Tax Preparation Services San Diego & National

Are you familiar with all the Tax implications? 

Sadly, individuals and small business owners have told us they’ve made business decisions without realizing the tax implications upfront. As a result, they’ve made mistakes or been unaware of tax strategies that can save them thousands each year.

We have many case studies that illustrate the problem. Consider the case of a business owner who called us for a tax analysis rather than buying a ‘DIY’ tax software program. Our team spotted a $3,000 savings in favor of the client. How?

Cain Advisory Group’s personalized Tax Management Plan provides entity tax returns, sales tax (BOE) returns, and personal/personal property tax returns. Our ‘road map’ includes a two-year tax analysis; current tax year projections for business and personal tax liabilities; and tax savings recommendations.

This Tax Management Plan tracks progress quarterly and includes personal planning sessions with our team. The result: no tax surprises and proactive financial advice.

Small Business Tax Preparation Services San Diego

Clients who invest in a customized package receive analysis; a pro-forma of sales and profits; tax implications and reduction recommendations; task checklists, and action items. Also, our clients get monthly updates on how new laws may affect their planning and quarterly check-ups for maximum efficiency.

Additional Related Services Include: Trust planning, business advisor consulting, bookkeeping services, and small business payroll management.

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