Business Details
Your Trusted Accounting Partner in San Luis Obispo
At Longcrier & Associates CPAs, we believe in the value of relationships and view every client interaction as a partnership. Our success is rooted in understanding and supporting our clients' unique goals, whether personal or business-related. With decades of combined experience, our team of certified professionals delivers tailored accounting, tax, and advisory services grounded in advanced training and technical expertise. We specialize in serving industries such as wine, agribusiness, healthcare, and real estate, offering insights that address sector-specific challenges.Our commitment to close, personalized attention ensures clients receive strategic guidance designed to foster long-term financial success. By leveraging the latest technologies, we maintain secure, efficient processes while prioritizing transparency and ethical standards. This approach has established us as a trusted advisor on California's Central Coast, where we remain dedicated to aligning our expertise with the evolving needs of our community.
Services
Tax Compliance
Business Advisory
Accounting Services
Financial Reviews
Highlights and features
- We offer 40+ years of combined experience in accounting and tax services for diverse industries.
- Our team holds Certified Public Accountant licenses with specialized expertise in winery and agribusiness sectors.
- We provide secure, technology-driven solutions for confidential client information management.
- Our multidisciplinary approach addresses industry-specific challenges with tailored financial strategies.
- We maintain deep local knowledge of Central Coast business environments and regulatory landscapes.
Services
Tax Compliance
Our tax professionals provide comprehensive compliance, planning, and consulting services for individuals and businesses. We help clients navigate complex tax regulations while identifying opportunities for savings and strategic growth. With expertise in multi-state taxation and industry-specific challenges, we ensure accurate filings and proactive tax position management tailored to each client's unique circumstances.
Business Advisory
We offer strategic advisory services focused on operational improvement, financial forecasting, and business transformation. Our team assists with CFO-level guidance, controllership functions, and transition planning to help organizations adapt to changing market conditions. These services are designed to enhance decision-making and support sustainable growth for businesses across various sectors.
Accounting Services
We provide customized accounting solutions for clients requiring external support with transaction processing and financial reporting. Our services include compilation of financial statements and review procedures that meet third-party requirements while maintaining accuracy and regulatory compliance. These offerings help businesses maintain reliable financial records without dedicated in-house resources.
Financial Reviews
Our financial statement review services deliver assurance through analytical procedures and inquiries to verify the accuracy of financial reports. Designed for lenders and ownership groups, these reviews ensure compliance with reporting standards while identifying potential adjustments. We help businesses prepare for third-party evaluations and maintain transparent financial documentation.
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 brings deep expertise in accounting and tax strategy to the firm.
Chris Raymer
Partner
Leading the Winery Group team since 2007, Chris Raymer graduated from Cal Poly and serves on the CalCPA Board of Directors. He specializes in wine industry accounting solutions.
Bryce Boggs
Partner
A Cal Poly graduate since 2005, Bryce Boggs became a partner in 2016. He focuses on tax compliance and strategic planning for businesses and individuals across multiple industries.
JayMe Phillips
Tax Manager
With 30+ years in public accounting, JayMe Phillips specializes in interrelated entity tax planning and not-for-profit entities. She holds a graduate certificate in taxation from Golden Gate University.
Martin Leon-Rodriguez
Senior Accountant
Martin Leon-Rodriguez transitioned from automotive technology to accounting after obtaining his CPA license. He serves diverse clients including wineries and not-for-profits with a focus on work-life balance.
Questions
What industries does Longcrier & Associates specialize in?
We specialize in wine, agribusiness, healthcare, real estate, construction, manufacturing, and not-for-profit sectors across California's Central Coast region.
How do you ensure client data security?
We use encrypted file-sharing services and advanced cybersecurity measures to protect confidential financial information during transfers and storage.
What accounting services do you offer?
Our services include tax compliance, financial reporting, business advisory consulting, financial statement reviews, and compilation services tailored to client needs.
Can I access my documents online?
Yes, we provide secure online file sharing through ShareFile for uploading, downloading, and managing your financial documents with proper client authentication.
How do you approach tax planning?
We combine compliance expertise with strategic planning to optimize tax positions while addressing industry-specific challenges for individuals and businesses.
What makes your firm different?
Our combination of industry expertise, personalized service, and local knowledge creates tailored solutions that align with Central Coast business environments.
