Business Details
Trusted Accounting & Tax Services in San Luis Obispo
At Longcrier & Associates CPAs, we believe in the value of relationships and view every client relationship as a partnership. Our success is rooted in your success, and we are committed to providing close, personal attention to each client. Our team combines years of advanced training, technical experience, and financial acumen to deliver tailored solutions. With a deep industry focus, we develop a comprehensive understanding of our clients' businesses and personal goals, equipping us to address industry-specific challenges and opportunities.Our tax professionals specialize in compliance, planning, and consulting, helping clients navigate complex tax positions. Our business advisory services assist in operational improvements, future projections, and strategic preparation. We offer customized accounting services for clients whose needs exceed in-house capabilities, ensuring accurate financial reporting through reviews and compilations. Our multidisciplinary approach ensures clients receive reliable, insightful, and actionable guidance aligned with their unique circumstances.
Services
Tax Compliance
Business Advisory
Accounting Services
Financial Reviews
Tax Planning
Compilation Services
CFO Duties
Multi-State Taxation
Nonprofit Accounting
Winery Consulting
Highlights and features
- We offer 40+ years of combined experience in accounting and tax services.
- Our team specializes in industry-specific solutions for wineries, agribusiness, and nonprofits.
- We provide secure, technology-driven file sharing for client convenience.
- Our partners hold advanced degrees and active CPA licenses in California.
- We prioritize personalized attention over generic, one-size-fits-all solutions.
Services
Tax Compliance
Our tax compliance services ensure accurate preparation and submission of business and individual tax returns. We specialize in multi-state taxation, trust and estate planning, and industry-specific tax challenges. Clients benefit from proactive strategies to minimize liabilities while maintaining full regulatory compliance.
Business Advisory
We provide strategic business advisory services including operational analysis, financial forecasting, and transition planning. Our team offers interim CFO support and controllership functions to help businesses navigate growth, restructuring, and complex financial decisions with expert guidance.
Financial Reviews
Our financial review services deliver assurance through analytical procedures and professional inquiry. Designed for third-party requirements, these reviews verify financial statement accuracy without material modifications, meeting lender and investor expectations while maintaining strict confidentiality and compliance standards.
Compilation Services
We prepare comprehensive financial statements without assurance for internal management use or third-party submissions. This service transforms raw financial data into clear, standardized reports that support informed decision-making while maintaining complete client confidentiality and data security.
Nonprofit Accounting
Specialized accounting solutions for nonprofit organizations include grant compliance, fund accounting, and tax-exempt reporting. Our team understands the unique regulatory requirements and financial stewardship expectations that apply to charitable entities and community-focused organizations.
People
C. Wayne Longcrier
Partner
With 40+ years of experience, Wayne graduated magna cum laude in Accounting from CSU Bakersfield. He provides strategic leadership and technical expertise across all client engagements at Longcrier & Associates CPAs.
Chris Raymer
Partner
A Cal Poly graduate with 15+ years at the firm, Chris leads our Winery Group and serves on the CalCPA Board of Directors, combining industry knowledge with specialized tax expertise.
Bryce Boggs
Partner
Since joining in 2013, Bryce has become a key partner, bringing 18 years of accounting experience. He focuses on business tax compliance and strategic financial planning for local enterprises.
JayMe Phillips
Tax Manager
With 30+ years of experience, JayMe specializes in complex tax planning for individuals, trusts, and businesses. She holds advanced taxation credentials and serves diverse industries including healthcare and technology.
Martin Leon-Rodriguez
Tax Supervisor
A former automotive technician turned CPA, Martin combines technical precision with practical business insights. He serves wineries, nonprofits, and family businesses while maintaining classic cars as a personal passion.
Questions
What accounting services do you offer?
We provide tax compliance, business advisory services, financial reviews, compilation services, and specialized accounting support for industries like wineries, nonprofits, and agribusiness.
Do you serve specific industries?
Yes, we specialize in wineries, agribusiness, construction, healthcare, professional services, and nonprofit organizations with tailored financial solutions.
How can I securely share documents with your firm?
We use encrypted file sharing through ShareFile. Clients can upload documents via our website or contact us for assistance with the secure transfer process.
What makes your firm different from other accounting practices?
Our combination of industry-specific expertise, personalized service, and local knowledge creates unique value for clients across the Central Coast region.
Do you offer tax planning services?
Yes, we provide comprehensive tax planning strategies to help individuals and businesses optimize their financial positions throughout the year.
Can you assist with nonprofit organization requirements?
Our team has extensive experience with nonprofit accounting, including grant compliance, fund accounting, and specialized tax reporting for charitable organizations.
