Defensible, never aggressive
Every position we take is one we would be comfortable defending in an examination — because we are the ones who would defend it. We turn down work that depends on positions we do not believe in.
About the firm
A tax firm built around the eleven months that are not April
TM Tax Advisors is the tax, accounting and business advisory practice of T&M Business Advisors, LLC — Enrolled Agents licensed by the U.S. Department of the Treasury, based on West 5th Street in Azusa.
Enrolled Agents
Licensed by the U.S. Department of the Treasury to represent taxpayers before the IRS.
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.
Where we came from
The firm was founded by Tania Herbert, who has spent nearly two decades working with California business owners. TM Tax Advisors and Herbert Financial Group share leadership, staff and standards: TM Tax Advisors handles tax, accounting and business advisory; Herbert Financial covers the wider wealth, insurance and estate planning work. Clients who need both are served by the same people.
The Azusa office exists because the San Gabriel Valley is full of the kind of business we are built for — contractors, restaurants, trucking, property, clinics, agencies — run by owners who are very good at what they do and who have been poorly served by accountants who only ever sent them a return.
What makes this different
Most tax firms are structured around one busy season. Work arrives in February, is processed at volume, and the relationship goes quiet until the following year. It is an efficient way to run a preparation shop. It is a poor way to reduce anybody’s tax.
We are organised the other way round. Bookkeeping closes monthly on a published calendar. Planning happens in the autumn, while decisions can still be changed. Quarterly check-ins keep the projection honest. And when a notice arrives, it is answered by the person who prepared the return — at no additional charge on work we did.
It is a slower, more involved way to work, and it is why we take on fewer clients per accountant than a volume shop does.
At a glance
19+Years of practice
13Services in-house
20People on the team
8Languages spoken
How we work
Six things we hold to
Not a values poster. These are the decisions we actually make differently because of them.
Plain language, always
If you leave a meeting unable to explain your own tax position to your spouse or your business partner, we have not done our job. Jargon is usually a sign that someone has not thought it through.
Proactive, not reactive
Filing a return tells you what already happened. We would rather spend an hour in October changing the outcome than an hour in April explaining it.
Fixed fees, agreed first
You approve the scope and the number before work begins. No hourly meter running while you ask a question, and no invoice that arrives larger than the conversation.
Serving the community we are in
Azusa is a city where most households speak a language other than English at home. Spanish-language service here runs through the whole engagement, not just the first phone call.
Your data, treated properly
Encrypted portal rather than email, access limited to the people working on your file, and a written information security programme as required of tax professionals.
Credentials
What “Enrolled Agent” actually means
An Enrolled Agent is licensed directly by the U.S. Department of the Treasury and holds unlimited rights of practice before the Internal Revenue Service — able to represent any taxpayer, in any state, on any tax matter. It is a federal credential, earned by examination and maintained by continuing education, and it is the only one that specialises exclusively in taxation.
Alongside it we hold California CTEC registration (#A354653), and we have Certified Public Accountants on staff who review complex returns and prepare financial statements.
Enrolled Agents
Licensed by the U.S. Department of the Treasury to represent taxpayers before the IRS.
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.
The people
Who you will actually work with
Tania Herbert
MBA
Chief Executive Officer & Founder
English · Spanish
Andy Hanna
Managing Partner
English · Arabic
Mina Shokralla
Managing Director of Operations
English · Arabic
William Lee
Tax Director
English · Korean
Find us
The Azusa office
1151 W 5th Street, Azusa, CA 91702. Ten minutes from the 210, a short walk from the Metro A Line, and parking outside.
We serve Azusa, Glendora, Covina, West Covina, Duarte, Irwindale and the wider San Gabriel Valley in person — and clients across the country remotely.
Talk it through first
Thirty minutes, no charge, no obligation. We will tell you what we would do and quote a fixed fee before anything starts.
Book a consultationLet’s find out what you should actually be paying.
Thirty minutes with an advisor, at no charge. Bring last year’s return and we will tell you plainly what we would do differently — and what it would cost.