We are always striving to add value for you as a client and in light of this we would like to introduce you to several of our new team members at Cain Advisory Group.
Jason Laccone is our new Tax and Accounting Manager. His primary role will be to manage the tax and accounting departments, in addition to conducting tax interviews and preparing tax returns. He is an Enrolled Agent and Certified Financial Planner and as a previous business owner and high level tax preparer will be able to add significant value for you as a client of our firm!
Cheramie Raffield is one of our newer bookkeepers and tax assistant, who comes to us with over 10 years experience in QuickBooks and working with and for small business owners. Her primary role will be to handle bookkeeping entries and provide timely accurate financial reports to our business owner clients. She will also be helping as an assistant for tax preparation during tax season.
Abida Dehlvi is another one of the latest additions to our bookkeeping staff. She has 5 years experience in Accounting. Her primary role presently is to prepare and maintain the books and also providing clients with monthly financial statements.
Dennis Pecheny is our newest bookkeeper. He will be applying his 2 years of experience in QuickBooks working for small businesses in San Diego by assisting our Accounting team handling bookkeeping entries to provide timely and accurate financial reports to our business owner clients.
Just a quick reminder that we are here to help evaluate your mid-year tax needs by providing a complimentary tax analysis, in order to make sure we have time to be proactive with your tax plan. If you would like to discuss this please contact our office at your earliest convenience.