Personal Tax

Save money on your taxes. Contact the Cain Advisory Group. They have the experience and know how to save you money.

Personal Tax

Can you help me save money on my taxes?

Many individuals and small business owners have told us they’ve made business decisions without realizing the tax implications up front. As a result, they’ve made mistakes or been unaware of tax strategies that could have saved them thousands of dollars 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?

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.

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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

“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 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

“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.

“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.