Templeton Guide|Friday, October 20, 2017
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North County Tax and Accounting

5905 Capistrano Avenue Atascadero CA 93422

Taxes in Atascadero, CA

Bookkeeping Atascadero, CA

When you are in need of a professional and experienced accountant trust the licensed CPA’s and bookkeepers at North County Tax and Accounting. Business or personal accounts can become a tangled web of headaches, so let our team simplify your life. If you need help with business or personal income tax preparation, payroll services, QuickBooks training, and other services, we can help.

Company History

When you would like to obtain the services of an Atascadero, CA, accountant, work with the licensed CPAs and enrolled agents at North County Tax and Accounting. Our financial advisors have more than 25 years of experience to draw from, and we truly care about building lasting client relationships here in Atascadero, CA. Keeping track of all your personal and business accounts can be complicated, but it does not necessarily have to be that way. Consult with a member of our team if you’d like some help with these matters.

Once you inquire about our services, we promise to return your call promptly. Then, we can arrange a time to meet with you and review your portfolio. If you are coming to us as a new client here in Atascadero, we are happy to offer free tax planning assistance. Then, your consulting professional can also step in to help with payroll processing or any other aspect of your business’s finances.

Are you fed up with balancing your own books? An Atascadero, CA, accountant with North County Tax and Accounting would be happy to take this chore off your hands. Then, you can tend to other pressing matters that demand your attention. To learn more about how we can help, call or stop by our Atascadero, CA, agency. We always have time to meet with you and discuss your needs.

Owner Bio

ROBERT S. BORISH is a Certified Public Accountant with over 35 years as a CPA .  In 2008 he added financial services to his practice.  He graduated from Cal Poly Pomona University with honors and began his accounting career with PriceWaterhouse Coopers in Los Angeles.  His professional licenses and designations include:

·       FINRA Registrations: Series 7, Series 66

·       Insurance Licenses: Life Insurance, Health Insurance, Variable.  State of California Insurance License 0G19942

·       Designations: CPA

Robert has a unique combination of experience in both public accounting and private industry.  He has worked or consulted for some major companies, including Paramount Pictures, The Irvine Company and Lennar Homes.   Robert was also the Controller for a high net worth family's investment management company, overseeing and performing the accounting and treasury functions for a large investment portfolio, six different LLC's, three operating foundations and seven family foundations.

He has managed his own CPA practice for over 20 years, serving a wide variety of high net worth individuals and closely held corporations.  Robert works closely with his business clients, typically setting up and maintaining their accounting systems or serving as their in-house CFO/Controller.  He has performed numerous review and compilation engagements, assisted clients with banking and financing relationships, tax planning and payroll and business tax return preparation.  His areas of focus for financial services include: investments, retirement planning, life insurance and annuities, estate planning and education planning.

If you're looking for excellent service and a people-friendly approach, then you've come to the right place. At North County Tax and Accounting, our ultimate goal is to serve you and make your experience with us a pleasant one.

Locations Served

All of San Luis Obispo County

Categories

Taxes, CPA, Accounting, Accountant, Payroll

*$50 dollars off for a new client tax prep