Tax Problem Resolution

You’ve got a friend in the tax business. Let us be your go-to for your any tax resolution needs you may have. From IRS wage garnishment protection to helping you get “Innocent Spouse” protection, we have the experience you need.

Cole Stevens on How You as a Business Owner Pay Yourself

I’m watching in disbelief, like you, as I see the photos of the hurricane devastation keep rolling in. It’s hard to believe so much infrastructure can be swept away that quickly. Our hearts are grieving for those who lost loved ones and homes and businesses from...

When a Local San Luis Obispo Business Is Shutting Its Doors

This might not apply to you.So it could just be something to file away for the future.But I’m hearing enough rumblings from other accountants and seeing some of the signs … SMB owners could be in for a tough ride over the next little while and that could mean any San...

5 Cybersecurity Steps all San Luis Obispo Business Owners Should Take

From making sure that nobody is doing Zoom calls in their bathrobe to ensuring that work actually gets done on time, you’ve got a few extra things to worry about as a San Luis Obispo business owner these days.Chief among those new concerns, however, should be...

The Million Dollar Question of Selling Strategies for Your San Luis Obispo Business

At least for the moment, we can’t say our new president isn’t keeping his campaign promises. On February 4th, additional tariffs of 25 percent on goods from Mexico and Canada, and an additional 10 percent on goods from China will go into effect. Of course,...

OBBBA’s No Tax on Overtime & Tips: The Positives for Your San Luis Obispo Business

Raise your hand if you feel like you're juggling too many balls in your San Luis Obispo business right now. (Yes, my hand is raised too.)Because on top of day-to-day operations, you've jumped into Q3 with a slew of tax code updates from the One Big Beautiful Bill...

Why Soft Skills Are The Future For The San Luis Obispo Workforce

We work with many San Luis Obispo business owners, so that means that the April 15th deadline doesn't carry quite the same "relief" that it does for many firms who work primarily with individual tax returns.Which is one of the reasons why you still see me posting a...

What Smart San Luis Obispo Owners Do When Using AI for Small Business Growth

Key Takeaways Small businesses often see faster financial returns from AI than large companies because they can change workflows quickly AI only works if you can tie it to measurable outcomes like cost savings, revenue growth, or capacity gains Time...

Customer Service Retention Strategies That Save San Luis Obispo Businesses

"Courteous treatment will make a customer a walking advertisement." —James Cash PenneyQuick Answers: Customer Service Retention StrategiesFollowing up after every sale or service can dramatically increase loyalty and uncover issues before they become...

Year-End Business Reporting for Growth

End-of-year can be a bit of a scramble as a business owner. So, before we get into holiday craziness, a friendly reminder: year-end is also your prime San Luis Obispoopportunity to make the calendar work in your favor as a business.From year-end profitability...

My San Luis Obispo Small Business Health Quiz (Part 2)

Let's start today with a couple questions I've been getting here at Burkart & Stevens, CPAs and Advisors from our San Luis Obispo small business clients about the second round of the PPP, and some of the new provisions of the recent bill that affect businesses.If I...

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!

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