High Quality Comprehensive Accounting & Tax Services
I have a feeling I know why you’re reading this right now.
We’ve worked with plenty of businesses who have to cobble together 9 different software programs to keep everything straight, or who just wash their hands of it all and put everything on the credit card … and then try to clean up every year after the fact. And they know that this is no way to properly monitor profit margins, cash controls, account management, tax strategy and all of the myriad components of an effective financial system for a business.
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FOR San Luis Obispo, CA BUSINESSES AND FAMILIES LOOKING FOR A TAX PROFESSIONAL THEY CAN TRUST
Would you shoot me a note?How are things going for your San Luis Obispo business right now?Doesn't have to be long ... just a little status update, is all. There might be some things we can do to help, if needed (or traps we can help you avoid if things are rolling...
I have some ideas for San Luis Obispo small business owners to chew on today about how to connect more clearly and deeply with your clients and prospects, but before I get there, some news:There is still no word about automatic PPP forgiveness for smaller loans (under...
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...
We were so lucky to have been referred to the team at Burkart & Stevens. My husband and I were on a tight deadline in order to file taxes before purchasing a home and Cole didn’t hesitate to jump right in. He went above and beyond to work with us, answering every question we had along the way. A year later, we are starting a new year free of anxiety and the lingering uncertainty that usually surrounds our tax filing. In a way, Cole and his team have become an integral part of our family and we couldn’t be more grateful for them!Stephanie Wise