Business Details
50+ Years
experience
Your Trusted Accounting Partner in Fortuna, CA
Founded in 1945 as a bookkeeping service in Fortuna, our firm has evolved into one of Humboldt County's leading CPA offices through strategic mergers and continuous expansion. We prioritize professionalism, responsiveness, and quality in delivering accounting, tax, and financial planning services to individuals and businesses. Our team of certified professionals brings decades of combined experience, ensuring clients receive accurate, compliant, and strategic financial guidance.We specialize in personalized solutions, from retirement planning to IRS audit representation, while maintaining a commitment to local community needs. Our longevity and reputation reflect our dedication to resolving complex financial challenges and fostering long-term client success.
Services
Personal Financial Planning
Retirement Planning
Estate Planning
Small Business Accounting
IRS Audit Representation
QuickBooks Setup
Tax Preparation
Payroll Services
Forensic Accounting
Business Valuation
Details
- Year established: 1945
Highlights and features
- We have over 75 years of combined experience in accounting and tax services.
- Our team includes certified professionals with expertise in diverse industries.
- We offer personalized financial planning tailored to individual and business needs.
- Our local knowledge ensures solutions aligned with Humboldt County's market dynamics.
- We provide year-round support beyond tax season for ongoing financial health.
Services
Personal Financial Planning
We develop comprehensive strategies to help individuals achieve financial independence through risk assessment, retirement income planning, and tax-efficient wealth preservation. Our approach integrates tax planning and investment analysis to align with long-term goals like education savings and estate planning.
Small Business Accounting
Our services include cash flow management, payroll processing, and financial forecasting tailored for small businesses. We provide budget creation, internal controls implementation, and outsourced CFO support to enhance profitability and ensure compliance with tax regulations.
IRS Audit Representation
We defend clients during IRS audits by managing correspondence, minimizing liability, and negotiating resolutions. Our team handles document preparation, audit communication, and appeals to protect clients from penalties while ensuring compliance with tax laws.
QuickBooks Setup
We configure QuickBooks systems for small businesses, including chart of accounts setup, transaction entry, and staff training. Our services ensure accurate financial tracking from day one, with ongoing support for software optimization and tax reporting.
Tax Preparation
We prepare and file individual and business tax returns while identifying deductions to reduce liability. Services include strategic planning for cryptocurrency transactions, payroll taxes, and compliance with federal, state, and local tax requirements.
People
Keith D. Borges
CPA, Partner
Keith leads our firm with over 30 years of accounting experience, specializing in tax strategy and business advisory services for local enterprises.
Barbara J. Guest
CPA, MAcc
Barbara brings expertise in auditing and accounting standards, with 32 years of experience serving diverse industries across California and Hawaii.
Vanessa Anderson
Enrolled Agent
Vanessa specializes in tax resolution and accounting, leveraging 25+ years of experience in tax law and software systems to support individual and business clients.
Daniel Cole
CPA
Daniel focuses on financial reporting and compliance, ensuring accurate tax filings and strategic planning for small businesses and individuals.
Rita Chism
Staff Accountant
Rita provides detailed accounting support, assisting with bookkeeping, payroll services, and financial statement preparation for local businesses.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, cash flow management, and outsourced CFO services tailored to small business needs.
How can you help with retirement planning?
We create personalized retirement strategies, including tax-efficient withdrawal plans and investment risk assessments to ensure financial independence.
Do you handle IRS audit representation?
Yes, we manage all aspects of IRS audits, from correspondence to appeals, minimizing liability and resolving tax disputes.
What tax services are available for individuals?
We offer preparation, planning, and resolution services, including deductions optimization and cryptocurrency tax reporting.
Can you set up QuickBooks for my business?
Yes, we configure QuickBooks systems, train staff, and ensure accurate financial tracking from day one.
Are you experienced with local Humboldt County businesses?
Yes, we specialize in serving Humboldt County's unique industries, including construction, healthcare, and hospitality.
