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About Our Firm

Founder

 

Travis H. Long, CPA

Travis H. Long is a Certified Public Accountant licensed by the California Board of Accountancy. He is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. Travis opened the firm in January 2011 after working for 6 1/2 years in public accounting gaining valuable and diverse experience in audit, taxation, consulting, and accounting engagements.

TravisÂ’ public accounting experience includes trust and estate taxation and planning, individual and business taxation and planning, accounting for partnerships, corporations, nonprofits, trusts, and estates. He was the in-charge auditor on a number of financial statement audits and reviews including governmental special districts, nonprofit organizations and for-profit companies with annual revenues ranging from several hundred thousand dollars to $30 million. His consulting engagements include areas such as short-sale and foreclosure planning, financial planning, business planning, entity selection and formation, business valuations, lease-purchase decisions, etc. In 2007, Travis worked with the executive director of a newly established integrated auxiliary of a 501(c)(3) organization to set up the accounting systems and policies to manage a $35 million bequest. Prior to his work in public accounting, Travis worked in several industries in the public and private sectors including telecommunications, G.I.S. software development, and real estate and construction.

Travis graduated first in his class from Principia College in Elsah, Illinois, majoring in Business Administration and Mass Communication. He intermittently pursued graduate studies in accounting and taxation through Golden Gate University from 2004-2007, and he continues to sharpen his skills through a plethora of continuing education courses, as well as through writing tax articles for the local newspaper.

Travis is an active member in his community and church: he currently serves on the board of directors for Meals on Wheels of the Monterey Peninsula and is the President Elect. He has also served on the board of directors at First Church of Christ, Scientist, Carmel, where he currently serves as Treasurer and as Assistant Superintendent of the Sunday School. In addition, Travis is a member of the Pacific Grove Rotary club and is an ambassador with the Pacific Grove Chamber of Commerce. Other personal endeavors over the past few years include singing with the Monterey Cypressaires Barbershop Chorus, playing soccer and helping coach a youth team at the local YMCA.

Travis's wife, Joy, holds a Masters in Landscape Architecture from the University of Georgia. She has a Certificate in Sustainable Development and is a LEED Accredited Professional. Joy works as a Landscape Architect for BFS, Inc. on Pacific Street in Monterey.

Travis and Joy were married in 1999.  They have an energetic boy, Elijah Bennett, born in April 2012 and a little partner-in-crime, Claire Elise, born in July 2014. Prior to Elijah and Claire, Travis and Joy survived a five-year rebuild of their home, performing nearly all of the work themselves on nights, weekends, and holidays.  Shortly after Elijah became mobile, however, they realized the necessity of selling their blood, sweat, and tears in order to buy a house with a yard for a growing family!

travis@tlongcpa.com (831) 333-1041


 

Our Team

Having a core group of reliable staff members, especially during tax season, is a critical component to managing the work flow.  Below is our 2015 and 2016 staff enjoying a night out together at Mission Ranch in Carmel.

Don (top left) is a licensed CPA in the state of Maryland, and is working on transferring his license to California.  Don had several accounting practices on the East Coast and also practiced law for a number of years.  He also owned and operated several successful businesses including what would become the largest chain of comedy clubs in the U.S. for a period of time.  Don is with us full-time during the tax season and on a part-time basis as needed during the rest of the year.  

Travis (top right)

Mary Helen (bottom left) is an Enrolled Agent and works with us about half-time during the tax season.  She also works as a property tax auditor.  She is a true renaissance woman, and probably one of the few graduates of the London School of Economics that can also build you a house, lecture you on subjects ranging from genealogy to antiques, to the Civil War, and rebuild your car engine if needed.  

Linda (bottom right) is our Administrative Assistant and the friendly smile and voice that greets you in our office or on the phone throughout the year.  

Linda is the proud mother of two children that have grown up and live too far away!  She has worked with several CPA firms over the years, and also worked at the Community Hospital of the Monterey Peninsula for 18 years.  When I first interviewed Linda, she told me she could "flip me" if she needed to...Linda was a graduate of the police academy earlier in her life - we all feel very safe with Linda around!

Fortunately, Linda is always turning 21 - it is so much fun having her vitality and youth around the office.

  • 706-B Forest Avenue
  • Pacific Grove, CA 93950
  • Telephone: (831) 333-1041
  • Fax: (831) 785-0328