About the firm
A tax practice, and nothing pretending to be one.
TM Tax Advisors prepares returns, keeps books and stands between clients and the IRS. It has done that from an office on West 5th Street in Azusa since 2007 — in English and in Spanish, for the people and the businesses of the San Gabriel Valley.
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
Compliance and representation. That is the whole remit.
TM Tax Advisors is not a wealth manager with a tax department bolted on, and it is not a storefront that opens in February and disappears in April. It is a tax and accounting firm that works the whole year, because most of what actually changes a tax bill happens in the months when nobody is thinking about one.
The people doing the work are Enrolled Agents, licensed directly by the U.S. Department of the Treasury. That licence carries unlimited rights of practice before the Internal Revenue Service: any taxpayer, any state, any tax matter. Certified Public Accountants on staff review complex returns and prepare financial statements, and the firm is registered with the California Tax Education Council.
Where a question belongs to somebody else — a lawyer, an investment adviser, our own sister practice — we say so plainly and point you there. A firm that claims everything is usually good at nothing.
Services in-house
- Individual and business tax preparation
- Tax compliance, including years that were never filed
- IRS and California state representation
- Accounting and financial statements
- Monthly bookkeeping, reconciled and closed
- Payroll, quarterly filings and year-end reporting
- Business formation and entity set-up
CTEC #A354653 · T&M Business Advisors, LLC · Azusa, California
02Where we work
Azusa first, the San Gabriel Valley around it.
The office is on West 5th Street, minutes from the 210 and a short walk from the Metro A Line. Most clients are within a half-hour drive of the front door, and that is deliberate: a valley practice should know the valley.
Azusa
Glendora
Covina
West Covina
Duarte
Irwindale
Baldwin Park
Monrovia
San Dimas
La Verne
Arcadia
Pasadena
El Monte
Rosemead
La Puente
Diamond Bar
Pomona
Claremont
Those are the 18 cities we work in most. We also take on clients in Temple City, Sierra Madre, Altadena, San Gabriel, Alhambra, Hacienda Heights, Walnut, Industry, Whittier and Montebello, and the Enrolled Agent licence is federal — so a client who moves out of state does not have to change accountants to stay represented.
All service areas
In-person appointments at the Azusa office, and remote onboarding for clients who would rather not drive.
03How we work
Four things you can hold us to.
Not a values poster. These are the four places where a tax engagement usually goes wrong, and what we do about each of them.
A fixed fee, agreed before anything starts
We scope the work first and quote a number you approve. No meter runs while you ask a question, and if the scope genuinely changes we tell you what that costs before we do it — not afterwards, on the invoice.
A named accountant, with a senior reviewer behind them
You are not passed to whoever is free that week. One accountant learns your file and keeps it, and a senior reviewer reads the return before it is filed. Two people know your situation, which matters in April and matters more when a letter arrives in November.
A portal, not an email thread
Documents, signatures, invoices and messages go through the TaxDome client portal. We will not ask you to email a Social Security number or a W-2, and we will not email one to you. Everything stays in one place, which is also where you can find it next year.
A reply within one business day
That is the standard the office works to for a call, an email or a portal message — in February as much as in August. If the answer needs research, you get an acknowledgement inside a day and the answer when it is right.
04In Spanish
Spanish here is the whole engagement, not the greeting.
It is easy to answer the phone in Spanish. Plenty of offices in this valley do it, and then send the fee letter, the organiser, the e-file authorisation and the explanation of what you actually signed in English.
That is not service in Spanish. It is a bilingual receptionist. Here you can start in Spanish and finish in Spanish: the first consultation, the questions about your records, the reason a deduction was taken or left alone, the notice that arrives a year and a half later, and the person who answers it.
Between them, the team also works in Arabic, Korean, Mandarin, Cantonese, Hindi, Urdu and Armenian. Every person's languages are listed on their page, so you can see before you call who you would be speaking to.
Full service in Spanish
Full service in English and Spanish — the whole engagement, not just the first phone call.
- The first consultation and the scope of the work
- Fee letters and e-file authorisations, explained before you sign
- Portal messages and document requests
- IRS and state notices, read and answered
05The two firms
Where TM Tax Advisors ends and Herbert Financial Group begins.
The two practices share leadership and share people. They are not the same business, and it is worth being exact about the line between them rather than letting a client find it later.
TM Tax Advisors does tax and accounting: preparation, compliance, bookkeeping, payroll, business formation, and representation when the IRS or the state has a question. Herbert Financial Group does advanced planning and wealth — the insurance, estate and investment side.
If what you need sits on the other side of that line, we will tell you and introduce you. We would rather refer the work than stretch our own remit over it — and you are never obliged to take the introduction.
06The people
Your work has a name on it.
Leadership, the tax practice, accounting, payroll and the people who answer the phone — all of them listed, with their credentials, their languages and what they handle.
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.