Construction & Trades
Profit hides at the job level. If your accounting stops at the company P&L, you are guessing about which work is worth taking.
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Azusa, California · Enrolled Agents
Your taxes, done properly and filed on time.
Tax returns, business accounting, payroll and IRS representation for families and businesses across the San Gabriel Valley. Fixed fees, agreed before anything starts.
2007
Doing this since
18
San Gabriel Valley cities
EA
Licensed by the U.S. Treasury
9
Languages across the team
Filing record
Status
Form 1040 — federal return
Accepted
CA Form 540 — state return
Accepted
Schedule C — business income
Filed
Form W-7 — ITIN renewal
Submitted
IRS notice — answered by your EA
Response filed
Documents in the client portal
Encrypted
Prepared and reviewed
EA · CTEC #A354653
Enrolled Agents
Licensed by the U.S. Department of the Treasury to represent taxpayers before the IRS, in any state.
CTEC Registered
California Tax Education Council registered preparers — CTEC #A354653.
CPAs on Staff
Certified Public Accountants review complex returns and financial statements.
IRS e-file Provider
Authorised IRS e-file provider — returns filed electronically and tracked to acceptance.
01What we do
The tax and accounting work, and nothing dressed up as more than it is
Returns prepared and filed, books kept current, payroll run, and the IRS answered by someone licensed to answer it. Advanced planning and wealth work sit with our sister practice, not here.
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Individual & Family Tax Preparation
Every return is checked by a second reviewer, filed electronically, and tracked until the IRS and the FTB confirm acceptance.
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Business Tax Returns & Compliance
K-1s flow straight through to the owners without a hand-off — which removes the single most common source of filing errors in business.
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IRS Representation & Audit Defense
Sign a Form 2848 and every letter, every phone call and every deadline becomes ours to manage.
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Back Taxes & Unfiled Returns
Unfiled returns and unpaid balances feel permanent. They are not. Almost every case has a defined, legal path to resolution — the hard part is starting it.
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Liens, Levies & Wage Garnishment
A lien is a claim on what you own. A levy takes it. The difference between the two is usually a letter you had thirty days to answer.
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Business Accounting
Reconciliation, statements, ledger and close — delivered on a published date each month, for less than a part-time bookkeeper costs.
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Bookkeeping & Catch-Up
We rebuild the periods in order, reconcile them properly, and then move you onto a monthly rhythm so it never happens again.
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Payroll Services
Running the numbers is the easy part. Staying on the right side of the EDD, wage orders, sick-leave accrual and worker classification is where employers actually get hurt.
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Business Formation & Entity Selection
The structure you choose in week one decides what you pay in tax for years. We pick it with the numbers in front of us, then file everything that has to be filed.
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S-Corporation Election & Reasonable Salary
We run the numbers first, file Form 2553 inside its deadline, set a salary we can defend on paper, and then actually operate the payroll the election requires.
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California Franchise Tax Compliance
The $800 minimum, the LLC fee, the vouchers that are easy to forget and the returns they attach to — tracked, paid on schedule, and put right when they were not.
02Who we help
We know what your kind of business actually gets asked about
Worker classification in the trades. Cash controls in a restaurant. Depreciation schedules on a rental. The exposure is different in every sector, and generic accounting misses it.
Restaurants & Food Service
Restaurants run on two numbers — food cost and labour cost — and a month-old P&L is far too late to act on either.
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Trucking & Logistics
Cost per mile is the whole business. Everything else is commentary.
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Real Estate & Property
Depreciation, basis and participation status decide the after-tax return — long before the tenant pays rent.
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03How it works
You know the fee before the work starts
No hourly meter, no surprise invoice at the end, and no engagement that begins before you have said yes to a number.
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A free consultation
Thirty minutes by phone, video or at the Azusa office. You tell us what is going on and we listen properly before recommending anything.
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We read last year’s return
Bring the last filed return, plus the books or bank statements if you have a business. We look at what was actually claimed, what was missed, and what is still open.
