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’s C Corp Pros and Cons

Before I dive into discussing the pros and cons of a C corp, I briefly want to touch on some other things relevant to you as a San Luis Obispo small business owner.Recession. The threat of it hangs in the air like a midwest thunderstorm. And as you anticipate it,...

Passing Down Your San Luis Obispo Family Business

There is talk right now that Congress might enact automatic forgiveness for all PPP loans under $150K. This would be a sigh of relief for San Luis Obispo small businesses (and their accountants!) everywhere. Nothing has been passed, but it's under strong...

Federal Spending Impact on San Luis Obispo Businesses

I don’t know about you, but after the holidays (and I hope yours were filled with good things and happy times with loved ones), I’m always a bit tapped out on the spending. But in true governmental fashion, Uncle Sam is piling it on. Seems like Congress missed...

Employee Gifts: Some Ideas for San Luis Obispo Business Owners

Time is counting down until the year is up and your tax impact opportunity window closes.And even if this is the busiest (and perhaps most profitable) part of the year for your San Luis Obispo business, opening up a little space in your calendar to talk about some...

What is the Best Payroll Software for Your San Luis Obispo Small Business?

Every San Luis Obispo business owner in today’s inflationary environment is looking for ways to economize and improve: overhead expenses, workload, staffing needs, office space, supply chains, etc. It all feels stretched. We’re *all* feeling it, even here in San Luis...

What San Luis Obispo Business Owners Need to Know About Commercial Real Estate Mortgages

Does the thought of paying rent to your San Luis Obispo commercial landlord for eternity make you cringe?Do you get a little bit of FOMO when you hear stories about other people building empires with real estate?The decision to purchase your own space from which to...

Alleviating Cash Flow Management Pains for San Luis Obispo Businesses

[1] Because we’re talking cash flow management today… with a recession looming on the horizon and the effects of inflation being felt so hard in everyday life, it’s difficult not to freak out over what lies ahead for your San Luis Obispo small...

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 Employee Retention Credit Update For San Luis Obispo Businesses

With the passage of the American Rescue Plan Act AND the CARES Act, the government is seemingly trying to go "full Oprah" with all of the credits, grants, and such that they are slinging out to San Luis Obispo small businesses...And while the media headlines are...

An Important PPP Loan Update For San Luis Obispo Business Owners

There's both good news (for some) and bad news (for many) as we round the corner into December.And I'm not talking about our culture, or politics, or sports, or anything like that.I'm talking about TAXES.I'll start with the good news. This is applicable to some of my...

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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