High Quality Comprehensive Accounting & Tax Services
I have a feeling I know why you’re reading this right now.
We’ve worked with plenty of businesses who have to cobble together 9 different software programs to keep everything straight, or who just wash their hands of it all and put everything on the credit card … and then try to clean up every year after the fact. And they know that this is no way to properly monitor profit margins, cash controls, account management, tax strategy and all of the myriad components of an effective financial system for a business.
Am I close?
FOR San Luis Obispo, CA BUSINESSES AND FAMILIES LOOKING FOR A TAX PROFESSIONAL THEY CAN TRUST
Our Tax Services
High quality comprehensive
accounting and tax services:
Tax Preparation Done Right
Tax Planning For Big Savings
For Small Businesses
“Hassle Free” QuickBooks
“Reset” Your QuicksBooks
“Part Time CFO” Services
Accounting Done For You
Tax Problem Resolution
“Innocent Spouse” IRS Relief
Payroll Tax Protection
Non-Filed Returns Done For You
Settle Your IRS Debt for Less
Additional Services
Financial Planning
Business bookkeeping
Business advisory services
Trust and conservatorship accounting
RECENT POSTS
TurboTax vs Tax Preparer: How Should I File My San Luis Obispo Business Taxes?
Key TakeawaysDIY tax software can work for very simple, low-income businesses, but it assumes you already know how to classify transactions and identify tax opportunities. A tax preparer makes sure expenses, credits, and entity decisions are handled legally and...
What Do I Need to Bring To My Tax Appointment With My San Luis Obispo Accountant?
Key Takeaways Personal and business identification details, including Social Security numbers and business IDs Complete income records Documentation that supports deductions, credits, and major purchases Proof of tax payments already made during...
What’s The Last Date For Employers To Send Out W-2 Forms to San Luis Obispo Employees?
Key TakeawaysW-2s and 1099-NECs must be sent to workers by February 2, 2026 (for the 2025 tax year). Those same forms must also be filed with the government by February 2, 2026, whether you file electronically or on paper. If you file 10 or more total...