The Tax Office provides professional, accurate, and reliable tax, payroll, and bookkeeping services for individuals and small businesses throughout San Luis Obispo County.

Whether you’re filing annual returns, running payroll for a growing team, or organizing your books — we make sure everything is done right, on time, and stress-free.

Full-Service Tax, Payroll & Bookkeeping

  • Our specialty is helping individuals and small businesses with accurate, strategic tax preparation.

    • Individual & Business Federal and State returns
    • Amendments and prior-year corrections
    • Multi-state filings and relocation tax coordination
    • Self-employment and Schedule C specialists
    • Rental property, capital gains, and investment income reporting
    • Tax planning to reduce next year’s liability
    • IRS and Franchise Tax Board correspondence support

    Whether it’s a simple return or a complex multi-year situation, we handle it all — with local expertise and personal attention.

  • We manage your payroll so you can focus on your business.

    • Weekly, bi-weekly, or monthly payroll processing
    • Direct deposit for employees
    • Electronic tax payment and quarterly filings
    • W-2 and 1099 preparation
    • Contractor management and record-keeping
    • New-hire reporting and compliance

    Payroll is done securely, accurately, and always on time.

  • Clean books mean better business decisions. We make sure your records stay organized and accurate year-round.

    • Monthly reconciliation and financial reports
    • QuickBooks setup, cleanup, and support
    • Expense categorization and data entry
    • Year-end close-out and tax prep coordination

    Our goal: You always know where your money’s going — and how to make it work for you.

  • We handle the returns other offices turn away. If your tax situation is complicated, we’ve got the expertise to fix it.

    • Back taxes and unfiled years
    • Multi-state or part-year residency filings
    • IRS letters, audits, and payment plans
    • Amended returns for previous preparer errors
    • Small business restructuring and entity changes
    • Trust, estate, and inheritance filings

    We specialize in resolving difficult cases and helping clients get back on track with the IRS and the State of California.