Our Services
1
Tax Preparation for Individuals, Businesses, Trusts & Estates
We offer full service tax preparation and use cutting-edge technology for communication and delivery of your tax returns. We service:
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Individuals
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Partnerships
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S-corporations
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C-corporations
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Trusts and Estates
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Nonprofit Organizations
2
Tax Planning & Advisory
Many people view tax work as only reactive. We partner with our clients to understand their operations, create strategic tax plans and projections, and provide guidance on financial decisions and topics like business entity type selection and compliance.
3
Business Accounting Services
Available to a select group of our tax clients, we deliver premium business accounting services tailored to your unique needs, including bookkeeping, financial reporting and analysis, and payroll. We handle the accounting, providing you with clear, straightforward financial insights.
CFO Advisory Services
Our team of CPAs bring years of private industry experience as financial controllers for mid-market established companies. We specialize in advising businesses with annual revenues ranging from $500K to $5M, offering CFO advisory and controller services with the ultimate goal of helping you see beyond the financial statements. We partner with clients to establish financial metrics, track them consistently and accurately, and use them to make better decisions that improve the bottom line.
ABOUT
Macfarlane CPA
​At Macfarlane CPA, we offer the best of both worlds: the personalized attention of a small firm where you're more than just a file number, combined with cutting-edge technology that streamlines your financial management. We've taken a modern, efficient approach that speeds up communication and delivery of your work and keeps your financial information secure and easily accessible.
With over 50 years of combined tax and accounting experience, our CPAs are your trusted partners to break down intricate tax regulations and accounting complexities to get you the best outcome and provide you guidance to make informed decisions.
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Located on the Central Coast of California, Macfarlane CPA serves clients across the state and offers tax preparation, advisory, and business accounting services. We act with integrity and honesty and want to serve clients by being responsive, transparent, and consistent.
Meet the Team
Contact
65 S. Main Street, Suite 104
Templeton, CA 93465
(805) 434-5095
Monday-Friday: 9am-4pm