Serving Atascadero, CA and the Central Coast



Robert Borish has been a key component to my financial success. First he’s been my CPA for over 15 years. Not only does he finish my tax returns well before the deadline, he always completes accurate returns and gets me money back. I’ve never owed taxes to the government nor have I been audited. I’ve referred Robert to my clients and my friends. They’ve had nothing but positive things to say about the quality of his work and his prompt responses.

Additionally, Robert rolled my 401K into a Simple IRA after I made a career change. The transition was painless and was done expediently with nothing but a couple of signatures on my end. He did all the hard work which is paying off to this day. I sit back and continue to see my retirement account grow thanks to his efforts.

Robert is also my payroll partner. We have several mutual clients whom we’ve saved a significant amount of money in payroll fees, while improving customer service. Robert truly has his client’s best intentions in mind in all aspects of the financial health. I fully endorse and recommend Robert as a CPA and financial advisor.

Danielle Borish, District Manager
Robert helped me when the IRS contacting me stating that I owed several thousand dollars in taxes from four years ago. I had no idea what mistake I had made in filing my taxes, as I had done them myself that year. Robert helped me untangle the web of IRS paperwork and was able to get the largest expense completely waived, reducing the amount I owed substantially. I was so thankful to have someone in my court to be an advocate for me. He saved the day!

I am now using Robert to transfer my IRA, Roth IRA and 401K, as well as set up a financial plan for me. Robert is a professional who truly cares about his clients. He treats me just as important as if I were one of his larger clients. I can highly recommend Robert for any tax, accounting or financial planning services.

BenefitMall – Payroll Division



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  • 25 Years Of Experience
  • Licensed CPA’s And Enrolled Agents