This week marks the end of another tumultuous tax filing season.I can’t remember anything like it. With the last minute legislative changes, software update delays, and IRS service issues -- this very well might have been the most disrupted and difficult tax season in...

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...

With the way that the economy is going, inflation, the market gyrations, etc ... ANY business seems like good business.Until it isn't.Consider ...Have you ever been in a San Luis Obispo store when a customer starts yelling at the employee behind the counter for...

The unfortunate reality of things right now is that businesses across the board might need to raise their prices. Inflation’s increasingly pervasive effects, as well as continued supply shortages, demand that pricing models change – or at least be...

This past weekend, Ed Dwight — age 90, became the oldest person to travel to space. Six decades ago, he was on a trajectory to become the first Black astronaut in space, but ultimately was passed over. The space excursion certainly cements the old adage “It’s...

One of the best things about this summer has been watching the Paris Olympics. When an American athlete pulls out a win, it feels like a win for all of us. Case in point: Noah Lyles taking the gold in the men’s 100m dash. That’s an event where Americans haven’t...

Remembering and honoring Martin Luther King this week has me thinking once again about being a voice. It’s hard not to get inspired listening to the iconic words of the famous I Have a Dream speech (if you’ve never listened to the entire speech, it’s worth...

Double-checking is a motto we live by here at Burkart & Stevens, CPAs and Advisors. It’s just good sense when you’re dealing with complicated tax code and people’s returns. No one situation is quite the same with our clients. And you can be sure we’re giving your...

The "American Rescue Plan" has been finalized. And there are things about the new stimulus update our San Luis Obispo clients should know.While I normally write weekly, there is information in this strategy note that you need to know about now that might even impact...

Cue the pumpkin stands, trick-or-treating supplies, mannequins with sweaters, and the way-too-perfect apple-picking photos in your social media feed.The calendar flipped to September and suddenly it's fall ... y'all. (Saw that one on a scrolling bank sign yesterday,...