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.
Jody Dolan Holehouse, CPA, CMA
Partner - Tax
(805) 963-5109 | firstname.lastname@example.org
Jody serves individual and business clients in tax planning and preparation, accounting and business analysis. She addresses complex issues surrounding the taxation of real estate transactions including tax deferred exchanges, owners in multiple businesses, residents, part-year and non residents, bankruptcy estates, partnerships, corporations, 'S' corporations, multiple state operations, trusts and estates.
Ms. Holehouse began her accounting career in 1978 first with Sloan Technology Corporation. Her public accounting experience is with Bartlett, Pringle & Wolf from 1981 - 1993 and with Nasif, Hicks, Harris & Co. from 1993 to the present.
She earned her Bachelor of Arts degree with high honors from University of California at Santa Barbara. She was awarded a CPA license in the State of California in 1983 and her Certified Management Accountant designation in 1986. Jody is a past president of the California State Society of Certified Public Accountants Channel Counties Chapter and the Institute of Management Accountants Santa Barbara Chapter. She is a member of the American Institute of Certified Public Accountants, the California Society of Certified Public Accountants and the Institute of Management Accountants.
She serves on the board of the Rotary Club of Santa Barbara Sunrise and its Charitable Foundation and is past president of the Rotary Club of Santa Barbara Sunrise and of Girls Incorporated of Greater Santa Barbara.
- 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