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

Current Clients

In San Diego

Completed

2018 Tax Returns

Formed

Businesses

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

“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

“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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