At Blakeslee & Blakeslee, I provide my clients with individually tailored financial advice to meet their specific financial goals. I encourage my clients to put aside their money today in high quality, well-diversified, and professionally-managed investments. I also encourage my clients to meet with me on a periodic basis to review their investment portfolio and to ensure that it remains consistent with their financial objectives as they evolve over a lifetime. I am a financial planner and an attorney, and have extensive experience in land conservation. I graduated magna cum laude from Cal Poly (SLO) with a degree in Business Administration, and from Duke University with a master’s degree in Public Policy and a Juris Doctorate. I look forward to helping you achieve a better, more secure future. I can be reached in the San Luis Obispo office at (805) 543-4366, or send an e-mail to kblakeslee@blakeslee-blakeslee.com.

Amending Your Tax Return
As people tax plan they often pull out prior tax returns to use as a guide. It’s not uncommon to occasionally discover an error or an overlooked deduction. Taxpayers don’t usually jump at the chance to amend a prior year’s tax return if it means they’ll owe the IRS money. Instead most sit tight, hope the error isn’t noticed and wait for the statute of limitations to expire. However, people’s attitudes rapidly change when they find an error in their favor, have a net operating loss carry back, or a neglected deduction that would give them a refund. You can...Read More