Longcrier & Associates - CPA's & LLP

Your Local Source for Accounting & Taxation Services

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What We Do

At Longcrier & Associates, CPAs, we believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.  

Our industry focus helps Longcrier & Associates professionals develop a rich understanding of clients’ businesses and personal goals and provides us with the insight, skills and resources required to address industry-specific issues and opportunities.

Tax Compliance, Planning & Consulting

The tax professionals at Longcrier & Associates are dedicated helping you navigate and understand your personal and business tax positions and how your situation is affected by taxation. In addition to our tax preparation services, we offer quality tax planning and advice that will help you plan and prepare.

 

Business Advisory Services

Our consulting services aim to help clients improve their operations, understand and project future transactions and positions, and prepare for changes in the business. In addition to planning and analysis, we have experienced and qualified professionals who can perform CFO and controllership duties.

 

Bookkeeping & Accounting

We offer bookkeeping and accounting services to assist those clients who have needs that cannot be met using their in-house resources. These services are tailored to each client’s individual needs and transaction processing.

 

Reviews & Compilations

Accurate financial reporting is essential to the success of your business. We view our role in that process as a key element to help clients meet their financial reporting needs. Whether the financial reporting is needed by your lender or ownership group, we can provide the right service for your business.

Financial statement review services – A financial statement review is designed to provide assurance that there are no material modifications that need to be made to your financial statements in order for them to be in conformity with the applicable financial reporting requirements. A financial statement review consists primarily of inquiry and analytical procedures. A review is generally required by a third party, such as a lender or potential purchaser.

Compilation services – A compilation is designed to present your information in the form of financial statements without providing any assurance on the statements. Compilation services may be appropriate for a third party, but it is an effective tool for internal reporting to management and your owner group.

 
San Luis Obispo

100 Cross Street, Suite 103, San Luis Obispo, CA 93401
(805) 541 - 2500

Paso Robles

1244 Pine Street, Suite 213, Paso Robles, CA 93446
(805) 238 - 3600

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