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.

5 Helpful Tips for San Luis Obispo Businesses To Be More Resilient in Crisis

The overall economy is on a tear right now, but for some businesses, things don’t look so rosy. By the way, if that is you and your business (not so rosy), there are a multiplicity of grants, tax credits, and very favorable loans available -- though doing it properly...

All About the SSBCI for San Luis Obispo Business Owners

Fill in the blank: It takes a village to ______.While you’re probably thinking of child-rearing right now, I’d like to suggest that it applies to your San Luis Obispo small business as well. And particularly during inflationary times. The 2020 world made it painfully...

The Seven Primary Tasks For Any San Luis Obispo Business Team

A week past the election, and still plenty of disagreement about the results.That means this is another week where you have the opportunity for the other chumps out there to get massively distracted by the political war games ... while you go about quietly building...

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...

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...

Making a Plan to Reskill and Upskill Your Staff

Well, here we are — just like that, we find ourselves already a quarter of the way through 2023. While people all across San Luis Obispo are breaking out the deep cleaning sprays and scrub brushes to get a little springtime sparkle, you might want to be thinking about...

How San Luis Obispo business owners can beat occupational stress

As a San Luis Obispo business owner, you carry the weight of your company on your shoulders. But the reward is this: when things go well – your profits are good, you’re meeting your business goals, you’re dreaming for the future, entrepreneurial FREEDOM is in the...

Big PPP Loan Forgiveness News For San Luis Obispo Businesses

You might have seen some rumors on this already, but I wanted to help make everything clear for you...A few weeks back I told you that there were some tax professional rumors circulating about “automatic PPP loan forgiveness” for loans under $150K. Remember that?Well,...

Succession Planning 101 for San Luis Obispo Businesses

Whether you’re partial to the Olympics or American football, this past week has brought some great athletic entertainment to many San Luis Obispo homes and businesses. As we speak, the U.S. has managed to grab 16 medals – 7 of them gold. Among those gold medal...

Burkart & Stevens, CPAs and Advisors’s Tips for 2023 Small Business Tax Planning

Forward-thinking is a must in business… that goes for your taxes too. And I’m going to dive into what that looks like today. But first, let’s talk about your tax filing. The S corp and partnership filing deadline is coming up (March 15 to be exact). While we’ll...

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: