About Us

Get to Know the
People serving you.

Empowering YOU to make sound financial decisions

Financial Accounting Services is a full service tax and financial planning firm. Our roots trace back to 1995 when our doors opened in the Temecula Valley. Now, 21 years later we are proud to say we have grown into an innovative, trusted firm specializing in tax compliance, wealth management, and wealth protection. Our team includes four Enrolled Agents, two Certified Tax Coaches and Steve Pollock, Matt Anderson, and Sean Storck are CERTIFIED FINANCIAL PLANNER professionals all trained to give you the best advice possible when it comes to your finances.

At F.A.S., we recognize that financial planning is a process, not a product. It’s a personal process that involves discovering your goals and developing a plan to meet those goals. It is our passion to work with business owners and individuals to create a unique program to help keep you focused on realizing your financial dreams.

Our commitment to Integrity, Teamwork, and Excellence are just some of the ways we express the value we place on clients.

Meet Our Team

Get to know the Financial Accounting Services staff!  We look forward to discussing how we can help you with your financial needs.

Fred Karma, EA, CTM, MBA

Founder

Mr. Fred Karma is the founder of Financial Accounting Services. He has been in business since 1986. He focuses on tax planning and helping small to mid-size business owners. Mr. Karma holds a Bachelors Degree and a Masters Degree in Business Management & Accounting.

To keep up with the changes, Fred is a member of the National Society of Enrolled Agents, National Society of Accountants, and a Certified QuickBooks Pro-Advisor®. Fred is an Enrolled Agent licensed to practice before the IRS. Mr. Karma resides in Temecula, California with his wife and 3 children.

Nicole Albrecht, EA, CTC

Partner*

At only age 18, Nicole Albrecht was already a struggling single mom. Financial strain and tough parenting decisions were a constant burden. Her personal goal to further her education was regularly challenged. Through unwavering grit and determination, Nicole fought through every obstacle to achieve career success and financial peace.

Thanks to mentorship from her business partner and coaching from some of the nation’s top business leaders, Nicole Albrecht has excelled in her industry. She is the Managing Partner of Financial Accounting Services. Nicole has enjoyed helping business owners create tax and financial strategies to improve business processes and profitability.

Nicole is an active participant in the community. She was awarded Temecula Citizen of the year in 2012 and Volunteer of the year for 2013. Recently, she was awarded Temecula’s Joan Sparkman Unity Award. Along with her team, she actively leads Financial Peace University, a course designed to teach individuals and families get out of debt and start saving. Financial Guru, Dave Ramsey, has endorsed Nicole Albrecht as Temecula Valley’s #1 Tax Expert.

Nicole’s vision is to help provide hope and inspire change so that others learn to live modestly, leave a legacy and help change the world.

Vicky Assadourian

Director of Operations

Mrs. Vicky Assadourian is the Director of Operations at Financial Accounting Services. She has been with the firm since 2008.  She assists Fred and Nicole with preparing necessary documentation, along with assisting client needs among other critical roles throughout the office.  She also assists the administrative team with their day to day operations. Vicky is a Certified Registered Tax Preparer (CRTP) and a Certified QuickBooks Pro-Advisor®.

Vicky currently resides in Menifee, California with her husband and two sons.

Brittany Lopez

Director of Payroll and Bookkeeping Operations

Mrs. Brittany Lopez is the Director of Payroll and Bookkeeping Operations at Financial Accounting Services. She has been with the firm since 2016.  Brittany is responsible for payroll administration, implementations, and payroll reporting. She is also responsible for preparing monthly, quarterly, and annually bookkeeping and reconciliations for individuals and businesses. She also assists clients with their tax needs along with assisting the administrative team with their daily tasks. She has her Bachelor of Art in Criminology and Justice Studies.

Brittany currently resides in Menifee, California with her husband and son.

Steven Hamilton, EA

Enrolled Agent

Steve Hamilton is an enrolled agent (EA) and has an MBA from Indiana University – South Bend and an undergraduate degree from Purdue University. He has over 20 years of experience in operations management, budgeting and financial planning. Steve has over 12 years of experience in preparing individual income tax returns.

Steve and his wife moved to southern California in 2003. They have a son, daughter-in-law and two grandchildren living in Seattle and another son living in the Washington, DC area.

Rob Britton, CFP®, CFA

Senior Wealth Advisor

Rob Britton has joined FAS with over fifteen years of investment experience. Rob’s interest in investments is rooted in his desire to help ordinary people make smart choices and look forward to retirement instead of stressing about it. Rob is focused on fully understanding each of his client’s unique circumstances and giving advice in plain language.

Prior to joining TCG, Rob was a Portfolio Manager at WFA Wealth Advisors and Wells Fargo Private Bank. Rob was also a member of the Private Bank’s equity research team where he was responsible for analyzing and recommending companies in the financial technology sector.

He holds the Chartered Financial Analyst and Certified Financial Planner® designations. Rob is a member of the CFA Society of San Diego and previously served on the board of the San Diego chapter as Chair of University Relations. Rob graduated from San Diego State University with a B.A. in International Economics.

Rob and his amazing wife Lacey reside in the Temecula Wine Country and are parents to three daughters Kennedy, Dylan and Taylor. In his free time Rob enjoys fishing, cooking, playing tennis and tending his year-old grape vines in hopes of someday making his own wine!

Matthew J. Anderson, CFP®, AIF®, EA

Senior Wealth Advisor

Matt Anderson is the Senior Wealth Advisor at TCG Advisory Services and Financial Accounting Services. Before joining FAS, Matt was the Senior Advisor of Wealth Management Consulting at 1st Global in Dallas TX. He has over 14 years financial services industry experience, including financial and tax planning, business development, investments, trading, education and insurance.

Matt has held positions with both major publicly traded investment firms as well as family offices. He is also an adjunct professor of financial planning and investment markets at The University of California, San Diego (UCSD).

He is a CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary, as well as an Enrolled Agent who may represent taxpayers before the IRS. Matt attended undergrad and grad school at San Diego State University (SDSU) as well as extended studies at Oxford University.

 In Matt’s free time he enjoys traveling, cooking, playing golf and spending quality time with his beautiful wife Jenny and strapping young boys Connor and Finn. 

Nathan Camara, EA

Tax Preparer

Nathan Camara joined the Financial Accounting Services team in 2016. He is one of the tax preparers in the office who specializes in individual and s-corporation tax returns. He has lived in the Temecula area since 2007. He resides in Murrieta, California with his wife. He holds a Bachelor’s Degree in Accounting from Ashford University/University of Arizona and is an Enrolled Agent with the IRS.

Since graduating, his accounting skills have been applied in the areas of manufacturing, transportation, retail, real estate and other service-based companies. In addition to preparing income tax returns, Nathan assists with preparation of financial statements and taxpayer representation.

Evelyn Medrano

Tax Preparer

Evelyn Medrano focuses on corporate and personal tax returns. She works directly with Fred and assists him with preparing tax returns for his clients. Evelyn has been part of the FAS family for three years.

She resides in Perris, California with her husband and two children, originally from Long Beach, California.



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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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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