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.

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.

Cain Advisory Group Newsletter

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2022 Q4 Email

2022 – Q4 Tax Update from the Cain Advisory Group

Hello, Cain Advisory Group Clients!

The Cain Advisory Group (CAG) has exciting news! We are thrilled to introduce to you our newest team
members and tax professionals Jay Haney and Ermeca Crawford. Joining the CAG team in October,
combined they have over 40 years of knowledge, expertise, and experience in the world of tax and look
forward to working with all our Cain Advisory Group clients.

Jay Haney is our Senior Tax Manager and is an Enrolled Agent with 30 years’ experience in tax and
accounting. He specializes in IRS representation, Real Estate investing and tax planning, prioritizing asset protection and finding opportunities for tax liability reduction for individuals and business owners alike.

Jay enjoys the complexities of tax and resolving to your tax questions! Feel free to contact Jay by email
at or connect via zoom to discuss your tax questions or concerns.

Ermeca Crawford is an Enrolled Agent with over 14 years in tax and accounting. Her attention to detail
and expert knowledge of tax law ensures that your questions will be answered effectively and
efficiently. Ermeca will be working closely with Jay and Brian preparing tax returns and completing 2022
tax analysis, planning and IRS/FTB notice resolution. Ermeca can be reached at or call 858-277-2122 ext. 215.

Now that the 2021 tax season is officially over, the CAG Team is focused on 2022 tax analysis and
planning. Individual taxpayers and business owners alike have new tax reduction strategies to consider
thanks to the Tax Inflation Reduction Act signed into law this year. For example, updated this year is
Electric Vehicle (EV) credits for both new and used vehicles. If you are interested in buying an electric
vehicle, CLICK HERE to read more about the tax savings available to you.

Let us help you in finding the tax strategies that best suit your tax situation! If you are interested in 2022
tax planning and analysis, contact to schedule a time with your Cain Group

Kind regards,

Brian and the Cain Advisory Group Team

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.


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Success Stories

What our clients say

“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

“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

“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.

“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

“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.

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