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
Big Beautiful Bill Details San Luis Obispo Business Owners Might Have Missed
Key Takeaways The more favorable EBITDA-based business interest deduction limit is back for your 2025 tax year. (New restrictions are coming in 2026.) New R&E rules aren’t automatic. Retroactive benefits for 2022–2024 require elections, deadlines, and...
What Payroll Checklist Steps Do San Luis Obispo Business Owners Need to Complete Before December 31?
Key TakeawaysVerify all business and employee information early. Even small errors in EINs, addresses, or Social Security numbers can create big filing issues. Review 2026 compensation rules now. State and local minimum wage increases and the Social Security wage...
San Luis Obispo Small Business Holiday Expenses: What Can I Deduct On Taxes?
Key TakeawaysCompany-wide holiday parties for employees are generally 100% deductible, as long as they’re not exclusive to owners or managers. Meals with clients are typically only 50% deductible, and entertainment remains 0% deductible. Employee gifts can...