Burkart & Stevens CPAs and Advisors

06/30/2020

Burkart & Stevens CPA's and Advisors are excited to announce that we are moving locations on July 1, 2020. Our business, including website, email, and telephones will be fully operational starting tomorrow.

We value your business and look forward to continuing to serve you from our new location!

New Location Address:

11573 Los Osos Valley Rd. Ste. B
San Luis Obispo, CA 93405

09/11/2019

The great problems many businesses and families face when money's "tight" is SIGNIFICANTLY compounded by not knowing the numbers. Any number of pessimistic scenarios play out in your head.

So here's how to fix that. Sit down with an advisor, get the real facts -- and if they're bad, you can still come up with a plan. You'll find that laying out action steps with somebody competent changes everything. Call our office to schedule an appointment to lay out these steps with us.

09/10/2019

Quick question:
What are you most interested in reading about here on our page?

a) How to save money on taxes
b) Financial news and advice
c) Business and entrepreneurship
d) All of the above
e) Other (we love new ideas!)

09/06/2019

With Hurricane Dorian still making its march up the east coast, more damage is sure to come. Here's how you can start helping the hurricane victims now...

As the extent of the damage caused by Hurricane Dorian in the Bahamas is assessed, aid agencies are rushing in to help the tens of thousands of displaced people. If you want to help, here's what to know.

09/04/2019

This quote about sums up our taxation system (and the reason our office is in business):

"Anyone looking at this map will understand that we have an incredibly complex tax system that is almost impossible for the average taxpayer to navigate."

The Taxpayer Advocate Service (TAS) has mapped out the modern United States tax system - and it makes New York's subway system look simple.

09/03/2019

Did you miss deductions and savings on your 2018 taxes that should be yours, fair and square? It’s not too late to get them back.

The top money-saving IRS secrets for San Luis Obispo families and businesses.

09/02/2019

Happy Labor Day, everyone! What are you doing with your day off? (if you get one)

09/02/2019

Don't forget!

2018 tax returns are due for corporations, trusts and partnerships who requested extensions next Monday, Sept. 16. That's about ten days away. Third installment of estimated taxes are also due.

08/30/2019

There are people who HAVE plans, and there are people who MAKE plans. Which are you?