Robertson Cahill & Associates

At Robertson & Associates, CPAs, we are a well-established Lake County CPA firm with a deep understanding of all facets of financial management. Our expertise includes taxes, accounting, bookkeeping, QuickBooks, business consulting, and much more. We have a strong commitment to integrity and tailor our services to meet the particular needs of each client. We serve a wide range of businesses, non-profits, and individual clients throughout Lake County and Mendocino County.

Our team is dedicated to helping our clients achieve higher profits and lower taxes. We believe that our success depends entirely on the success of our clients. We offer a comprehensive menu of accounting services, including tax planning and preparation, bookkeeping, business consulting, and audit services, all delivered with a commitment to quality and value.

Our Services

At Robertson & Associates, CPAs, we provide a wide range of services designed to help our clients meet their financial goals. These services include:

• Tax Planning and Preparation: We help our clients minimize their tax liabilities and maximize their refunds by providing expert tax planning and preparation services.
• Bookkeeping and Accounting: Our team of experienced accountants can handle all of your bookkeeping and accounting needs, including financial statement preparation, budgeting, and more.
• Business Consulting: We offer business consulting services designed to help our clients make informed decisions about their businesses. This includes strategic planning, financial forecasting, and more.
• Audit and Assurance Services: Our team is experienced in performing audits and providing assurance services to help our clients ensure that their financial statements are accurate and compliant with relevant laws and regulations.
• QuickBooks Services: We can help you set up and use QuickBooks to manage your business's finances efficiently.
• Incorporation Services: If you're thinking about incorporating your business, we can help you with the process and ensure that you're making the right decision for your company.
• Business and Financial Consulting Services: Our team can provide consulting services on a wide range of business and financial matters, including strategic planning, financial forecasting, and more.
• IRS Problem Resolution: If you're having issues with the IRS, we can help you resolve them quickly and efficiently.

Industries We Serve

At Robertson & Associates, CPAs, we serve a variety of industries, including:

• Non-Profits: We understand the unique financial challenges faced by non-profit organizations and offer specialized services to help them manage their finances effectively.
• Retail: Our team can help retail businesses manage their finances, including inventory management, sales tracking, and more.
• Construction: We provide accounting and consulting services to construction companies, including job costing, contract review, and more.
• Agribusiness: We serve farmers and other agribusinesses, offering services such as crop planning, budgeting, and more.

Meet Our Team

Our team is dedicated to providing exceptional service to our clients. Meet our team members:

• John S. Robertson, CPA: Mr. Robertson has over 25 years of auditing experience and currently devotes a significant amount of his time to serving clients in the Governmental Sector. He currently serves as the Engagement Director for all local educational agencies (LEAs), other governmental, HUD and not-for-profit audits performed by Robertson & Associates, CPAs. Mr. Robertson is an accounting graduate from the California Polytechnic State University, Pomona, and he is a member of the AICPA, CASBO, and CSCPA. He formerly served on the governmental accounting and auditing committee of CSCPA.

Get in Touch

If you're interested in learning more about our services or would like to schedule a free initial consultation, please call us at 707-263-9012 (Lakeport) or 707-468-5711 (Ukiah). You can also fill out our free consultation form on our website. We look forward to helping you meet your financial goals.