About Boris Barats & Associates · Est. 1991

We are an experienced team of financial experts.

Boris Barats, CEO
Meet the Director

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.

Experience & Education

Boris Barats is a graduate of Odessa Polytechnical Institute (Odessa, Ukraine) with a Master of Science Degree.

Credentials

Licensed where it counts.

Tax Preparer

CTEC Registered (CRTP)

California Tax Education Council Registered Tax Preparer.

IRS Provider

E-file Provider

Registered as a Tax Professional and E-file provider with the IRS and multi-state Tax Authorities.

Insurance

Life Insurance Agent

Licensed by the California Department of Insurance.

Memberships

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.

Our Approach

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.

Free Initial Consultation

Call us for a free initial consultation — we’ll be pleased to discuss all your financial, tax and business matters.

Boris Barats & Associates, Inc. is your answer to all of your personal and business financial issues.