North San Luis Obispo County, California
CPA and tax strategy in Paso Robles
Paso Robles businesses tend to be asset-heavy and multi-entity: a vineyard here, an operating winery there, a tasting room, sometimes a hospitality arm, often held across several LLCs with different owners.
Who we work with
What Paso Robles actually needs from a CPA.
That structure is exactly where planning pays. How the entities are organized determines whether losses are usable, whether the qualified business income deduction survives, how self-employment tax lands, and how cleanly the whole thing can transfer someday.
Vineyard accounting has its own set of decisions: capitalizing pre-productive costs, the farming exception rules, depreciation on trellising and equipment, inventory treatment for bulk wine, and how to time an expansion for the best tax result.
We also handle the personal side, because for most owners here the business and the family balance sheet are the same conversation.
Services
How we serve Paso Robles 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.
Our Arroyo Grande office is about 45 minutes south of Paso Robles on the 101, and we meet by video as often as in person. 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
- Templeton
- Atascadero
- San Miguel
- Creston
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.