rogers Scollin, CPA
Partner - Estates and Trusts
(805) 963-5112 | email@example.com
Ms. Scollin began her public accounting career with John D. Cargill in 1982 where she performed various tax reporting and accounting functions.
During the period 1984 through 1989, Ms. Scollin worked for Santa Barbara Savings and Santa Barbara Bank & Trust where she handled consolidated financial and compliance reporting to regulatory agencies including the SEC and Board of Directors, expedition of capital changes for securities held in trust accounts, and implementation of a computerized cost accounting system for the bank's commercial transactions.
Ms. Scollin returned to public accounting in 1989 by joining Renaud and Wilson. For three years she worked primarily on estate, fiduciary and individual tax return preparation.
Ms. Scollin joined Nasif, Hicks, Harris & Co. in 1993 and is currently a tax partner serving individuals, estates, trusts, and nonprofit organizations.
Ms. Scollin?s specialized knowledge of taxation issues surrounding estates and trusts allows personalized consultation in the following areas:
- Trust and Estate Administration
- Trust and Estate Accounting
- Estate Tax Returns
- Gift Tax Returns
- Income Tax Planning for Individuals
- Nonprofit Tax Returns
- Fiduciary Income Tax Returns
- Private Foundation Planning and Returns
- Estate Planning, Post Mortem Planning
- Charitable Trust Planning and Returns
Ms. Scollin is a member of the American Institute of Certified Public Accountants, the California Society of Certified Public Accountants, the Santa Barbara Estate Planning Council, and the Planned Giving Roundtable of Santa Barbara.
Bachelor of Arts degree in Business and Economics from Westmont College, Cum Laude, 1982
Certificate in Accounting from the University of California at Santa Barbara, 1993
Certificate in Estate Planning from the California CPA Education Foundation, 1998
CERTIFIED PUBLIC ACCOUNTING LICENSE AND CERTIFICATE
Certified Public Accountant, 1995
License Number 68392
- William J. Nasif, CPA
- Steven J. Hicks, CPA
- Jeff P. Harris, CPA
- Jody Dolan Holehouse, CPA, CMA
- Tom W. Burk, CPA
- Barbara Rogers Scollin, CPA
- Larry Brown, CPA
- Sarah Turner, CPA