Richard S Coffey, LUTCF
|Day of the Week||Hours|
|Mon:||8:30 AM – 5:30 PM|
|Tue:||8:30 AM – 5:30 PM|
|Wed:||8:30 AM – 5:30 PM|
|Thu:||8:30 AM – 5:30 PM|
|Fri:||8:30 AM – 5:30 PM|
ROBERT S. BORISH is a Certified Public Accountant with over 26 years of accounting and tax experience. 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. Robert S. Borish CPA, Inc. provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.
Professionalism: We are one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.
Responsiveness: We are responsive. Companies who choose Robert S. Borish CPA, Inc. rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies. To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years. Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly.
Quality: An accounting firm is known for the quality of its service. Our reputation reflects the high standards we demand of ourselves. Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you. We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients. Our high service quality and “raving fan” clients are the result of our commitment to excellence. We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.
Tax Services: Don’t pay more in taxes than you have to! Take full advantage of all deductions and credits with our tax planning, compliance, and preparation services.
Business Services: Are you running your business at peak performance? Call on us to increase efficiency, stay in compliance, and boost revenue and profits.
Tax Problems: Are you having problems with the IRS? We’re here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
Quickbooks Services: There’s a reason QuickBooks is the number one business accounting software. Put this robust software to work for you with QuickBooks setup and training.
Services Offered: Small Business Accounting, New Business Formation, Payroll, Part-Time CFO Services, Audits, Reviews, Compilation, Cash Flow Management, Bank Financing, Succession Planning, Internal Controls, QuickBooks On-Line, Why Quickbooks, QuickBooks Setup, QuickBooks training, QuickAnswers, QuickTuneup, QuickBooks Tips, Tax Preparation, Tax Preparation in San Luis Obispo, Tax Planning, Tax Problems, IRS Audit Representation, Non-Filed Tax Returns, Back Taxes Owed, Payroll Tax Problems, IRS Liens, IRS Levies, IRS Wage Garnishment, IRS Seizures, Offer In Compromise, IRS Payment Plan, Bankruptcy, Innocent Spouse Relief, Secure File Exchange
Parking Situation: Street, Parking Lot