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Financial Accounting Services

Financial Accounting Services is a full service tax and financial planning firm specializing in tax compliance, wealth management, and wealth protection. We recognize that financial planning is a process, not a product. It’s a process that involves forming relationships, discovering your goals and developing a plan to meet those goals. We work with business owners and individuals to create unique strategies to help keep you focused on reaching your financial dreams.

About Us

Financial Accounting Services

Create wealth through sound financial decisions.

We are a proactive planning tax firm ready to aid you in tax preparation while helping you build, manage and protect your wealth. To us, financial planning isn’t just a product; It’s a process of getting to know you and discovering and reaching your goals faster than ever with foolproof strategies.

Whether you’re a business owner, or an individual seeking debt freedom, our team is laser-focused on helping YOU make your financial dreams a reality.

Financial Accounting Services

Empowering you to make sound financial decisions.

Financial Accounting Services is a full service tax and financial planning firm specializing in tax compliance, wealth management, and wealth protection. We recognize that financial planning is a process, not a product. It’s a process that involves forming relationships, discovering your goals and developing a plan to meet those goals. We work with business owners and individuals to create unique strategies to help keep you focused on reaching your financial dreams.

Tax Planning + Preparation

Skip the complicated tax laws and return-filing. We’ll find every single deduction and credit you’re entitled to. Our tax professional will stop at nothing to ensure you get all deductions you are allowed to take! 

 

Corporate Tax & Business Advice

We help you cover your CPA cost with your annual tax savings. Meet your quarterly corporate tax deadlines with confidence and ease.

Financial Planning

Planning for education expenses? Saving for retirement? Managing your debt? Estate planning? No worries. We’ve got a specifically-tailored strategy for all your financial goals.

Payroll Services

We support a wide range of payment types and schedules, including check printing, direct deposit, tax filings, complete compliance, and more.

Info + Resource Center

Need help? Make your taxes easier with our tools, information, and help from our experts. We’re only a phone call or email away!

Bookkeeping

We’ll take the tedious tasks off your plate, so you can focus on what really matters – running your business and generating profits.

Profit First Certified

Any accountant can do your taxes. But how many accountants will also drive profitability in your business? That’s what we do! We are a Profit First certified firm. Our team is trained and certified by the Profit First Professionals organization to guide business owners and entrepreneurs in maximizing their profits. We will guide you with the methods to greatly increase the profitability of your business. 

Click below for a profitability assessment and profit strategy guide. This service is completely free and by the end of our discussion you will be well equipped to boost your profits (fast).



We have worked with Nicole for the past several years. She is a pleasure to work with, very professional with great insight. I would absolutely suggest you speak with her if you are looking for someone to supply accounting and/or bookkeeping services. I believe your search will end after speaking with her.

 

Rick Wessels 

The Bike Shop

Financial Accounting Services
2019-02-25T11:13:21+00:00

Rick Wessels 

The Bike Shop

We have worked with Nicole for the past several years. She is a pleasure to work with, very professional with great insight. I would absolutely suggest you speak with her if you are looking for someone to supply accounting and/or bookkeeping services. I believe your search will end after speaking with her.  


Fred is forward thinking and proactive in identifying the needs of his clients and preparing their businesses to grow and profit. I highly recommend him.

 

Lori D. Marruffo

Virtual Outsourcing Solutions

Financial Accounting Services
2019-02-25T11:14:25+00:00

Lori D. Marruffo

Virtual Outsourcing Solutions

Fred is forward thinking and proactive in identifying the needs of his clients and preparing their businesses to grow and profit. I highly recommend him.  


The staff at Financial Accounting Services are helpful and knowledgeable. I trust them with all my financial needs. Nicole has given us great customer service and advice on our business and personal accounts. Our taxes are always done in a timely matter, and we are always blessed. My husband and I attended the class that FAS held for finances, this was very helpful. Love this company and the staff!

 

Hope S.

Yelp! Review

Financial Accounting Services
2019-02-26T09:40:56+00:00

Hope S.

Yelp! Review

The staff at Financial Accounting Services are helpful and knowledgeable. I trust them with all my financial needs. Nicole has given us great customer service and advice on our business and personal accounts. Our taxes are always done in a timely matter, and we are always blessed. My husband and I attended the class that FAS held for finances, this was very helpful. Love this company and the staff!  
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Financial Accounting Services

Watch Our Video

Financial Accounting Services Video

Watch our video to learn about our passion for helping our clients reduce their tax related stress.  We embolden our clients with knowledge so they feel comfortable and confident when tax time comes around.  

Latest News

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Moving Out of State? Consider All Taxes!

If you’re considering moving to a different state, taxes in the new state may be the deciding factor—especially if you expect them to be lower. Consider All Applicable State and Local Taxes If your objective is to move to a lower-tax state, it may seem like a...

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Temecula Assist – Small Business Grant Programs

The city of Temecula has authorized relief funds totaling $499,000 with $329,000 of the total funding coming from from the U.S. Department of Housing and Urban Development (HUD) and the remaining $170,000 coming from the City’s general fund. The program is intended to...

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New Paycheck Protection Program (PPP) Loan Guidance

Listen in as Nicole Albrecht & Rob Britton discuss the latest guidance released about the Paycheck Protection Program (PPP) loan and how it can be used! In this video you’ll learn: • When you should start tracking and using the money • What is considered a...

read more

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Schedule a sitdown with one of our tax professionals so we can maximize your refund while minimizing your liability!

All investment management and financial planning services are offered through TCG Advisory Services LLC (“TCG Advisors”) which is a registered investment advisor regulated by the U.S. Securities and Exchange Commission (SEC) subject to the Rules and Regulations of the Investment Advisor Act of 1940, and is a part of TCG Group Holdings, LLP. Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. TCG Advisor's main corporate offices are located in Austin, Texas and a copy of its Form ADV Part 2 is available upon request. This website is not authorized for use as an offer of sale or a solicitation of an offer to purchase investments. This website and any related content is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. 

Past performance may not be indicative of any future results. No current or prospective client should assume that the future performance of any investment or investment strategy referenced directly or indirectly in or through this website will perform in the same manner in the future. All investing involves risk and investors may experience positive or negative growth. Nothing in this website should be construed as guaranteeing any investment performance. This website may contain forward-looking statements and projections that are based on TCG Advisors' current beliefs and assumptions on information currently available that TCG Advisors believes to be reasonable; however, such statements necessarily involve risks, uncertainties, and assumptions, and prospective investors may not put undue reliance on any of these statements.  

Financial Accounting Services and TCG Advisory Services, LLC, and its related companies, are not affiliates of each other. 

*Rob Britton and Matthew J. Anderson are Senior Wealth Advisors with TCG Advisors.

**Nicole Albrecht is an investment advisor representative offering investment advice, financial planning and related services through TCG Advisors.

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Contact

TEMECULA
41635 Enterprise Circle North, Ste. A
Temecula, CA 92590

Phone: (951) 719-1515
Fax: (951) 719-1518

Email: nicole@taxmanfred.com

 

 

 

SAN DIEGO
9255 Towne Centre Drive, Ste. 805
San Diego, CA 92121

Phone: (858) 203-1310

Email: nicole@taxmanfred.com

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