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

A Few More Common Marketing Mistakes Made By Businesses

Seeing what has happened in our nation's fourth-largest city has been a sobering reminder of the fragility of life, and business. It's helpful to be reminded that threats and disasters can (and do) strike from directions that you might least expect. And while this is...

The Pareto Principle And Your Company’s Work Cycle

Slogging through the summer, and with the weather still hot, it can be really tempting to sort of press cruise control for the month of August until Labor Day hits us, and *then* really put that nose to the grindstone. But could it be that a rhythm of working a little...

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