H&R Block
★★★★½ (119 reviews)3940 Broad St #7260, San Luis Obispo, CA 93401
(805) 543-3245
Website: www.hrblock.com/tax-office-near-me/california/san-luis-obispo/5642/?otppartnerid=9308&campaignid=pw_mcm_9308_9762&utm_medium=local
Hours: {"Friday":["Closed"],"Monday":["Closed"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–2 PM"],"Tuesday":["Closed"],"Wednesday":["12–5 PM"]}
In Trust Legal, Inc.
★★★★★ (94 reviews)864 Osos St # B, San Luis Obispo, CA 93401
(805) 439-0715
Website: intrustlegal.com
Hours: {"Friday":["9 AM–4 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Sound Financial & Insurance Solutions, Inc.
★★★★★ (22 reviews)1177 Marsh St Suite #200, San Luis Obispo, CA 93401
(805) 452-5327
Website: sound-fis.com
Hours: {"Friday":["9 AM–6 PM"],"Monday":["9 AM–6 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–6 PM"],"Tuesday":["9 AM–6 PM"],"Wednesday":["9 AM–6 PM"]}
Sousa and Company, LLP CPA's
★★★★★ (18 reviews)11573 Los Osos Valley Rd # A, San Luis Obispo, CA 93405
(805) 475-8233
Website: sousa-and-company.com
Hours: {"Friday":["8:30 AM–5 PM"],"Monday":["8:30 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8:30 AM–5 PM"],"Tuesday":["8:30 AM–5 PM"],"Wednesday":["8:30 AM–5 PM"]}
Keeping The Books Inc.
★★★★★ (18 reviews)1108 Garden St Suite 212, San Luis Obispo, CA 93401
(805) 549-0002 ext. 5
Website: www.keepingthebooks.net
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["8 AM–12 PM"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
Foronjy Financial
★★★★★ (12 reviews)1085 Higuera St #120, San Luis Obispo, CA 93401
(805) 543-1033
Website: www.foronjyfinancial.com
Hours: {"Friday":["8:30 AM–4:30 PM"],"Monday":["8:30 AM–4:30 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8:30 AM–4:30 PM"],"Tuesday":["8:30 AM–4:30 PM"],"Wednesday":["8:30 AM–4:30 PM"]}
Better Business Financial Services
★★★★★ (10 reviews)3591 Sacramento Dr STE 106, San Luis Obispo, CA 93401
(805) 544-1656
Website: www.bbfsslo.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Heter Accountancy
★★★★½ (10 reviews)2251 Broad St Suite B, San Luis Obispo, CA 93401
(805) 250-3434
Website: www.heteraccountancy.com
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
Hocking Denton & Palmquist
★★★★★ (9 reviews)1181 3rd St C, San Luis Obispo, CA 93402
(805) 528-3600
Website: hdpcpa.com
Hours: {"Friday":["8 AM–12 PM"],"Monday":["8 AM–4 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–4 PM"],"Tuesday":["8 AM–4 PM"],"Wednesday":["8 AM–4 PM"]}
San Luis Obispo County Assessor
★★★★½ (8 reviews)1055 Monterey St, San Luis Obispo, CA 93408
(805) 781-5643
Website: www.slocounty.ca.gov/departments/assessor/services/assessment-and-real-property-valuation/property-information-search
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
Burkart & Stevens CPAs and Advisors
★★★★★ (7 reviews)11573 Los Osos Valley Rd B, San Luis Obispo, CA 93405
(805) 543-6876
Website: www.burkartcpa.com
Hours: {"Friday":["9:15 AM–4:30 PM"],"Monday":["9:15 AM–4:30 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9:15 AM–4:30 PM"],"Tuesday":["9:15 AM–4:30 PM"],"Wednesday":["9:15 AM–4:30 PM"]}
Gray & Harasym, LLP
★★★★★ (6 reviews)952 Mill St, San Luis Obispo, CA 93401
(805) 540-5215
Website: www.gandhcpa.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Melissa Kasarjian CPA
★★★★☆ (4 reviews)1540 Marsh St Ste 220, San Luis Obispo, CA 93401
(805) 545-8121
Website: www.mkslocpa.com
