Travis H. Long is a Certified Public Accountant licensed by the California Board of Accountancy, and is a member of the California Society of Certified Public Accountants. He is the founder of Travis H. Long, CPA, Inc. a California Accountancy Corporation located in beautiful Pacific Grove, CA. Travis has been in public accounting since 2004. Prior to that he worked in several industries in the public and private sectors including telecommunications, G.I.S. software development, and real estate and construction.
Travis' public accounting experience is diverse, encompassing audit, taxation, consulting, and accounting. In years past, 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. He has handled all types of taxation including individual, fiduciary, estate, gift, partnership, corporate, and exempt entities. His consulting engagements have included areas such as short-sale and foreclosure planning, financial planning, business planning, entity selection and formation, business valuations, lease-purchase decisions, etc. A number of years ago 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. He has also provided general ledger accounting for all types of entities as well as trust and probate accountings.
In recent years, Travis has worked primarily with individual, trust, and estate clients, as well as professional practices and other small businesses. He is generally looking to develop long-term relationships with clients and takes a holistic approach to help clients navigate the waters of tax, and make sure they are also thinking about retirement, estate planning, insurance, education funding, etc. He encourages clients to call throughout the year in order to provide an independent point of view and act as a sounding board for any financial related issues. He feels this holistic approach and open dialogue is immensely valuable to long-term financial health.
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. Travis wrote a tax column for the Cedar Street Times and Pacific Grove Hometown Bulletin for five years. He continues to sharpen his skills through a plethora of continuing education courses each year.
Travis is an active member in his community and church: He is the Treasurer at First Church of Christ, Scientist, Carmel, where he also teaches Sunday School, and is a past-president of the organization. He is currently serving on the PGUSD Measure A Technology Bond Citizens Oversight Committee and is on the board of the local chapter of his college alumni outreach group. He is a member of the Rotary Club of Pacific Grove where he has served on the board, including a term as President during 2019 and 2020. In June of 2020, Travis retired from the Board of Directors at Meals on Wheels of the Monterey Peninsula where he served for over 10 years including two years as President and a number of years as Treasurer. In years past, Travis served as an ambassador with the Pacific Grove Chamber of Commerce, provided assistance to the PG Music Boosters, and volunteered to coach youth soccer at the YMCA. Several of these activities followed his own passions for music via singing and piano, as well as soccer, having played all throughout his youth and through college. Other personal endeavors over the years have included tennis and woodworking.
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 and has her own practice - Golden Land Studio, focusing on residential design. Prior to that she worked for 16 years with BFS Landscape Architects, Inc. working on large scale projects including hotels, parks, large residences, and master planning. Joy also serves as the Chief Executive Officer of our residence!
Travis and Joy were married in 1999. Their two children are students at Forest Grove Elementary. Their son, Elijah Bennett, is an entrepreneurial and energetic burgeoning balloon artist, chemist, candle maker, and gamer. He was conveniently born during the last few weeks of tax season in 2012..."the baby is coming NOW?!" He was followed by a partner-in-crime, Claire Elise, gymnast-extraordinaire, a couple years later. In 2021 Claire placed first on bars in the State of California, second in the western states region, and fourth in the western states all-around for her age/level. Prior to Elijah and Claire, Travis and Joy survived a five-year conversion of a commercial building into a 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!
email@example.com (831) 333-1041