Business Details
50+ Years
experience
Trusted Accounting & Tax Services in San Luis Obispo, CA
At Longcrier & Associates CPAs, we approach accounting and taxation with the same entrepreneurial spirit our clients apply to their businesses. Founded by professionals with decades of combined experience, our firm delivers personalized service rooted in deep industry knowledge across sectors like wine production, agribusiness, healthcare, and real estate. Our multidisciplinary team prioritizes close client partnerships, leveraging advanced technical expertise to address complex financial challenges while maintaining a commitment to transparency and ethical standards. We specialize in tax compliance, business advisory services, and tailored accounting solutions designed to align with both personal and organizational goals.
Services
Tax Compliance & Planning
Business Advisory Services
Accounting
Reviews & Compilations
Trusts & Estates Taxation
Not-for-Profit Services
Wine & Agribusiness Accounting
Construction & Real Estate Services
Healthcare Provider Accounting
Manufacturing Sector Consulting
Details
- Year established: 1974
Highlights and features
- We offer over 40 years of CPA experience in tax and accounting services.
- Our team provides industry-specific insights for wineries, agribusiness, and healthcare providers.
- We deliver personalized financial solutions tailored to individual client needs.
- Our multidisciplinary approach combines technical expertise with strategic advisory capabilities.
- We maintain a proven track record of long-term client partnerships since 1974.
Associations and certifications
- California State Board of Accountancy
Services
Tax Compliance & Planning
Our tax professionals deliver compliance and strategic planning solutions for individuals, trusts, partnerships, and corporate entities. We focus on minimizing liabilities while ensuring regulatory adherence. Clients benefit from personalized strategies tailored to evolving tax laws and industry-specific requirements.
Business Advisory Services
We provide operational analysis, financial forecasting, and strategic guidance to help businesses navigate growth and transitions. Our advisory team offers CFO-level support and industry-specific insights for sectors like healthcare and manufacturing.
Accounting
Tailored accounting solutions address clients' unique transaction processing needs. Our services include financial reporting, payroll management, and customized accounting system implementation for businesses of all sizes.
Reviews & Compilations
We offer financial statement reviews for lender requirements and compilation services for internal management reporting. Both services ensure accurate presentation of financial data without assurance for compilations.
Not-for-Profit Services
Specialized accounting and tax compliance services for not-for-profit organizations, including grant reporting, donor compliance, and board advisory support to maintain regulatory and funding requirements.
People
C. Wayne Longcrier
Partner
With over 40 years of experience, Wayne Longcrier graduated magna cum laude in Accounting from California State University, Bakersfield. He leads our firm with expertise in tax and accounting services.
Chris Raymer
Partner
Chris Raymer, a Cal Poly graduate, leads our Winery Group team. He brings extensive experience in wine industry accounting and serves on the CalCPA Board of Directors.
Bryce Boggs
Partner
Bryce Boggs, a Cal Poly graduate, joined Longcrier in 2013 and became partner in 2016. He specializes in corporate tax compliance and strategic financial planning.
Matt Martin
Partner
Matt Martin provides corporate tax compliance services and strategic planning. He focuses on partnership structures and individual tax law optimization for high-net-worth clients.
JayMe Phillips
Tax Manager
With 30+ years of experience, JayMe Phillips specializes in interrelated entity tax planning and not-for-profit entities. She holds a graduate tax certificate from Golden Gate University.
Questions
What accounting services do you offer?
We provide tax compliance, business advisory services, financial statement reviews, compilations, and specialized accounting solutions for diverse industries.
Which industries do you specialize in?
Our expertise includes wine production, agribusiness, healthcare, construction, real estate, manufacturing, and not-for-profit organizations.
Do you offer tax planning services?
Yes, we provide comprehensive tax planning strategies for individuals, trusts, partnerships, and corporate entities.
How can I schedule an appointment?
Contact our San Luis Obispo office at (805) 541-2500 or use our online contact form to connect with a tax professional.
Do you serve businesses outside California?
While our offices are in California, we serve clients across the Central Coast region with flexible appointment options.
What credentials do your accountants hold?
Our team includes licensed Certified Public Accountants with advanced degrees and specialized certifications in taxation.