the Five Cities, California
Your CPA in Arroyo Grande
Our office sits on East Grand Avenue, which means most of our Arroyo Grande clients can be here in under ten minutes. That proximity matters more than people expect, because good planning happens in conversations, not in email chains during filing season.
Who we work with
What Arroyo Grande actually needs from a CPA.
The Five Cities client base skews toward owner-operated businesses and families in the wealth-building or wealth-preserving stage: contractors, agricultural operations, professional practices, short-term rental and real estate owners, and retirees managing distributions from a lifetime of saving.
For real estate owners in particular, the local questions come up constantly. Cost segregation on a rental, the material participation tests, 1031 exchange timing, and how Proposition 19 changed what happens when property passes to the next generation.
We are a small firm on purpose. You work with Daniel directly, not a rotating cast, and the relationship is built around planning throughout the year rather than a transaction in April.
Services
How we serve Arroyo Grande clients.
Proactive tax planning
Projections and strategy sessions during the year, so decisions get made while they can still change the outcome.
Entity structuring
S corporation elections, reasonable compensation, multi-entity structures, and California-specific considerations like the PTE election.
Business advisory
Cash flow, owner compensation, retirement plan design, and the financial questions that come up between filings.
Family wealth planning
Equity compensation, Roth conversion strategy, charitable planning, and the estate fundamentals for high-income households.
Tax return preparation
Individual, business, trust, and estate returns, prepared by the same person who built the plan behind them.
Real estate taxation
Cost segregation, material participation, passive loss rules, 1031 exchanges, and Proposition 19 planning.
The office
Close enough to meet in person.
We are at 1277 E Grand Ave, Suite B, Arroyo Grande, with parking on site. Most clients do a mix of in-person and video meetings, whichever fits the season.
1277 E Grand Ave, Suite BArroyo Grande, CA 93420
Monday to Friday, 8am to 5pm PT
Also serving
- Grover Beach
- Pismo Beach
- Oceano
- Nipomo
- Shell Beach
We work with clients throughout the Central Coast and, for planning engagements, across California and beyond.
Next step
An hour with Daniel.
Complimentary and full length. We review your last filed return in advance and come prepared with a personalized fee estimate, so you leave knowing whether we are the right firm for you.