Focus on Growing your Business & Trust the Other Stuff to Us.

Large enough to meet all your financial needs …
Small enough to know your name when you call.

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Legal Services, Advice & Counsel

Accounting, Bookkeeping & Payroll

Tax Management & Preparation

Business & Financial Planning Services

About the Cain Advisory Group

What We Do

The Cain Advisory Group provides customized levels of bundled business solutions that establish and monitor core elements of your business.

Establish internal workflow systems.
Maintain accurate bookkeeping records.
Process payroll and manage taxes.
File and pay your business and individual taxes on time.
Create and implement business and financial plans.
Establish systems to help you track and reach your financial goals.

Our professional management of your vital business services will help you streamline internal systems to reduce taxes, generate greater profitability, and focus on what counts—managing the business as a whole rather than as parts of a whole.

How We Can Help You

Cain Advisory Group has wide-ranging in-house experience coupled with a full complement of services. Working as an integrated team, we help you work on your business rather than in it. As a result, we consolidate core back-end administrative services so management and ownership can spend their time on new business development.

Why the Cain Advisory Group

The Cain Advisory Group is the only San Diego firm that unifies your legal, tax, bookkeeping, accounting and financial planning functions. By bundling your small business needs under one roof, we provide coordinated counsel to expertly manage your back office and increase your profitability.

As the only local law, tax, payroll and business consultancy firm who bundles diverse functions, the Cain Advisory Group is a partner who manages your legal needs; plans and preps your federal, state and local taxes; and provides full bookkeeping and payroll services. The value to you: integrating expert advice with needed back-end administrative functions.

Our Small Business Solutions are designed to give you unified and integrative services—in other words, blending multiple services under one roof and with one team. As a result, we give you one set of collaborative ‘go-to’ partners rather than separate firms housing your consultant, lawyer, tax attorney, bookkeeper and CPA.

Providing coordinated small business legal and business solutions increases your internal communications and profitability while decreasing your overall tax vulnerability.

Cain Advisory Group Newsletter

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2024 - Q3 Email

Happy Summertime!

July and August are perfect to enjoy time off and step away from the worries of tax deadlines! However, September 16th and October 15th will be here before you know it and it is always best to be prepared!

September 16

2024 estimated 3rd quarter payments are due
Deadline to file extended Partnership and S Corporation Returns

October 15

Deadline to file the extended 2023 tax return (from 1040)
Deadline to file extended C Corporation returns

Please note our updated office hours for each location:

4858 Mercury Street, Suite 110, San Diego 92111

Document drop off by appointment only, please schedule with Jill@caingrouponline.com
Tax Appointments, please schedule with Jill@caingrouponline.com

11440 W Bernardo Court, Suite 180, San Diego 92127

Open Monday – Thursday, 8:30 – 4:30 pm
Fridays – CLOSED

If you are on extension, please upload your documents to the portal at my.smartvault.com TY23>Client Source Document folder as soon as they are available! We would like to complete and E file your return well in advance of the October 15th deadline!

Please feel free to contact us with any questions!

Kind regards,

Brian Cain and the Cain Advisory Group Tax Team

ESTABLISHED IN 2004

The Cain
Advisory
Group

COMPLETED

2022 TAX RETURNS

FORMED

BUSINESSES

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Success Stories

What our clients say

“I’ve been a loyal client of Cain Advisory Group for over 13 years! I use them for all my business & personal legal, tax, accounting and consulting needs. You won’t find a more professional, talented, qualified and friendly team anywhere in San Diego…They really do do it all!”

Manny M.
President, M & M Professional Advisors, Inc.

“We have been clients of The Cain Group for over three years for our Corporate taxes and Personal Taxes. They are the best! Professional, responsible, on top of everything, the whole team works in sync with our needs. Always available, offering their guidance to our benefit and are very responsive, we feel like VIP clients. You can’t go wrong with them and since they are like a family business, that’s the way you are treated. For The Cain Group we are their priority and every client is treated with the upmost respect.”

Gianina M.
Owner, LAV Productions, LLC

“I know how to run a business, what I don’t know is all the little things about Tax Planning, Corporations and Cain Advisory Group does all of that for me so that I can focus specifically on my business.”

Dennis S.
Owner, DRFES, Inc., A Lincoln Heritage Life Insurance Company

“Dear Terry and Robyn, We received the hard copy of our taxes…We would like to thank you all and the Cain Advisory Group for such prompt, careful, accurate work we have come to expect from your professional group. Please continue your superior work, we will continue to recommend your group to our friends and family.”

Ralph and June K.
Carlsbad, CA

“Working with the Cain Group to handle my business accounting and tax issues was one of the best decisions I ever made. I run a small business and don’t want the hassle, time wasted and most importantly lack of expertise that would come with me doing it myself. The Cain Group eliminates me wasting my time and lets me focus on my business and growing it. I would highly recommend anyone to sign on with them.”

Dan. W.
President, San Diego Lending Solutions, Inc.