Hours: {"Friday":["8 AM–4 PM"],"Monday":["8 AM–4 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–4 PM"],"Tuesday":["8 AM–4 PM"],"Wednesday":["8 AM–4 PM"]}
Mosaic
★★★★★ (3 reviews)71 Zaca Ln # 120, San Luis Obispo, CA 93401
(805) 545-7798
Website: www.mbsslo.com
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
Russell Mainini & Franklin Llp
★★★★★ (3 reviews)615 Clarion Ct # 1, San Luis Obispo, CA 93401
(805) 544-7094
Website: www.slotax.com/home.html
Hours: {}
Crosby Company
★★★★★ (3 reviews)1457 Marsh St # 100, San Luis Obispo, CA 93401
(805) 543-6100
Website: www.crosbycoslo.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Glenn Norris CPA
★★★★★ (2 reviews)11549 Los Osos Valley Rd #109, San Luis Obispo, CA 93405
(805) 546-8900
Website: gnorriscpa.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Peterson Marlin C CPA
★★★½☆ (2 reviews)710 Fiero Ln STE 25, San Luis Obispo, CA 93401
(805) 781-3200
Website: www.marlinpetersoncpa.com
Hours: {"Friday":["10 AM–2 PM"],"Monday":["10 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["10 AM–5 PM"],"Tuesday":["10 AM–5 PM"],"Wednesday":["10 AM–5 PM"]}
Kasarjian & Company
★★★☆☆ (2 reviews)1250 Peach St STE J, San Luis Obispo, CA 93401
(805) 545-8121
Website: www.mkslocpa.com
Hours: {"Friday":["9 AM–2 PM"],"Monday":["9 AM–2 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–2 PM"],"Tuesday":["9 AM–2 PM"],"Wednesday":["9 AM–2 PM"]}
Longcrier & Associates CPAs
★★★★★ (1 reviews)100 Cross St Suite 103, San Luis Obispo, CA 93401
(805) 541-2500
Website: www.longcriercpas.com
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
P&L Accounting
★★★★★ (1 reviews)11549 Los Osos Valley Rd STE 100, San Luis Obispo, CA 93405
(805) 980-2888
Website: www.placcountingslo.com
Hours: {}
Safe Harbor Tax
★★★★★ (1 reviews)1250 Peach St STE C, San Luis Obispo, CA 93401
(805) 439-1888
Website: www.safeharbortaxservice.com
Hours: {}
Controller On Call
★★★★★ (1 reviews)4211 Broad St STE C, San Luis Obispo, CA 93401
(805) 544-2895
Website: www.controlleroncallslo.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Russo Faye E.A.
★★★★★ (1 reviews)825 El Capitan Way Suite #1, San Luis Obispo, CA 93401
(805) 594-1040
Hours: {}
Finance Department
★★★★★ (1 reviews)990 Palm St UNIT 2, San Luis Obispo, CA 93401
(805) 781-7130
Website: www.slocity.org
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
Porter Paul D CPA
★★★★☆ (1 reviews)555 Chorro St # D1, San Luis Obispo, CA 93405
(805) 544-8667
Hours: {}
Economy Tax Services
1272 3rd St, San Luis Obispo, CA 93402
(805) 549-6471
Hours: {}
Warner John CPA
4251 S Higuera St # 800, San Luis Obispo, CA 93401
(805) 773-6400
Website: johnwarnercpa.net
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–4 PM"],"Saturday":["Closed"],"Sunday":["9 AM–5 PM"],"Thursday":["9 AM–4 PM"],"Tuesday":["9 AM–4 PM"],"Wednesday":["9 AM–4 PM"]}
Saving Business Services
SN LUIS OBISP, 11549 Los Osos Valley Rd Suite 202, San Luis Obispo, CA 93405
(805) 543-5571
Hours: {"Friday":["9 AM–3 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Pagel Mary K CPA
3220 S Higuera St # 325, San Luis Obispo, CA 93401
(805) 543-5034
Hours: {}
Glenn Burdette Phillips Bryson: Potter Jeanne A CPA
1150 Palm St, San Luis Obispo, CA 93401
(805) 544-1441
Website: glennburdette.com/who_we_are/principals
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Seth Gibeaut
669 Pacific St Ste B, San Luis Obispo, CA 93401
(805) 996-0448
Website: www.slocpa.com/contact
