Dritsas and Company

The family office practice is what sets this Central Coast firm apart from a straightforward tax office. It exists for families whose administrative load has outgrown them, taking on personal bookkeeping alongside property management and investment coordination, and standing in as the point of contact when other advisors and stakeholders need dealing with.

The rest of the work is tax and consulting for individuals, businesses, non-profits, trusts and estates, run from offices in Pismo Beach and Cambria. Bookkeeping and write-up is pitched at companies that have no accounting staff or have outgrown the system they started with. Entity choice is treated as a decision worth revisiting rather than settling once, on the reasoning that the right structure today may not suit the business in a few years. Consulting engagements run as far as preparing a company for sale. Estate work covers both planning transfers to heirs and the tax preparation that follows a death.