Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

We’re happy to help you with any of these services:

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

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...

Changing Your San Luis Obispo Business Structure – A Savings Opportunity?

Prepare, prepare, prepare. As a recession is bearing down on us all, figuring out how to prepare for economic downturns is something you should be concerned with in your San Luis Obispo business. I know I am.Now, while you and I can’t prepare for every eventuality, we...

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...

Measuring Key Numbers In Your San Luis Obispo Business And Developing Accountability

During the first Super Bowl that Tom Brady won (with the Patriots), these were some of the companies who advertised (hat tip to Jon Erlichman of Bloomberg):AOLBlockbusterRadio ShackCircuit CityCompUSASearsHotJobsYahooVoiceStream WirelessGateway ComputersThe year was...

PPP Forgiveness Reminders For San Luis Obispo Businesses

Doing business in the summer of 2020 sure ain't easy.I have San Luis Obispo clients all over the spectrum -- some whose businesses are on their last legs because of social restrictions and lockdowns, some who are hanging steady, and some who have found ways to...

Stevens’s Tips for Successful Mergers and Acquisitions

With the events of the past week and whispers of world war, it’s pretty easy to get caught up in the non-stop fear cycle. Watching a full-scale invasion of Ukraine, anxiously waiting to see if China will invade Taiwan, hearing Turkey issue threats to Russia if they...

How a Continuous Audit Helps Your San Luis Obispo Business

My quick take on SVB: Don’t let it rob you of your focus for building the business under YOUR control.In other words, let noise be noise … and focus on what’s most important: your immediate world.But I will say that this crisis is a perfect example of why you should...

5 Business Mistakes That Can Be Fatal by Dennis Burkart, CPA and Cole Stevens, CPA

All the political people are arguing over taxes, and my inner geek smiles.(By the way, if YOU want to argue about the tax issues, here's a good explainer article to start with before you make big declarations about the tax issues involved.)Because I'm not really...

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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