Gilbert Associates, Inc.
Mar 01, 2013 07:53AM ● Published by Style
Photo by Dante Fontana, © Style Media Group.
Describe your business. Did you find it, or did it find you?
Gilbert Associates, Inc. is a full-service accounting firm that has been serving the Sacramento area for over 25 years. Services include tax, audit, review, accounting and bookkeeping. We currently have nine partners and more than 50 staff members. The main office in Sacramento has been open since 1984. In November 2004, we opened our branch office in Folsom. I am the CFO and shareholder in charge of the tax department of our firm. We specialize in tax planning for businesses and individuals; in addition, we provide tax-related financial planning advice and oversee services to privately held businesses in the areas of compilation, tax and monthly accounting support. We also specialize in real estate, nonprofits, schools, employee benefit plans and governments.
How are you involved with both the community and your customer?
I grew up here and attended Folsom schools – graduating from Folsom High School then on to Sacramento State. My family and I lived all around the Sacramento area and moved back to Folsom in 2003. I am a graduate of the Folsom Chamber Leadership program and a member of local business associations, including the Folsom Chamber of Commerce and SACTO. I’ve also served on various non-profit boards throughout the years, as well as volunteering with Folsom High PTA and other organizations.
What’s your favorite place to eat out locally?
Some of our favorites include Felipe’s Mexican Restaurant and Dos Coyotes.
And finally, customer service is…?
Listening to my clients and helping to solve their problems; also, providing clients with a timely response and the expertise and experience they need to be successful. You will find us eager to share best practices. We frequently provide clients with valuable recommendations that help them avoid problems, save money, and generate positive changes within their businesses and personal finances, all as a result of our professional relationship.
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