Paul Gonzalez, Certified Public Accountant in Paso Robles, California works with small business owners, individual taxpayers, and trustees to succeed today and prosper for the future. By offering personalized service in income tax planning and compliance, business consulting, bookkeeping, and trust administration Paul is focused on assisting his clients with their tax, bookkeeping, and advisory needs.

Tax Planning and Compliance

Tax regulations are complex, create uncertainty for taxpayers, and most importantly, they change every year. Paul stays on top of changing tax rules to ensure his client’s tax situations are up to date and compliant. Whether those situations are simple or complex, he works with his clients through one-on-one consultations to address their tax needs.

Bookkeeping

Small business owners know their time is valuable. Paul knows they are often under pressure and can use extra time to focus on their business operations or take some time off. He can help with their bookkeeping needs so that they can use their time to their advantage, while knowing their bookkeeping is up to date and accurate.

Trust Administration

Trust administration can be confusing and overwhelming for trustees after the passing of a loved one. Many trustees are unaware of the legal and ethical requirements of trust administration and may not know how to begin the process of carrying out their required fiduciary duties. Paul assists his clients to carry out the wishes of the deceased and facilitate the transfer of trust assets to the trust beneficiaries. He also prepares required trust income tax returns and strategizes with the trustees to minimize income tax liabilities.

Please see the Services page for other areas Paul specializes in.

Please, feel free to browse this website to see the services offered as well as the many helpful resources provided. When you are ready to learn more about what I can do for you, I encourage you to contact me.