Tax Preparation Services
Don’t make costly mistakes. Consult with the Cain Advisory Group to understand the tax implications of what your are planning before your move forward.
Tax Preparation Services
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.
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ESTABLISHED IN 2004
The Cain
Advisory
Group
COMPLETED
2021 TAX RETURNS
FORMED
BUSINESSES
Success Stories
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