The Advantage Accounting Group was founded by David Fiene, a Yorba Linda based CPA with over two decades of professional experience.
WHAT I DO
I help business owners succeed by using proactive accounting and tax strategies that go beyond traditional accounting and tax services. I don’t just give you the numbers, I analyze what it means to you in terms of your success. I also help individuals with tax preparation and planning.
HOW I DO IT
I don’t just work spreadsheets with hindsight focus. Instead, I partner with you to develop and implement a proactive plan designed to improve profitability, minimize taxes, protect your assets and monitor the plan throughout the year. My expertise and experience as a controller and CFO gives you the full services of a finance department at a fraction of the cost.
WHY IT WORKS
Usually, accountants just prepare your history. I work with my clients to use that history to map out the road ahead so that you minimize taxes, keep profitability on track and ensure your business entity structure is optimally established.
WHO I WORK WITH
I work with small business owners who are growth oriented and ambitious. I help you achieve real, measurable results using my unique approach to being a part of your business beyond just the numbers. I also work with individuals in tax preparation, tax resolutions and tax planning.
I have a feeling I know why you’re reading this right now.
You need more time in your day. Running a business is extremely demanding, and there just isn’t enough time in the day to keep all the plates from spinning out of control. And what you need most right now is more proactive help with your business finances and tax strategy. As soon as possible. In fact, yesterday would have been ideal. Am I close?
We get it. We’ve worked with plenty of businesses who have to cobble together 9 different software programs to keep everything straight, or who just wash their hands of it all and put everything on the credit card … and then try to clean up every year after the fact. And they know that this is no way to properly monitor profit margins, cash controls, account management, tax strategy and all of the myriad components of an effective financial system for a business.
Perhaps this is your story too. Or perhaps you’ve reached a stage of development in your business that you want to pass the baton of accounting to another expert team so your expert team can focus on what they do best: making sales and taking care of customers.
Or are you just starting your business and want to start things off on the right foot?
Whatever the reason, we want you to know that our team has been diligently and effectively taking care of the accounting needs of countless organizations in a wide variety of industries since YEAR FOUNDED—discreetly and expertly handling the ongoing financial management of tax burdens, payroll, bookkeeping, and other comprehensive accounting services while providing expertise in business planning, coaching, and strategic consulting that many businesses need.
Because here’s a certain truth as it relates to taxes and your business: the State and Federal Government would love to have more of your business’ hard-earned money in their accounts. And yes, even though it’s painful, none of us begrudge paying our legal and fair share of taxes. But the problem is that regular business owners, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year.
It doesn’t have to be this way. You don’t have to hand more dollars over to the government than they require, just because you don’t know their rules as well as they do. You don’t have to live in a constant state of anxiety over the state of your books, feeling guilty about the time you should be devoting to keeping your business profitable.
In fact, to help you find answers to your questions, I’ve compiled some resources in the last couple of years, for business people like you, in response to the specific tax and accounting questions I’ve received from my clients.
Click the button on this page to request either of these free reports from us, and we’ll rush your copy to you immediately. Feel free to poke around our site and discover why I’ve been called “The Most Trusted Tax Professional in the Orange and Riverside California Area.
PS–When you grab either of these free reports, we’ll also add you to our weekly email series on “Real World” Strategy (for individuals). Our readers enthusiastically forward these to their friends and peers all the time, and they’re not your standard “tax tips”.
PPS–Already ready to come in?
I don’t blame you…many folks are fed up with the other options out there. Our schedule is very full…but if you call us at (714) 696-8680 or Email Us, we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!
Talk again soon,
David Fiene, CPA
What our Clients are saying
My Son introduced me to This Firm and David , I was really in mess with my taxes ! But it was not long before they came to the rescue and straightened everything out. What a relief that was!. Thank you so much for all your work and understanding not to mention making me comfortable and putting my mind at ease. I am so appreciative for all you have done !Came to the rescue and straightened everything out
If you sell goods online, you are probably aware of the "sales tax earthquake" that rumbled forth from the highest court last week in Washington. In South Dakota v. Wayfair Inc., the court ruled that states and municipalities could now require online retailers to...