THE PEOPLE BEHIND THE NUMBERS
Personal attention.
A lasting relationship.
Financial details are personal. We take time to understand the people, plans and businesses behind them.
Explore ↓ABOUT / 01
Meet Boris Barats.
Boris brings over 35 years of experience in business management, accounting, income tax preparation and financial planning to the practice.
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Experience. Education.
A graduate of Odessa Polytechnical Institute with a Master of Science degree, Boris works with small business owners and individual income tax clients.
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Professional credentials.
Boris is a CTEC Registered Tax Preparer and an IRS e-file provider, registered with multi-state tax authorities.
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Begin with your questions.
The initial consultation is free. It is an opportunity to discuss your financial, tax and business matters with the practice.
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A wider professional network.
Boris belongs to the American Institute of Professional Bookkeepers and the National Association of Tax Preparers.
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Beyond tax preparation.
His credentials also include a California life insurance license and work as a Notary Public and Signing Agent.
We are an experienced team of financial experts.
Boris Barats, CEO
Financial and Tax Consultant at Boris Barats & Associates, Inc., with over 35 years of business management, accounting, income tax preparation, and financial planning experience.
Boris Barats is a graduate of Odessa Polytechnical Institute (Odessa, Ukraine) with a Master of Science Degree.
Licensed where it counts.
CTEC Registered (CRTP)
California Tax Education Council Registered Tax Preparer.
E-file Provider
Registered as a Tax Professional and E-file provider with the IRS and multi-state Tax Authorities.
Life Insurance Agent
Licensed by the California Department of Insurance.
AIPB · NATP · NNA
American Institute of Professional Bookkeepers, National Association of Tax Preparers, and National Notary Association — as a Notary Public and Signing Agent.
Providing a full range of business management solutions and financial services for small business owners and individual income tax clients.
Building Lifetime Relationships with our Clients.
The company strategy is to build lifetime relationships with all our clients — enabling them to grow their businesses and improve their total financial well-being.
Your initial consultation
Boris Barats & Associates, Inc. is your answer to all of your personal and business financial issues.