Momentum Tax & Advisory, P.C.

Momentum Tax & Advisory, P.C. We are a full-service Accounting firm licensed in CA. We offer a broad range of services for personal or business needs. Responsiveness

Our firm is responsive.

Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. Professionalism

By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. Our high standards, service and specialized staff spell the difference between our outsta

nding performance, and other firms. We make sure that every client is served by the expertise of our whole firm. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies. To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years. Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly. Quality

An accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves. Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you. We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients. Our high service quality and "raving fan" clients are the result of our commitment to excellence. We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.

08/13/2025

As your business grows, your entity type might need to change. Consider switching to an LLC, S-Corp, or C-Corp for tax benefits, liability protection, and scalability. Give us a call to ensure your structure supports long-term success!

📞(559) 784-2470

Are you a business owner? Don't handle your accounting needs all alone. We are here for you! As professionals, we help y...
08/13/2025

Are you a business owner? Don't handle your accounting needs all alone. We are here for you! As professionals, we help you save money and time so you can focus on what you do best! Call us today at (559) 784-2470 to schedule a consultation.

01/09/2021

Job Opening in our San Luis Obispo office!

Tax Preparer / Bookkeeper (experience required)

The Applicant must have the ability to work in a fast-paced environment, show strong teamwork, and have the ability to multi-task.

Specific duties may include, but are not limited to:
• General office duties
• Bookkeeping for client accounts
• Payroll processing for client accounts
• Worker compensation audits
• Process 1099’s
• Process business property statements
• Client appointments in person or via phone
• Process income tax returns
• Tax return review with clients

Please note this job description in not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with to without notice.

Qualifications and requirements:
• Bachelor’s Degree in Accountancy or Business Administration
• Must have Individual and Corporate tax return preparation experience
• Minimum of 2 years of Bookkeeping/Accounting experience
• Proficient knowledge of Microsoft Office, QuickBooks accounting software, and/or other tax prep software
• Demonstrate strong organizational, planning and deadline management skills
• Excellent customer service skills
• Able to work independently as well as a team player
• Attention to detail, patience, and the ability to prioritize
• Pleasant, professional attitude
• Experience in tax resolution (preferred but not required)

We offer exceptional career opportunities to qualified professionals. Our firm provides competitive pay and excellent benefits coupled with a positive and friendly work atmosphere.

If you are friendly, reliable, and highly motivated, we would love to hear from you! Please submit your resume to [email protected].

01/09/2021

Job Opening in our Porterville and San Luis Obispo locations!!

Tax Preparer / Bookkeeper (experience required)

The Applicant must have the ability to work in a fast-paced environment, show strong teamwork, and have the ability to multi-task.

Specific duties may include, but are not limited to:
• General office duties
• Bookkeeping for client accounts
• Payroll processing for client accounts
• Worker compensation audits
• Process 1099’s
• Process business property statements
• Client appointments in person or via phone
• Process income tax returns
• Tax return review with clients

Please note this job description in not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with to without notice.

Qualifications and requirements:
• Bachelor’s Degree in Accountancy or Business Administration
• Must have Individual and Corporate tax return preparation experience
• Minimum of 2 years of Bookkeeping/Accounting experience
• Proficient knowledge of Microsoft Office, QuickBooks accounting software, and/or other tax prep software
• Demonstrate strong organizational, planning and deadline management skills
• Excellent customer service skills
• Able to work independently as well as a team player
• Attention to detail, patience, and the ability to prioritize
• Pleasant, professional attitude
• Experience in tax resolution (preferred but not required)

We offer exceptional career opportunities to qualified professionals. Our firm provides competitive pay and excellent benefits coupled with a positive and friendly work atmosphere.

If you are friendly, reliable, and highly motivated, we would love to hear from you! Please submit your resume to [email protected].

Help your favorite charity this year with these new tax deductions for your non-profit contributions.
06/10/2020

Help your favorite charity this year with these new tax deductions for your non-profit contributions.

