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.

All About BOI Reporting for San Luis Obispo Business Owners

It seems business leaders aren’t worried about recession anymore. At least that’s what the annual World Economic Forum decided last week.  Economic experts and business leaders are saying that we're not likely to see a U.S. recession in 2024. The Federal Reserve might...

Opportunities San Luis Obispo Business Owners Will Miss Out On Without Accounting Basics

It’s officially time to get serious about your accounting and taxes. Because if you’re an S corp or partnership and you haven’t yet filed your 2024 taxes, it’s imperative that you file an extension … immediately. That’s because March 17th is the deadline for filing...

Burkart & Stevens, CPAs and Advisors’s Playbook to Choosing the Right Entity Type For Business Success

Quick Answer: Selecting the optimal entity type for business success requires matching your corporate structure to the specific legal risks and tax rules of your industry. A mismatched framework can leave your personal savings vulnerable to sector-specific...

Cole Stevens’s Reasons for Gratitude for 2020

With all of the insanity of 2020, it seems a bit crazy (and a bit of a relief, to be frank) that we now find ourselves in Thanksgiving week in San Luis Obispo.I have some thoughts, which are perhaps a bit more meditative than normal, because of how this holiday works...

How Your San Luis Obispo Company Can Do More With Less Time

If you didn't get a chance to do this before, would you shoot me back a quick note through the email button at the top of the page? I'd like to hear from you...How are things going for your San Luis Obispo business right now?I'd like to get just a few sentences about...

How San Luis Obispo Owners Can Have a Productive Business Meeting

Ever finished a meeting and thought That could have been an email? Yeah, I get that. Work meetings are one of those necessary evils that too often end up being time wasters rather than savers.But you can’t simply wave a magic wand and eliminate them (though, in...

Customer Relationship Management Tools List For San Luis Obispo Small Business Owners

Key TakeawaysA CRM (Customer Relationship Management) tool centralizes leads, customer communication, and deal tracking in one platform. Most small businesses need a CRM when manual tracking leads to missed follow-ups or a lack of visibility into sales...

Why Should San Luis Obispo Businesses Care About FASB and GAAP?

 Yes, inflation isn't slowing down, even here in San Luis Obispo.Though it's not the main thing I'll be writing about today, I did want to point out this economic elephant in the room for my Chorro business owner readers and clients, and not just speed on by...

Keeping Expenses Separate in Your San Luis Obispo Business

Did you see the Barbie movie or Oppenheimer this weekend? Or jump in with the 200,000 other Barbenheimers and see both?In case you didn’t, your social media feed likely filled you in on what you missed (or didn’t, depending on your view of these things).What a weekend...

Saving on Office Space for Your San Luis Obispo Business

Office space can be a big part of owning your own business. It can be a pretty big expense, too… And of course, the past two years might have changed how you do business in that San Luis Obispo office – a lot. Maybe you have more people working from home. Maybe...

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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