San Luis Obispo County, California
CPA and tax planning in San Luis Obispo
Most San Luis Obispo business owners meet their CPA once a year, hand over a stack of documents, and find out what they owe after every decision has already been made. We work the other way around: planning first, filing second.
Who we work with
What San Luis Obispo actually needs from a CPA.
San Luis Obispo runs on owner-operated businesses. Vineyards and tasting rooms, contractors, medical and dental practices, restaurants and hospitality, Cal Poly-adjacent tech and consulting firms, and a large base of professionals with equity compensation from companies elsewhere. Each of those brings a different tax profile, and none of them are well served by a return prepared in a vacuum.
California adds a layer most national guidance skips: no conformity on several federal provisions, the pass-through entity elective tax and its June 15 prepayment, franchise tax minimums that catch new entities off guard, and property tax rules that matter enormously when real estate is part of the plan.
We handle the compliance work, but the value shows up between filings. Entity structure, reasonable compensation, retirement plan design, timing of income and deductions, equity comp decisions, and the estate side once wealth reaches a level where it matters.
Services
How we serve San Luis Obispo 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 office is in Arroyo Grande, about 20 minutes south of downtown San Luis Obispo on the 101. 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
- Arroyo Grande
- Pismo Beach
- Avila Beach
- Los Osos
- Morro Bay
- Atascadero
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.