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Learn More About Our Services


Tax Preparation Services

Individual Tax Services

Experienced tax preparation with personalized attention.

For decades, John R. Warner CPA has helped individuals navigate federal and state tax filing requirements with confidence. From straightforward returns to more complex tax situations, our goal is to provide accurate, thoughtful tax preparation while helping clients understand the decisions that affect theif financial lives. 

Individual tax services may include:

  • Federal and state income tax return preparation
  • Multi-state tax returns
  • Investment and retirement income
  • Rental property activity
  • Self-employment and business income 
  • Other complex individual tax matters

Business Tax Services

Experienced tax preparation to help keep your business on track. 

From sole proprietors and LLCs to partnerships and corporations, John R. Warner CPA provides experienced business tax preparation tailored to the needs of each client. We work with businesses accress a variety of industries to provide accurate, timely tax filings while helping owners understand their obligations and plan ahead.

Business tax services may include:

  • Federal and state business tax returns
  • S corporation and C corporation returns
  • Partnership returns
  • LLC and sole proprietor tax reporting
  • Multi-state filing requirements

Tax Planning Services

Plan ahead with greater confidence.

Effective tax planning goes beyond preparing a return. John R. Warner CPA works with individuals and businesses throughout the year to evaluate their tax situation, anticipate potential liabilities, and make informed decisions before filing deadlines arrive. 

Through proactive planning and tax forecasting, we help clients understadn how changes in income, buisness activity, investments, and other financial decisions may affect their tax position. 

Tax planning services may include:

  • Annual and mid-year tax planning
  • Tax projections and forecasting
  • Estimated tax payment planning
  • Planning for changes in income
  • Business and self-employment considerations
  • Investment and capital gain considerations
  • Planning for significant financial transactions or life chnages

Accounting Services

Bookkeeping & Accounting Services

Reliable financial records. Clearer insight into your business. 

Accurate, up-to-date books are an essential part of running a business. John R. Warner CPA provides ongoing bookkeeping and accouting support designed to keep your financial records organized, accurate, and ready when you need them. 

From day-to-day transaction management to monthly reconcilations and financial reporting, we work with business to create a bookkeeping process that fits their needs while providng the information necessary to understand their financial position and make informed decisions. 

Bookkeeping and accounting services may include: 

  • Monthly bookkeeping aand account reconciliations 
  • Transaction review and categorization 
  • Financial statement preparation and reporting 
  • QuickBooks Online Setup and support 
  • Bookkeeping cleanup and catch-up services
  • Payroll support and coordination
  • Sales tax reporting support
  • Year-end bookkeeping and tax preparation coordination

Send Us a Message

We would love to hear from you!

805-773-6400 john@johnwarnercpa.net

4251 S. Higuera Street Suite 800, San Luis Obispo, CA 93401

Ready to Get Started?