If you're interested in minimizing your tax obligations and maximizing your savings, consider the helpful tips and ideas you'll find in this newsletter.Call if you would like to discuss how any of this information relates to you. If you know someone that can benefit from this newsletter, feel free t...

COVID-19 tax relief is available NOW as you finish filing your 2019 tax return and prepare to plan for 2020. Here's a re...
04/08/2020

COVID-19 tax relief is available NOW as you finish filing your 2019 tax return and prepare to plan for 2020. Here's a re-cap of some of the major new laws and IRS updates.

COVID-19 tax relief is available NOW as you finish filing your 2019 tax return and prepare to plan for 2020. Here's a re-cap of the new laws and IRS updates.Call if you would like to discuss how any of this information relates to you. If you know someone that can benefit from this newsletter, feel f...

Taxable, tax-deferred and tax-advantaged. All your assets can be placed in one of these three categories. By understandi...
03/11/2020

Taxable, tax-deferred and tax-advantaged. All your assets can be placed in one of these three categories. By understanding this concept you can reduce the amount of tax you pay in your lifetime.

If you're interested in minimizing your tax obligations and maximizing your net worth, consider the helpful tips and ideas you'll find in this month's planning newsletter.Call if you would like to discuss how any of this information relates to you. If you know someone who can benefit from this newsl...

Would you like to save more money for retirement? New legislation passed in December 2019 has some new benefits that cou...
02/12/2020

Would you like to save more money for retirement? New legislation passed in December 2019 has some new benefits that could help you out.

If you're interested in minimizing your tax obligations and maximizing your savings, consider the helpful tips and ideas you'll find in this newsletter.Call if you would like to discuss how any of this information relates to you. If you know someone who can benefit from this newsletter, feel free to...

What? New 2019 tax laws passed with less than a week left in the tax year. Here is what you need to know.
01/08/2020

What? New 2019 tax laws passed with less than a week left in the tax year. Here is what you need to know.

Deep inside the 1,700 plus page bill passed to keep the government open, are a number of tax law changes. Included here is a summary of the primary changes impacting most of us.There are a number expired tax provisions that are now available for 2019 and 2020. While there is little time to react to....

As you create and revise your gift-planning strategy now and over the coming years, take into account the updated gift a...
12/11/2019

As you create and revise your gift-planning strategy now and over the coming years, take into account the updated gift and estate tax exclusion amount rules. You now have a choice!

If you're interested in minimizing your tax obligations and maximizing your savings, consider the helpful tips and ideas you'll find in this newsletter.Call if you would like to discuss how any of this information relates to you. If you know someone that can benefit from this newsletter, feel free t...

12/10/2019

Accepting Resumes for Porterville and San Luis Obispo:

Experienced Tax Preparer or EA/CPA

Job Description
We are looking for an experienced tax preparer to join our firm. The Applicant must have the ability to work in a fast-paced environment, show strong teamwork, and have the ability to multi-task.

Qualifications and requirements:
• Bachelor’s Degree in Accountancy or Business Administration
• Must have Individual and Corporate tax return preparation experience
• Minimum of 2 years of Bookkeeping/Accounting experience
• Proficient knowledge of Microsoft Office, QuickBooks accounting software, and/or other tax prep software
• Demonstrate strong organizational, planning and deadline management skills
• Excellent customer service skills
• Able to work independently as well as a team player
• Attention to detail, patience, and the ability to prioritize
• Pleasant, professional attitude
• Experience in tax resolution (preferred but not required)

We offer exceptional career opportunities to qualified professionals. Our firm provides competitive pay and excellent benefits coupled with a positive and friendly work atmosphere.

Compensation based on experience.

Please apply to this position if you have met all of the desired skills and experience qualities listed. Please email your resume to [email protected].

Job Type: Full-time

Address

189 N Villa Street
San Luis Obispo, CA
93257

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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