Since our clients are our most important asset, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
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.
Robert Borish, CPA
ROBERT S. BORISH is a Certified Public Accountant with over 30 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.
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.