CBIZ MHM, LLC - San Luis Obispo

Overview

From accounting and tax to business consulting, we are committed to maximizing all aspects of your business' financial interests. CBIZ can offer you financial services and solutions including accounting, tax and advisory, tax services, audit and attest*, accounting software solutions, corporate recovery and turnaround consulting, not for profit solutions, enterprise risk management, internal audit, international services, litigation support, mergers and acquisitions, valuation, and focused industry services.

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People

Michelle Remillard Senior Manager

Pat Ericson Hood Managing Director

Pieter Combrink Director
Services
Industries
Fast Facts
About CBIZ Ericson
- Joined CBIZ in 2019
About CBIZ MHM, LLC
- Part of the 10th largest accounting provider nationally
- 125 countries served
- 2,910 professionals nationwide
- 6:1 staff to managing director ratio

Nate Smith, Financial Advisor

/Portals/0/defaultImages/contentImages/In The News.jpg href="https://www.fa-mag.com/news/s-corp-shareholders-have-a-new-federal-form-to-file-68293.html?section=3&page=1" target="_self" S Corp Shareholders Have A New Federal Form To File In The News

Rachel Martens, Barron's

/Portals/0/defaultImages/contentImages/In The News.jpg href="https://www.barrons.com/articles/retire-abroad-51654309914" target="_self" It’s Complicated to Retire Abroad. Here Are 4 Considerations Before Diving In. In The News

Mercy Pascual and John D’Amico, The CPA Journal

/Portals/0/defaultImages/contentImages/In The News.jpg href="https://www.cpajournal.com/2022/05/25/new-reporting-and-disclosure-requirements-for-contributed-nonfinancial-assets-or-services/" target="_self" New Reporting and Disclosure Requirements for Contributed Nonfinancial Assets or Services In The News

David Levi, Financial Advisor

/Portals/0/defaultImages/contentImages/In The News.jpg href="https://www.fa-mag.com/news/taxes-will-make-the-great-wealth-transfer-tricky-68037.html?section=3" target="_self" Taxes Will Make The Great Wealth Transfer Tricky In The News

Bill Smith, CNBC Grow

/Portals/0/defaultImages/contentImages/In The News.jpg href="https://grow.acorns.com/crypto-downturn-is-a-wake-up-call-for-investors-says-ceo/" target="_self" Crypto downturn is ‘a wake up call’ for investors, says CEO: How to reassess your portfolio In The News

Bill Smith, CBSNews.com

/Portals/0/defaultImages/contentImages/In The News.jpg href="https://www.cbsnews.com/news/tax-refund-irs-interest-payments/" target="_self" IRS sitting on your tax refund? There's a bright spot. In The News

Eric Kreuter, Scott M. Brenner, and Andre Castillo, Quick Read /Portals/0/defaultImages/contentImages/In The News.jpg href="https://quickreadbuzz.com/2022/05/11/financial-forensics-kreuter-castillo-brenner-rationalization-and-concealment/" target="_self" Rationalization and Concealment In The News

Michael Siino, NYREJ

/Portals/0/defaultImages/contentImages/In The News.jpg href="https://nyrej.com/the-revival-of-nyc-s-real-estate-industry-by-michael-siino" target="_self" The Revival Of NYC’s Real Estate Industry In The News

David Levi, Financial Advisor /Portals/0/defaultImages/contentImages/In The News.jpg href="https://www.fa-mag.com/news/how-to-plan-for-wealthy-clients-who-are-waiting-for-inheritances-67765.html?section=3" target="_self" How To Plan For Wealthy Clients Who Are Waiting For Inheritances In The News

Bill Smith, Barron's /Portals/0/defaultImages/contentImages/In The News.jpg href="https://www.barrons.com/advisor/articles/tax-loss-harvesting-tips-advisors-51651860133" target="_self" Now’s a Good Time to Focus on Tax-Loss Harvesting. Here Are 7 Tips. In The News

Insurance & HR

Our Address

805 Aerovista Place Suite 206,

San Luis Obispo, CA 93401

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Upcoming Webinars

July07WebinarsSecond Quarter 2022 Accounting and Financial Issues Update

July12WebinarsA Recession is Brewing — Voluntary Benefits Can Help You Weather the Storm

July20WebinarsEye on Washington Quarterly Update Q2 2022

October10WebinarsThird Quarter 2022 Accounting and Financial Issues Update

*CBIZ, a business consulting, tax and financial services provider, works closely with MHM (Mayer Hoffman McCann P.C.), an independent CPA firm that provides audit, review and attest services. CBIZ and MHM are members of Kreston International Limited, a global network of independent accounting firms.

CBIZ MHM - San Luis Obispo, CA

Overview

People

Services

Industries

Fast Facts

About CBIZ Ericson

About CBIZ MHM, LLC

Articles & Insights

In The News

Our Address

Upcoming Webinars