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!


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”.

    Free Quote

    Join Our Newsletter

    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.



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

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




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

      Phone: (858) 203-1310


      Social Media