Services
Services we offer
to better serve you
We guide you through the process of making the best
decisions that secure you a thriving financial future.
Financial Planning
With our process of financial planning, we help business owners and individuals like you stay focused and realize your financial dreams. Our tax firm can help you plan in many areas, including retirement savings, wealth management and protection, debt management, education expenses, estate planning and more. Our financial coaches and support will show you exactly what to expect – not only for this year, but for future years to come.
Payroll Services
With our professional expertise, and existing knowledge of your business, we offer you payroll services of the highest quality. Unlike other payroll services, we ditch the hassle; NO extra fees for W-2’s, payroll compliance or unexpected extras – just a flat monthly fee structure that makes all your dreams come true.
Tax Planning + Preparation
For the last 20 years, we’ve offered grade-A tax planning and preparation services across the country. Our services include business & personal tax planning, individual and corporate income tax preparation, sales tax prep, tax audit relief, and more. With our knowledge, experience, and high level of integrity, we make sure the IRS stays out of your back pocket.
Bookkeeping
We get it: It’s hard to keep up with the multiple aspects of owning a business at times. That’s why we offer bookkeeping, succession planning, advanced and strategic planning so you can focus on what really matters – the growth and success of your business. If you’re a new business owner or thinking of starting a new business, no worries. Our advisory services will ensure your business is structured and hits the ground running!
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.
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
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
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.
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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: 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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