Blog
How San Luis Obispo Businesses Can Navigate Mistaken ERC Claims
Anyone else jump on all those great online Black Friday deals this year? There were a bunch. But, if you chose an online purchase because of the ease of returning said item, you might want to check the return policy. Looks like quite a few retailers...
Practicing Thankfulness in Your San Luis Obispo Business
Does your San Luis Obispo family sit around the table at Thanksgiving dinner and share something they’re thankful for?I’ve been at those holiday meals many a time. I appreciate the intent, and will admit it’s usually effective in getting me to feel more grateful, but...
Year-End Business Reporting for Growth
End-of-year can be a bit of a scramble as a business owner. So, before we get into holiday craziness, a friendly reminder: year-end is also your prime San Luis Obispoopportunity to make the calendar work in your favor as a business.From year-end profitability...
Partnership Income Tax Returns & More San Luis Obispo IRS Targets
Though the days are getting shorter and the weather is taking a turn, there are some great revenue reasons to get excited about the next two months.As we round the bend into Black Friday territory (which for many began at the end of October), it’s time to get nimble...
Are San Luis Obispo Consumers Exhausted by Tip Screens?
You might remember this little story from last year when an ex-IRS contractor pleaded guilty to leaking President Trump’s private taxpayer information along with many other wealthy individuals. It brought the IRS’s ability to secure taxpayer data into question...
Accommodating State Sales Tax Changes in Your San Luis Obispo Business
Loading the dishwasher is a daily job in most households. And, to get clean dishes and not melt your plastic to-go containers, you’ll need to arrange things well. And, according to Consumer reports, there actually is a right way to load yours. While doing...
Prioritizing Cyber Network Security in Your San Luis Obispo Business
A few things are grabbing my attention this week. The first being that the tax extension deadline has passed. That’s a big relief for my office, and perhaps for yours too. I’m continuing to avidly watch, as I’m sure you are too, the unfolding events in Gaza....
A PTO Payout Policy Checklist for San Luis Obispo Business Owners
This weekend’s news coverage and social media scroll were dominated by reports of the awful things happening in Israel right now. It’s pretty difficult to swallow the images of violence and abuse being perpetrated by Hamas. And no matter how many times you hear about...
Steps For Prioritizing Profit In Your San Luis Obispo Small Business
Profit is the lifeblood of any organization. Show me a small business with PROFIT at its center, and I'll show you something worth modeling yourself after.An organization NOT to model yourself after: the federal government. They prefer to operate in deficit mode,...
Alternative Approaches To Paid Time Off Policy for San Luis Obispo Businesses
October is right around the corner. So is the October 15th extension deadline. And so is the fourth quarter for your San Luis Obispo business.As we approach Q4, be mindful of the usual year-end accounting needs and reporting requirements that will be popping up. We’ll...
Leadership and Empowerment for Business Owners: A Story
Let me begin by noting, if you were looking to file for the Employee Retention Credit this year, heads up that the IRS isn't processing any new claims through the end of the year. This is an effort to keep you out of hot water if you shouldn't be claiming...
Burkart & Stevens, CPAs and Advisors on What “Open For Business” Means To The IRS
We’re seeing businesses across the nation acknowledge this week’s 9/11 day of remembrance in really special ways. It’s been 22 years already.Looking back, 2001 and 2020 are similar as stand-out turning points for America, albeit in different ways and for...