Additional Services
Additional “Done For You” Services Our Firm Provides
Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.
If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free to contact us and we’d love to answer any questions you have and help in any way we can.
Planning for the Future
Elder Care Planning
Estate Planning
Individual and Business Tax Planning
Financial Planning
Business bookkeeping
Business advisory services
Trust and Conservatorship Accounting
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...