San Luis Obispo

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Our CBIZ San Luis Obispo office is comprised of accounting functions working together to help your company grow and succeed.

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CBIZ Ericson joined the company in 2019. Prior to the acquisition by CBIZ, we operated as Ericson CPAs. Our San Luis Obispo office has been serving clients for more than 25 years, providing tax planning and consulting to closely-held businesses, their owners, family offices, and high-net-worth individuals.

https://www.cbiz.com/Portals/0/Images/HCM_background_check_tech_hero.png?ver=WzV5sgrTA1oDlO4AHHghGw%3d%3d href="https://www.cbiz.com/insights/articles/article-details/enhance-hiring-with-tech-driven-background-check-services" target="_self" Enhance Hiring with Tech-Driven Background Check Services Article April 16, 2024

https://www.cbiz.com/Portals/0/Images/FSArticle_The IRS Releases its 2024 Dirty Dozen List of Warnings to the Taxpayer_Hero-1920x1000-1.jpg?ver=Zfj_g7gThuXQUkQ8NQuBbw%3d%3d href="https://www.cbiz.com/insights/articles/article-details/the-irs-releases-its-2024-dirty-dozen-list-of-warnings-to-the-taxpayer" target="_self" The IRS Releases its 2024 Dirty Dozen List of Warnings to the Taxpayer Article April 15, 2024

https://www.cbiz.com/Portals/0/Images/FSArticle_Preparing for the Annual Audit Proactive Strategies for Public Companies_Hero-1920x1000.jpg?ver=YrdksYcwNsLbunj6ful4Mw%3d%3d href="https://www.cbiz.com/insights/articles/article-details/preparing-for-the-annual-audit-proactive-strategies-for-public-companies" target="_self" Preparing for the Annual Audit: Proactive Strategies for Public Companies Article April 15, 2024

https://www.cbiz.com/Portals/0/Images/Mansion-1.png?ver=yd9Uhk7Ajse6Lo8YqGualg%3d%3d href="https://www.cbiz.com/insights/articles/article-details/high-value-insurance-protect-your-luxury-home-contents-property-casualty" target="_self" High-Value Insurance: Protect Your Luxury Home & Contents | Property & Casualty Article April 15, 2024

https://www.cbiz.com/Portals/0/Images/Temporarily Closed-1.png?ver=53811EkmOhD_HuynqwCqkw%3d%3d href="https://www.cbiz.com/insights/articles/article-details/safeguard-your-business-operations-with-interruption-insurance-property-casualty" target="_self" Safeguard Your Business Operations with Interruption Insurance | Property & Casualty Article April 15, 2024

Michael Finnegan, Arizona Republic

/Portals/0/defaultImages/contentImages/In The News.jpg href="https://www.azcentral.com/story/money/business/2024/04/10/the-deadline-to-file-taxes-is-monday-april-15-unsure-how-to-file-or-what-you-need-to-do-heres-what-y/73216806007/" target="_self" Taxes are due Monday. Here's what to know about filing and how to get an extension - Features Michael Finnegan In The News

Mark Baran, CNBC

/Portals/0/defaultImages/contentImages/In The News.jpg href="https://www.cnbc.com/2024/03/21/the-irs-has-so-far-issued-43-million-tax-refunds-worth-135-billion.html" target="_self" The IRS has so far issued 43 million tax refunds, worth $135 billion - Features Mark Baran In The News

Bill Smith, Wall Street Journal

/Portals/0/defaultImages/contentImages/In The News.jpg href="https://www.wsj.com/personal-finance/taxes/tax-strategies-surviving-spouses-535aa033?st=yi5mki6a1gs7t9e&reflink=desktopwebshare_permalink" target="_self" How to Avoid Paying Higher Taxes When Your Spouse Dies - Features Bill Smith In The News

Bill Smith, CNBC

/Portals/0/defaultImages/contentImages/In The News.jpg href="https://www.cnbc.com/2024/02/27/heres-a-checklist-of-the-tax-forms-needed-to-file-your-return.html" target="_self" This IRS issue is ‘the biggest, most consistent problem’ for taxpayers, expert says - Features Bill Smith In The News

Don Reiser, Accounting Today

/Portals/0/defaultImages/contentImages/In The News.jpg href="https://www.accountingtoday.com/opinion/navigating-new-terrain-with-pillar-two-multinational-tax-compliance" target="_self" Voices Navigating new terrain with multinat'l tax compliance - Features Don Reiser In The News

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805 Aerovista Place Suite 206,

San Luis Obispo, CA 93401

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San Luis Obispo, CA

Overview

Practices at this Location

Services

Industries

Fast Facts

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In The News

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