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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, and is a member of the California Society of Certified Public Accountants.  He is the founder of Travis H. Long, CPA, Inc. a five-person California Accountancy Corporation located in beautfiul 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.

TravisÂ’ 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 devleop 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 dialouge 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 currently serves as the President of the Board of Directors for Meals on Wheels of the Monterey Peninsula, and is slated to serve as President of the Pacific Grove Rotary Club starting in 2019. He has also served on the board of directors at First Church of Christ, Scientist, Carmel, where he currently serves as Treasurer. In addition, Travis 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 young boy, Elijah Bennett, conveniently born during the last few weeks of tax season in 2012, followed by a little partner-in-crime, Claire Elise, a couple years later. 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 2016 and 2017 staff enjoying a night out together at Spanish Bay.

(From left to right) Don is a licensed CPA in the state of Maryland and California.  Don had several accounting practices on the East Coast and also practiced law for a number of years.  He worked with us full-time for several tax seasons and part-time during the off-season, but ended up taking a year-round full-time position in the Santa Cruz area.  We hear from him often and is still a part of our family!

Mary Helen 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.  

Lisa Marie joined us in early 2017.  She has been preparing individual, corporate, partnership, and fiduciary tax returns for CPA firms for 25 years.  She was a fantastic addition to our tax crew and works with us full-time during the tax season and as needed at other parts of the year.  Lisa Marie is also an entertaining musician who sings and plays the guitar professionally.  Perhaps we can arrange a gig for your next event...after tax season?!

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

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 (above) is always turning 21 - it is so much fun having her vitality and youth around the office.

Our newest addition, Brian Wilsey (below), joined our firm in June 2017.  Although some of our clients may think we hired a college student because he is blessed with such a youthful face, Brian is actually an Enrolled Agent with over 10 years experience preparing and reviewing individual and business tax returns for CPA firms.  Brian is working with us on a full-time basis throughout the year.  We are lucky to have his diligence and friendliness in our office...and Go Warriors! - Brian is a big basketball fan.  If you get bored talking taxes with us and prefer to talk about basketball - Brian is your man.

  • 706-B Forest Avenue
  • Pacific Grove, CA 93950
  • Telephone: (831) 333-1041
  • Fax: (831) 241-5020