At The Tax Office, we provide complete financial support for individuals and businesses throughout San Luis Obispo County — with a focus on accuracy, professionalism, and personal service.
We offer two core services designed to cover all your needs:
🧾 1. Tax Preparation & Planning
Whether you’re filing as an individual or managing a business, we handle every level of tax preparation — from simple returns to complex corporate filings.
We prepare and file for:
Individuals (Form 1040)
Self-employed and Schedule C filers
LLCs, Partnerships, and S-Corporations
C-Corporations and Nonprofits
Multi-state and part-year returns
Rental property, capital gains, and investment income
Prior-year corrections and amended returns
Tax planning and strategy to minimize future liabilities
No matter how complex your situation is, we’ll ensure it’s done accurately, efficiently, and in compliance with all IRS and state requirements.
📊 2. Payroll & Bookkeeping Services
We keep your business running smoothly behind the scenes with reliable payroll and bookkeeping solutions.
Our services include:
Complete payroll processing (weekly, bi-weekly, or monthly)
Direct deposit and tax payment management
W-2, 1099, and quarterly filings
QuickBooks setup, cleanup, and support
Monthly reconciliations and expense tracking
Year-end financial summaries and reports
We handle the details — so you can focus on running your business.
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!