Our Services
1
Tax Preparation for Individuals and Businesses
We offer full-service tax preparation and use modern technology for communication and delivery of your tax returns.
We specialize in individual and
S-corporation tax preparation and advisory, with a practice built around direct access to an experienced CPA rather than a large-firm hand-off model.
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 & Fractional Controller 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.
Located on the Central Coast of California, Macfarlane CPA serves clients in Templeton, Paso Robles, Atascadero, Cambria, Morro Bay, San Luis Obispo, and across the state. We offer tax preparation, advisory, and business accounting services. We act with integrity and honesty and serve clients by being responsive, transparent, and consistent.
Meet the Team
Daniel Macfarlane, CPA
Daniel began his career in corporate accounting leading teams responsible for financial reporting, tax, and compliance. You can count on him to be helpful, consistent, and responsive and to leverage technology and processes to ensure your work is done in a professional and timely manner. Daniel is a CPA and holds an MBA and Professional Certificate in Business Analytics from Cal Poly San Luis Obispo. If he is not knocking out your tax return then he is out exploring the Central Coast with his wife and four kids.
Larry Jordan, CPA
With over 40 years of tax experience serving thousands of individuals and businesses, Larry brings deep technical expertise to Macfarlane CPA. He enjoys the technical work but equally values catching up with clients about the past year. If you know Larry, you know that he is a man of integrity and wants to do the best for his clients. If you don't see Larry in the office when you drop by, then you can be confident that he is barbequing, golfing, or spending time with his wife Lorraine.
Contact
65 S. Main Street, Suite 104
Templeton, CA 93465
(805) 434-5095
Monday-Thursday: 9am-4pm