For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

The Work Opportunity Tax Credit: Year-End Hiring Benefit for San Luis Obispo Businesses

Key TakeawaysYes, the WOTC applies if you hire someone before December 31, 2025.  You must submit IRS Form 8850 to your State Workforce Agency (SWA) within 28 days of the new employee’s start date. The credit can be worth up to $2,400 per eligible...

4 Strategies for Steadier Cash Flow in Your San Luis Obispo Seasonal Business

Summer usually means slowing down — pool days, vacations, maybe catching the sunset from your deck after work. But as a business owner? It means managing staff vacations, trying to stay visible while your customers are mentally on vacation, planning ahead for Q3, and...

Three Keys To Shorter Meetings For Your Business

Last week I wrote about working less and testing the 80/20 hypothesis for your San Luis Obispo County business work cycle. I'd love to know if you had a chance to consider putting this into practice, send us an email using the email icon at the top right-hand corner...

Is the Work Opportunity Tax Credit Right For Your San Luis Obispo Business?

Raise your hand if you feel like you’re living through a sales tax nightmare as we’re in the post-Black Friday and pre-Christmas window of chaos. (While I can’t see your raised hand, I can certainly feel it.) Which only makes sense: You have to pay attention to a...

Burkart & Stevens, CPAs and Advisors’s Self-Employment Health Insurance Guide

The heat is turning up everywhere right now, literally and metaphorically.Let’s discuss that in terms of your San Luis Obispo business if you filed an Employee Retention Credit (ERC). See, the IRS is leveling up their ERC claim investigations right now. If you...

Strategizing for the Effects of Tariffs on Your San Luis Obispo Business

As I sit to write this, it’s the eve of Tax Deadline Day (I’ll be sure to put milk and cookies out for Uncle Sam before leaving the office). Hope you feel the relief of putting your 2024 taxes behind you. Now, you can devote your attention to this other important...

Cole Stevens’ Third Stimulus Package Update

Well, it doesn't look as if the minimum wage increase is happening.But all kinds of other interesting nuggets are inside the Senate version of the third stimulus package, the "American Rescue Plan" (i.e. the Biden stimulus).Now, portions of unemployment are NOT...

Provisions of the Second Coronavirus Relief Bill That Affect San Luis Obispo Small Businesses

Wow, does it ever feel good to have turned the page on 2020. This first "working week" is when I finally began to feel the newness of it all.Yes, it's "just a date" on a Gregorian calendar, but ...2021 holds great promise for our Chorro business clients. With the...

Time Management Software Choices for San Luis Obispo Businesses

Tax “season” is over – at least for most of us. For all of the tax-exempt organizations out there operating on a calendar year basis, just a little nudge regarding the May 16th filing deadline. We’re here to help.Now, however, despite the relief that comes with the...

Growing Revenue in Your San Luis Obispo Business Starts with Your Team

As you’re knee-deep in business holiday chaos right now, look no further than Santa for inspiration.Because if Mr. Claus can upgrade his delivery systems to handle millions of gifts in one night (at least that’s what Red One suggests), you can upgrade your Chorro...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

Let Us Help: