FOR San Luis Obispo, CA BUSINESSES AND FAMILIES LOOKING FOR A TAX PROFESSIONAL THEY CAN TRUST

FOR San Luis Obispo, CA BUSINESSES AND FAMILIES LOOKING FOR A TAX PROFESSIONAL THEY CAN TRUST

FOR San Luis Obispo, CA BUSINESSES AND FAMILIES LOOKING FOR A TAX PROFESSIONAL THEY CAN TRUST

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.

Am I close?

FOR San Luis Obispo, CA BUSINESSES AND FAMILIES LOOKING FOR A TAX PROFESSIONAL THEY CAN TRUST

Our Tax Services

High quality comprehensive
accounting and tax services:

Tax Preparation Done Right
Tax Planning For Big Savings

For Small Businesses

“Hassle Free” QuickBooks
“Reset” Your QuicksBooks
“Part Time CFO” Services
Accounting Done For You

Tax Problem Resolution

“Innocent Spouse” IRS Relief
Payroll Tax Protection
Non-Filed Returns Done For You
Settle Your IRS Debt for Less

Additional Services

Financial Planning
Business bookkeeping
Business advisory services
Trust and conservatorship accounting

RECENT POSTS

Ultra Last Minute Tax Moves for San Luis Obispo Businesses

Ultra Last Minute Tax Moves for San Luis Obispo Businesses

It's going to take us many weeks to digest everything in this massive omnibus of a relief bill that the President signed on Sunday night.And with year-end barrelling at us (2021 is on FRIDAY), it's unlikely that we will be able to make substantive action on your...

Cole Stevens’ Annual Holiday Prayer

Cole Stevens’ Annual Holiday Prayer

Well, Congress seems to have heard the cries of the huddled masses of SMB's around the country, and more PPP funding is (seemingly) on the way.Details aren't finalized yet as of this writing, so I will have more to say on these matters in future weeks.Even these early...