We are a team of experienced professionals with a strong institutional knowledge of tax, accounting and financial services. We genuinely believe that Erickson & Associates is an exceptional firm, thanks to our longstanding reputation for principled and straightforward advice. Our goal is to exceed the expectations of the standard CPA firm.
1. Tax Planning and Preparation
Our tax preparation experience extends across all states for individuals, partnerships, LLCs, corporations, trusts and estates. With our strategic tax planning, we provide sound counsel for our clientsâ business, estate, andÂ retirement matters.
Our aim at all times is to help our clients achieve the most tax efficient solutions. To this end we are not only available in the weeks leading up to filing your tax return – we will work with you year round to minimize your tax liability, anticipate and prevent problems, and plan tax-efficient strategies that take account of all your circumstances.
2. Financial Statements
Compiled financial statements are an essential tool for understanding your business’s performance and current status. We assist efficient business management by presenting financial statements in clear, concise terms.
Whichever industry you may be operating in, and whatever purpose the financial statement is intended to serve, as our client you can always rely on our exceptional experience and our close knowledge and understanding of your business to compile quality financial statements.
3. Estate Planning
Proper planning minimizes the tax burden on your estate and lets you transfer your assets to your heirs in the way that you choose. With the applicable rules and regulations constantly shifting, you need advice from professionals you can trust to get it right.
We make things simpler by carrying out an expert evaluation of your estate and then outlining your options with considered, easy to understand advice. As well as safeguarding your estate’s value, we can also help reduce the cost and complexity associated with probate.
In addition to helping our clients with the preparation of living trusts, health care directives, durable powers of attorney and living wills, we have extensive experience in forming family limited partnerships, LLCs, and other business entities.
4. Business Accounting and Services
Many small and medium sized businesses find they save time and money by letting us handle their bill paying, payroll and payroll tax deposits, bookkeeping, invoicing, and preparation of 1099s and W2s.
By taking the burden of daily business administration off your shoulders, we leave you free to devote your energy to doing the things you do best, like satisfying your customers and growing your business.
In addition to our wide range of accounting services, we also offer controller and CFO services, getting to know your business intimately and helping you thrive with sound strategic advice.
5. New Business Advisory Services
Starting a new business can be both exciting and challenging, and we have a great deal of experience in helping entrepreneurs succeed in their new venture. We will guide you through the process of entity selection, prepare new entity documents, and file start-up paperwork on your behalf, including federal and state ID applications.
We can also ensure that you start on a sound footing by assisting you in your preparation of a professional business plan, and setting up accounting, payroll, billing and collection systems, including providing QuickBooks setup, training and ongoing support.
We like to think of each new venture as an opportunity for a long term relationship, and we therefore offer a free and confidential initial consultation for clients looking to form a new business.
6. IRS Representation and Problem Resolution
People facing tax problems often find the situation daunting and stressful, but there is no need to endure it alone. Expert advice can often make the difference between a successful resolution and a traumatic one.
Decades of experience in dealing with the IRS means that we are well placed to provide you with a clear assessment of your position, and then advise you on your available options. Having explained and discussed these fully, we will contact the IRS to negotiate effectively on your behalf.
As well as preparing delinquent tax returns we can take effective action to help you avoid compounding penalties, negotiate installment agreements, and avoid or remove liens and levies.
Solving our clients’ problems and anticipating their future requirements are areas where we believe we excel. Our aim is to be flexible and listen to our clients needs in order to gain a full understanding of the challenges they face. We then tailor our service to help meet them, at all times applying our core values of responsibility and integrity, and a commitment to the highest professional standards.
The origins of our firm date back to 1946 when Public Accountants Bert Bloom and Ned Erickson formed Erickson and Bloom, Public Accountants. The two ran a successful practice for many years with Bloom continuing on alone after Erickson retired.
In 1968 CPA Gerald Erickson (no relation to the earlier Erickson) approached Bloom about going into business together and Bloom and Erickson, Public Accountants was formed. Â With Bloomâs decades of experience and Ericksonâs youthful enthusiasm the firm grew rapidly, adding staff and retaining clients from a wide range of businesses. Â When Bloom decided he wanted to slow down his work load he sold his interest in the partnership to Erickson and in 1978 the current business was formed, Erickson and Associates, CPA.
In the years since the establishment of Erickson and Associates, we have become firmly ingrained in our local community and are proud of the relationships we have formed here. We also take pride in the many things our clients have achieved over the years, and the contribution Erickson and Associates has made to their success. We are excited about the challenges and opportunities that the future holds, and we will continue to meet them as we have in the past; with honesty, optimism and determination to turn our progress as a firm to the advantage of our clients.
Bert Bloom forms Bert Bloom, CPA in Kingsburg, CA.
Bert Bloom partners with CPA Gerald Erickson to form Bloom and Erickson Accountants.
Bert Bloom sells his interest to Gerald Erickson who forms Erickson and Associates, CPA.
Erickson and Associates becomes early adopter of IRS electronic filing.
Erickson and Associates goes paperless with Document Management System.
Erickson and Associates moves to a secure cloud server.
Gerald Erickson is a graduate of California State University, Fresno and has practiced as a CPA for over forty years. He has extensive knowledge of tax issues, accounting, real estate and wealth management. Gerald’s reputation for solving problems and giving honest, effective advice has resulted in strong relationships and loyal clients. He is a member of the American Institute of CPAs and the California Society of Certified Public Accountants.
Many of our clients have been with Erickson and Associates for decades, and it is a source of great satisfaction that we enjoy such close and lastingÂ partnerships with them. IfÂ you are looking for a firm offering exceptional levels of expertise and service, we would be delighted to hear from you.