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A fixed fee, in writing
Scope and price agreed before any work begins. If the scope genuinely changes we stop and re-quote — no invoice ever arrives bigger than the conversation.
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A named accountant does the work
You are assigned one accountant who learns your file, with a senior reviewer behind them. The person who prepared the return is the person who answers the IRS about it.
04In their words
What people say about working with this team
Verified Google reviews for Herbert Financial Group — the sister practice led by the same partners and served by the same team.
05Two practices
One team, two firms — and you are always told which one you are in
TM Tax Advisors does the tax work: individual and business returns, compliance, bookkeeping, payroll and anything involving the IRS, the FTB or the EDD. That is the whole remit, and we would rather be good at it than broad.
Advanced tax planning, wealth, insurance and estate strategy belong to Herbert Financial Group, the sister practice run by the same partners. If your situation needs both, the same people can arrange it — but you are never sold one because you walked in for the other.
06En español
Spanish here is not a courtesy. It is how the work gets done.
Full service in English and Spanish — the whole engagement, not just the first phone call.
Plenty of offices in the San Gabriel Valley put “se habla español” on the door and mean that somebody at the front desk can take a message. Here it means the consultation, the questions about your paperwork, the explanation of what is on your return before you sign it, and the letter that answers the IRS are all handled in Spanish by the people doing the work.
This entire website exists in Spanish for the same reason. Across the wider team we also serve clients in Arabic, Korean, Mandarin, Cantonese, Hindi, Urdu, Armenian.
- Consultations and meetings in Spanish
- Your documents reviewed and your questions answered in Spanish
- Your return explained in Spanish before you sign it
- IRS, FTB and EDD notices read and answered on your behalf
- ITIN applications and renewals (Form W-7) handled end to end
07Questions
The things people ask before they call
If yours is not here, the full FAQ goes further — or just ask us directly and we will answer in plain language.
Book a free consultation — by phone, video or in person at our Azusa office. We look at your last return, understand what you need, and quote a fixed fee before any work begins. If we are not the right fit, we will say so and point you somewhere better.
We quote fixed fees, agreed before work starts, rather than billing by the hour. The figure depends on the complexity of your situation — a single-owner Schedule C is not a multi-state partnership — which is why we look at your actual documents first rather than publishing a price list that would be wrong for most people.
No. Most of our clients work with us entirely remotely through the client portal and video meetings. The office at 1151 W 5th Street is open if you would rather meet in person, and many local clients do.
An Enrolled Agent is licensed directly by the U.S. Department of the Treasury and specialises exclusively in taxation, with unlimited rights to represent taxpayers before the IRS in any state. A CPA is licensed by a state board and covers a broader field including audit and assurance. For tax work and IRS representation the practice rights are identical. We have both on the team.
Treat it as urgent until proven otherwise — most notices carry a 30-day response window, and missing it costs you appeal rights. Send us the letter and we will read it and tell you what it really means, at no charge. Note that the IRS opens contact by mail, never by phone, text or email.
They are two separate practices under the same leadership. TM Tax Advisors does tax preparation, tax compliance, accounting, payroll and IRS representation. Herbert Financial Group does advanced tax planning and the wealth, insurance and estate side. If your situation needs both, the same people can arrange it — but you are not sold one when you came for the other.
08Latest articles
Written by the people who do the work
No recycled newsletter filler — these are the questions clients actually bring us, answered in full.
The dates a California business should have in its calendar
Most penalties we see are not the result of a disagreement with the IRS. They are the result of a date nobody had written down.
LLC or S-corp in California? The break-even is a calculation, not a rule of thumb
Every forum will tell you to elect S-corporation status once your profit hits some round number. That number is made up. Here is the arithmetic that actually decides it — including the California-specific costs that most national advice ignores.
An EDD letter arrived. Here is what actually happens next.
Most California employers who get audited for worker classification did not think they were doing anything wrong. Here is how the process works, what the ABC test really asks, and the decisions that matter in the first week.
Let’s find out what you should actually be paying.
Thirty minutes with an Enrolled Agent, at no charge. Bring last year’s return and we will tell you plainly what we would do differently — and what it would cost.