Robertson & Associates, CPAs Located in Lakeport & Ukiah

04/28/2026

In the month of April, we celebrated the following employee work anniversary!

Milan - April 21st - 1 year with R&A 🥳

Happy Anniversary Milan! This company thrives because we have employees who care. Congratulations to you on completing your first year with us. Cheers!

04/06/2026

In the month of April, we celebrate the following employees birthday:

Hailey - April 6th 🥳 🎂 🥳 🎉

Wishing you a day filled with laughter, success, and all the little joys that make life brighter. Happy Birthday Hailey!

03/19/2026

In the month of March, we celebrate the following employees Birthdays:

Milan - March 14th 🥳

Madee - March 20th 🎂

Shandy - March 25th 🎉

Marie - March 26th birthday 🎁

Wishing each of you a very happy birthday filled with all of the courage to chase your dreams, the strength to overcome challenges, and the joy of every little victory ✨️

03/09/2026

Something to be aware of!

IR-2026-30, March 5, 2026 — The Internal Revenue Service today announced its annual Dirty Dozen list of tax scams for 2026 that threaten the tax and financial information of taxpayers, businesses, and tax professionals.

02/27/2026

We are a little late to post, but still wanted to give a shout out for employee birthday!

Happy Birthday Edward!

Edward is new to our firm, but has already become a valuable part of our team. We are excited to have you working with us!

Please help us to wish him a Happy Birthday!

02/26/2026

In the month of February, we celebrated the following employees work anniversaries!

Leah - Feb 16th - 9 year with R&A and 35 years in our Ukiah office (previously for Pam Rones) 🥳

Sarah - Feb 17th - 4 years with R&A celebrate 🎊

Thank you both for going above and beyond! This company thrives because we have employees who care. Congratulations to each of you. Cheers to another year!

02/26/2026

https://www.usatoday.com/story/money/personalfinance/2026/02/25/state-estate-tax-shrink-inheritances/88721970007/?utm_medium=email&utm_source=rasa_io&utm_campaign=daily_clips

Some states have estate taxes with low thresholds that many people can reach. Learn which states have them and how they could impact your inheritance.

01/16/2026

Today is John's Birthday! 🥳 🎉 🎊
Our boss, our leader, our friend.
Wishing you a year filled with success, good health, and happiness. Happy Birthday, and thank you for your inspiring leadership.

01/09/2026

Three weeks until the Fourth Annual Lake County Restaurant Expo!

We will be announcing some of the exciting guest speakers in the days ahead.

The Restaurant Expo is a one-day training and networking event focused on providing expert support to new and existing owners of restaurants, food trucks, catering companies, and other food industry businesses, presented by the Lake County Economic Development Corporation (Lake EDC).

Lake County food industry business owners and their staff are invited to attend the Expo on January 26, at the Lake County Campus of Woodland Community College.
Food industry business owners, managers, chefs, and staff will be treated to presentations from industry experts.

Find out more and register for the event here:
https://tinyurl.com/LakeRestExpo2026

01/09/2026