FORMS CENTER|Financial Accounting Services

Forms Center

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

2018 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.

2018 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”.

Free Quote

Join Our Newsletter

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

Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment Management Solutions (IMS) Platform fee-based asset management accounts offered through 1st Global Advisors, Inc. All other investment management and financial planning services are offered through Reason Financial. Reason Financial and 1st Global are unaffiliated entities. We currently have individuals licensed to offer securities in the states of Alabama, Arizona, California, Colorado, District of Columbia, Florida, Illinois, Indiana, Kansas, Maine, Massachusetts, Michigan, Nevada, New Mexico, New York, Oklahoma, Oregon, Tennessee, Virginia, Texas, and Washington. This is not an offer to sell securities in any other state or jurisdiction. Insurance services offered through 1st Global Insurance Services, Inc. CA Insurance Steven W. Pollock #OE98073, Sean P. Storck #OF25995, Nicole Albrecht #0F99962, Matthew Anderson #0F21959.

* Nicole Albrecht is a financial advisor offering securities through 1st Global Capital Corp Member FINRA, SIPC and investment advisory services through 1st Global Advisors Inc.

Financial Accounting Services does not hold itself out as a CPA firm.

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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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