For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

The Seven Primary Tasks For Any San Luis Obispo Business Team

A week past the election, and still plenty of disagreement about the results.That means this is another week where you have the opportunity for the other chumps out there to get massively distracted by the political war games ... while you go about quietly building...

8 Important Steps for San Luis Obispo Non-Profits Before Year-End

With the increased standard deduction this past year ($12,400 single, $24,800 married filing jointly, $18,650 head of household), some smaller charities began to see a decrease in donations.This year might be worse.Yes, I hate to be the one to say these things, but...

Keeping Your Business Focused On Revenue Growth and Customer Retention

We've been talking about meetings, efficiency, and how San Luis Obispo County small business owners simply have to stay laser-focused on tasks that will bring them and their business towards actually achieving their goals. Especially with all of the political and...

About That PPP Forgiveness Application for San Luis Obispo Businesses

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...

Why Soft Skills Are The Future For The San Luis Obispo Workforce

We work with many San Luis Obispo business owners, so that means that the April 15th deadline doesn't carry quite the same "relief" that it does for many firms who work primarily with individual tax returns.Which is one of the reasons why you still see me posting a...

Passing Down Your San Luis Obispo Family Business

There is talk right now that Congress might enact automatic forgiveness for all PPP loans under $150K. This would be a sigh of relief for San Luis Obispo small businesses (and their accountants!) everywhere. Nothing has been passed, but it's under strong...

How San Luis Obispo Businesses Can Market More Effectively In This New Normal

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...

The Cares Act, San Luis Obispo Business Owners, And Student Loan Repayment

2021 is hurtling at us, isn't it? May it ever come sooner.Well, except for this part:I'm here to remind you that while we can (and, often, do) do wonders with "after the fact" tax return information, the best work we can do for you and your San Luis Obispo business is...

Marketing Tips for Small Business Owners

As you may have heard, "Labor Day" originated during the time of 7-day workweeks of 12-hour days, in the late 1800's, as our country was in the throes of the Industrial Revolution. Times have certainly changed since then -- and our economy is no longer driven by the...

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...

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!