Forms Center

Complete your form. Maximize your refund. Have peace of mind.

2020 Forms

New Individual Client Info Form

Helps us understand a little more about your personal financial situation.

New Business Client Info Form

Helps us understand a little more about your business financial situation.

Tax Prep & Financial Planning Questions

Gets you ready to review and submit taxes with FAS.

Existing Client Update Form

Change of address, contact information, etc.

2020 Complete Tax Organizer

Collects and organizes all your pertinent tax info.

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 + Rescurce 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.

Bonus for

Business Owners

Sign up for our special business owners newsletter and receive a FREE copy of “57 ways to grow your business”.

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

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      Contact

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

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

      Email: megan@taxmanfred.com

       

       

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

      Phone: (858) 203-1310

      Email: sylvia@taxmanfred.com

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