Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

We’re happy to help you with any of these services:

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

IRS AUDIT Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

Develop Your Southern California Target Client With These 7 Important Traits

While we're on the subject of what's holding Southern California business owners back... I wrote recently about how too many of my Southern California small business owner clients don't allow themselves the gift of good delegation. It keeps them toiling along with...

The Most Important Factor in Southern California Small Business Valuation

I've heard from many of my Southern California business owner contacts over these last few months, thanking me for the notes that we put together, sending thoughts and questions -- and letting me know that they've sent their friends to see us for their business and...

Five Financial and Tax Strategies For Southern California Small Businesses

It's increasingly clear to all of us that our present "cultural moment" can take a toll on any Southern California person's mind who isn't vigilant. Constant connectedness to those who are (by their very vocation) incentivized to highlight change, chaos and fear is...

Dealing With Angry Customers: A Plan For Southern California Business Owners

As I have been saying to some of my personal tax preparation clients in Southern California, I'm not sure that there is very much that I could say that could add anything to the conversation about what happened last week in Parkland, FL. It seems that every time...

The First Thing You Need To Do

Set it as your personal goal to increase (or start) your household money moving in these directions:

Complimentary Tax Return Review and 2018 TCJA Planning Session for Southern California Businesses

I'm going to take a moment to address you who might NOT be using our services thus far. There's a word or two for current Advantage Accounting Group clients here as well, but allow me to explain. You see, sometimes, you just know you need to make a change, but the...

Tax Paperwork Checklist

Already, we have many, Orange and Riverside California tax clients who have filed, have received refunds and have never been more pleased with their filing experience…

Let’s Talk About Your Business…

But the problem is that there’s a lot of confusion out there about how to grow your business right-with cost-effective, powerful strategies…

Make the Switch to David Fiene And You’ll Receive A Complimentary Tax Planning Session

Look -- I know how hard it is to move from one tax professional in Southern California to another. Which is why I would like to take a minute here to address those who haven't yet made the decision to use our services. After all, we've helped many Southern California...

The Most Likely Reasons Why Small Businesses Fail In Southern California

It's always been hard-scrapping for small business owners in Southern California. We've all heard the old adage: At least 85% and maybe as high as 98% of new small businesses fail before they hit the five year mark. That rate may have been even higher over the past...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!