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
With the business deadline (9/15) behind us, we're in tax planning season.Though the IRS (and Congress) haven't yet definitively made a statement about it (that we know of), here at Burkart & Stevens, CPAs and Advisors we are operating according to the fact that the...
Here we are, with Q3 of 2020 in the rearview mirror, THANK GOODNESS.Only one more quarter left in this 2020 donkey -- but it's going to be an eventful one.I get asked a bunch by San Luis Obispo clients and friends what I think the markets will do, and the only thing I...
I have a few quick-hit things to cover today.The first of which relates to some timing issues. Labor Day is behind us (though many of my San Luis Obispo business owner friends and clients don't really take time off for that).(You can't really take a vacation in the...
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