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.

Keeping Your Business Focused On Revenue Growth and Customer Retention

We've been talking about meetings, efficiency, and how San Luis Obispo County small business owners simply have to stay laser-focused on tasks that will bring them and their business towards actually achieving their goals. Especially with all of the political and...

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...

Hiring Family: 4 Keys San Luis Obispo Business Owners Should Know

You’ve heard me say it a lot: Keep your head down and focus on what’s actually important – not what’s trending in the fear-focused news headlines. I’ll be the first to admit, this mantra is easier said than done sometimes. Especially these days, when the grip of...

The New Congress and Your San Luis Obispo Business

This time of year means big things for San Luis Obispo businesses like yours… and big-red-bow-on-top opportunities thanks to the post-Thanksgiving, pre-Christmas buying euphoria. Early indicators are that this has been a tepid start to the consumer holiday...

Three Financial Statements San Luis Obispo SMBs Need To Get Right

If you’re a successful San Luis Obispo business owner in this high-pressure time, you’ve learned to master the art of the pivot. Pivot on pricing, pivot on operations, pivot on hiring, pivot on supply, pivot on financials... Successfully pulling it off is...

Pointers From Burkart & Stevens, CPAs and Advisors For Handling Business Debt

While we all helplessly watch the war in Ukraine, we are also seeing the toll it’s extracting on our economy… and small businesses. Oil prices are skyrocketing and supply chain disruptions are becoming regular fare.The shock of the last two years hasn’t really worn...

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...

Cloud Storage for Businesses: Burkart & Stevens, CPAs and Advisors’s 7 Steps For Going Digital

 Fall is “officially” here (even if it still doesn’t quite feel like it), but that also means a lot less sunlight for the next few months. At least there are mugs of steaming cider and pumpkin-flavored pastries to look forward to.Here’s something that you may not...

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...

Burkart & Stevens, CPAs and Advisors’s 18 Questions to Drive Business Growth in 2024

By the time you actually get to reading this, there is a very good chance that you're reading a voice from the past. I make it a practice to prepare my San Luis Obispo clients and friends a few days in advance, and RIGHT NOW, it is still 2023.But 2024 is beckoning and...

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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