Wednesday, February 19, 2020 from 1:00 PM to 3:00 PM PST
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Simpkins Family Swim Center 
979 17th Ave

Conference Room
1st Right Turn after the railroad tracks drivng south on 17th ave.

 Santa Cruz, CA 95062

Driving Directions 


Ali Simpson 
SCORE Central Coast 

Tax Questions and Answers for Small Business Owners

Soothe your tax season headaches with this workshop! We will cover common questions around entity types, deductions, tax planning techniques and more. You will also have the opportunity to ask questions specific to your business by submitting them on the registration page.

Key Topics:

  • Business Entities
  • 1st Year Elections
  • Deducting Assets & Auto
  • Returns to be Filed
  • Areas of IRS Focus if Audited
  • Tax Planning Techniques (recordkeeping, deferrals, etc)


Your Presenter: Bill Oakes

Bill has over 25 years of experience as a small business owner in Silicon Valley. BIll's business was focused on small business taxes, bookkeeping, and business planning. Tax preparation, planning, and taxpayer representation, personal financial planning and financial planning seminars were also offered. Clients included: trade contractors, retail, consultants, automotive, restaurant, landlords, real estate entrepreneurs, hair salons, machine shops and more.

Bill can help new and existing small business owners in establishing and analyzing financial systems, including Quickbooks; creating business plans, developing and implementing business goals using his years of experience with previous business owner clients. 
Bill is an EA (enrolled agent) enrolled to represent taxpayers before the IRS .CFP Certified Financial Planner
He has a BA State University of New York Mathematics and Statistics and a MS Boston University Computer Science