Business Details
Trusted Accounting & Tax Services in Lakeport & Ukiah, CA
At Robertson & Associates, we believe that our success depends entirely on the success of our clients. With two locations serving Lake and Mendocino County, we offer a comprehensive range of accounting services including tax planning and preparation, bookkeeping, business consulting, and audit services. Our team of certified professionals brings decades of combined experience in delivering quality-driven financial solutions tailored to individual and business needs. We prioritize client success through strategic tax planning, accurate financial reporting, and personalized advisory services. Our commitment to excellence is demonstrated through our free initial consultation, which provides direct access to our expertise for local business owners.We specialize in niche accounting for non-profits, retail, construction, and agribusiness sectors while maintaining rigorous compliance standards. Our firm operates with transparency, offering straightforward guidance for IRS problem resolution and financial optimization. With over 20 years of local service, we combine deep community knowledge with technical proficiency to maximize client profitability. Our technology-enabled processes ensure efficient service delivery through tools like QuickBooks integration and secure client portals. We measure our success by the long-term financial health of our clients, evidenced by our consistent client retention and referrals.
Services
Accounting Services
Tax Preparation
Small Business Accounting
Incorporation Services
QuickBooks Support
Audit Services
IRS Problem Resolution
Financial Consulting
Details
- Year established: 2025
Highlights and features
- We offer 20+ years of local accounting expertise in Northern California markets
- Our free initial consultation provides direct access to certified professionals
- Specialized knowledge in non-profit, construction, and agribusiness accounting
- We maintain rigorous compliance standards for audit and tax preparation services
- Our team includes certified QuickBooks specialists for technology-enabled solutions
Services
Tax Preparation Services
Our tax preparation services ensure accurate and timely filing for individuals and businesses. We specialize in complex tax situations including multi-state filings and business entity structures. Our certified professionals identify all available deductions to minimize tax liability while maintaining full compliance with current regulations.
Small Business Accounting
Comprehensive accounting solutions for small businesses including bookkeeping, payroll processing, and financial statement preparation. We provide month-end closing support and real-time financial reporting to help business owners make informed decisions. Our QuickBooks expertise streamlines accounting processes for improved efficiency.
IRS Problem Resolution
Specialized assistance with IRS audits, back tax filings, and collection issues. We represent clients during audits and negotiate payment plans for tax debt. Our team has successfully resolved numerous tax liens and wage garnishments while ensuring future compliance.
Business Consulting
Strategic financial guidance for business growth and operational efficiency. Services include cash flow analysis, budget planning, and entity structure recommendations. We help businesses implement accounting systems and internal controls to improve financial management.
Incorporation Services
Complete business formation assistance including entity selection, registration, and tax ID applications. We guide clients through choosing between LLC, S-Corp, or C-Corp structures based on their specific needs. Our services include preparation of formation documents and ongoing compliance support.
People
Robertson
Founder & CPA
Certified Public Accountant with 25 years of experience in Northern California. Specializes in small business taxation and IRS compliance. Holds active CPA licenses in California and Nevada. Committed to community financial education through local workshops.
Lisa Martinez
Tax Director
Tax specialist with 15 years in corporate and individual tax planning. Master's in Taxation from Golden Gate University. Leads our tax preparation team with expertise in construction industry accounting. Active member of CalCPA.
Questions
What accounting services do you offer for small businesses?
We provide complete small business accounting including bookkeeping, payroll, financial statements, and tax compliance. Our services also include QuickBooks setup and business consulting.
Do you offer free initial consultations?
Yes, we offer a free one-hour consultation for new clients. This allows us to understand your specific needs and recommend the best solutions for your situation.
What industries do you specialize in?
We specialize in serving non-profits, construction companies, retail businesses, and agribusinesses. Our team has deep expertise in these sectors' specific accounting requirements.
How can you help with IRS tax problems?
Our IRS problem resolution services include audit representation, tax debt negotiation, and filing compliance. We work directly with the IRS to resolve liens, levies, and payment issues.
What are your office locations?
We have two convenient locations in Lake County at 1101 N Main St, Lakeport, and 101 S State St, Ukiah. Both offices serve clients throughout Mendocino County.
How do I schedule an appointment?
Call 707-263-9012 for Lakeport or 707-468-5711 for Ukiah. Our staff will help schedule your appointment during regular business hours Monday through Friday.
