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 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!
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