Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

We’re happy to help you with any of these services:

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

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...

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...

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...

How San Luis Obispo Businesses Get More Done With Less Time

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...

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...

Let’s Talk About Your Business…

See, relative to their income, the rich are frugal. They save and invest. They spend less than 65% of their take-home pay on day-to-day expenses.

Why Price Reductions are Bad Positioning for (Almost) Any Business

Our hearts remain with those in Houston and, now, South Florida, who has been dealing with such a massive disruption of their lives -- and during a time of year that is already one of the busiest. The IRS has set up a "catch all" page for those cleaning up from...

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...

Tax Paperwork Checklist

These days, I'm often glad that it's our busy tax filing season, so that I have an easy excuse when political conversations are happening: Oh THAT [crazy new political story]? Huh, didn't see it -- I'm too busy with tax season. With all of the chaos out there, the...

Struggling San Luis Obispo Businesses Be Careful With Price Reductions

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...

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!