Hours: {"Friday":["Closed"],"Monday":["10 AM–3 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["Closed"],"Tuesday":["10 AM–3 PM"],"Wednesday":["10 AM–3 PM"]}
Halek Bookkeeping Services
1378 Rubio Ln, San Luis Obispo, CA 93405
(805) 541-0519
Hours: {"Friday":["9 AM–12 PM"],"Monday":["10 AM–4 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["10 AM–4 PM"],"Tuesday":["10 AM–4 PM"],"Wednesday":["10 AM–4 PM"]}
Central Coast Business Services
698 Marsh St, San Luis Obispo, CA 93401
(805) 783-7014
Hours: {}
Glenn Burdette
1150 Palm St, San Luis Obispo, CA 93401
(805) 544-1441
Website: glennburdette.com
Hours: {}
Caliber Audit & Attest, LLP
805 Aerovista Pl STE 103, San Luis Obispo, CA 93401
(805) 888-0242
Website: www.calibercpas.com
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
Poprowski Rolf
1115 Toro St # D, San Luis Obispo, CA 93401
(805) 549-9610
Hours: {}
Antonette Negranti-Hggns & Co
792 South Main Street, San Luis Obispo, CA 93405
(805) 543-1987
Website: www.negranti-higgins.com
Hours: {"Friday":["Closed"],"Monday":["9 AM–4 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–4 PM"],"Tuesday":["9 AM–4 PM"],"Wednesday":["9 AM–4 PM"]}
Foster Beckie CPA
252 Albert Dr, San Luis Obispo, CA 93405
(805) 544-3306
Hours: {"Friday":["Closed"],"Monday":["10 AM–4 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["10 AM–4 PM"],"Tuesday":["10 AM–4 PM"],"Wednesday":["10 AM–4 PM"]}
About Tax Preparers in San Luis Obispo, CA
Finding the right tax preparer in San Luis Obispo starts with understanding the local economy. As a hub for agriculture, Cal Poly students, and growing tech and wine industries, SLO residents often juggle diverse income streams—from farm labor and small businesses to rental properties and freelance work. This mix can make tax filing complex, especially when deductions for home offices, equipment, or education credits come into play.
A qualified tax preparer helps ensure you don’t miss credits or make errors that trigger audits. Whether you’re a winery owner, a remote worker, or a retired couple managing investments, professional guidance saves time and stress. BeforeTaxUSA.com connects you with local preparers who know California’s state tax nuances and SLO’s unique financial landscape—no matter your situation.
Frequently Asked Questions
What qualifications should a tax preparer have?
At minimum, a paid tax preparer must have an IRS-issued PTIN. Look for additional credentials like Enrolled Agent (EA) status, CPA license, or completion of the IRS Annual Filing Season Program. These indicate higher levels of training and accountability.
How much does tax preparation cost?
Simple individual returns (W-2 income only) typically cost $100-$300. Returns with itemized deductions, self-employment income, or rental properties can cost $300-$800 or more. Always ask for a fee estimate upfront before committing.
What documents do I need to bring to my tax preparer?
Bring all W-2s, 1099 forms, records of deductible expenses, last year's tax return, Social Security numbers for all family members, bank account information for direct deposit, and any IRS correspondence you have received.
BeforeTaxUSA.com is a free informational directory. Listings are compiled from publicly available data and do not constitute an endorsement or recommendation. Verify credentials, licensing, and reviews independently before engaging any professional. Listings appear in no particular order unless otherwise noted.
Business owners: to update or remove a listing, email [email protected].