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 - Q1 Email

With the start of the new year, it means it is Time to Think about 2023 TAX Returns!

Our team of experienced tax professionals LOVE to do TAX and are ready to receive your source documents and get started on your TY2023 tax return.

To ensure your return is filed by the April 15th deadline, please provide your source documents to us no later than April 1st. Documents received after April 1st will automatically be put on extension.

Provide your documents securely using the Smart vault portal:

Log in at my.smartvault.com
Upload source documents to the TY23>Client source document folder
Utilize the tax organizer available in the TY23>Tax organizer folder to review TY22 information and forms to assist with gathering and organizing documents for 2023
Use this Source document list to review documents you may need to complete your return
Use consistent file naming to group certain documents together
Refer to the attached Source Document list to ensure you have the required documents

If you prefer to drop off your documents at one of our office locations, please find the address and office hours below.

2023 TAX TIPS!!

TAX ORGANIZER: Use the tax organizer located in your smart vault portal>TY2023>client tax organizer folder to gather the necessary source documents to complete your return

2023 ESTIMATED TAX PAYMENTS:

To complete your tax return, we will need to know the estimated tax payments that you paid and the date you made those payments.

HEALTH INSURANCE:

If you receive an Advanced Premium Tax Credit, we need to reconcile the credits on your return using the Federal Form 1095-A, 1095-B, 1095-C and/or California Form 3895. Some of these forms may not be mailed till March 1st, so they are easy to miss. When you receive these forms, please upload to the portal to the TY23>client source document folder.

CRYPTOCURRENCIES AND DIGITAL ASSETS:

Did you receive, sell, exchange, gift or dispose of any crypto or digital assets in 2023? The IRS requires a YES or NO answer to these questions on page 1 of your federal tax return. If you mined, bought, sold, sent, received, or disposed of any cryptocurrencies, please include your details with your source documents.

Please feel free to contact us with any questions! We look forward to working with you!

Kind regards,

Brian 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

“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’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

“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.