Additional Services

Additional “Done For You” Services Our Firm Provides

Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.

If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free to contact us and we’d love to answer any questions you have and help in any way we can.

Financial Planning

Full Financial Planning
Portfolio Analysis
Mutual Fund Review
401K Review

Preparing For The Future

Income Planning
College Planning
Elder Care Planning
Estate Planning

CFPB Small Business Loan Requirements & Your Inland Empire Biz

The 2024 federal tax season has reached its end… well, unless you joined the other 19 million taxpayers and filed for an extension. That’s something we anticipate every year here at Garrett & Associates, CPA. And we’ll be working away the next few...

3 Debt Elimination Steps for Your Inland Empire Small Business

Lots going on this week. Namely…The tax filing deadline is Monday, April 15th. For any of our Riverside County business clients who haven’t yet reached out to us, we can still take you on by filing an extension on your behalf and then managing the filing after. But,...

A New Retirement Plan for Inland Empire Small Business Owners

Well, the U.S. government has decided it can go on spending money – 1.2 trillion dollars to be exact. That means the departments of State, Defense, Labor, Health and Human Services, and Homeland Security are funded, through next September anyway. So the shutdown...

Manage Remote Workers Through I-9 Requirements: A How-To for Inland Empire Businesses

Double-checking is a motto we live by here at Garrett & Associates, CPA. It’s just good sense when you’re dealing with complicated tax code and people’s returns. No one situation is quite the same with our clients. And you can be sure we’re giving your tax...

Why Retain Inland Empire Business Advisors Year-Round

Well, since we’re in full deja vu mode right now with the presidential election bid and this year’s Super Bowl outcome… let’s talk about the Employee Retention Credit… again.Because this week is the deadline for withdrawing ineligible claims — March 22. That’s...

Zero-Based Budgeting in Your Inland Empire Small Business

No business management technique is sacred anymore. And rightly so.In my world, there’s been a trend in recent years with businesses moving away from traditional, fixed budgets towards more flexible approaches. I think that could be said for most tasks within business...

Making Your Inland Empire Business and Tech Work Together

When I see relevant stats that my Riverside County business owner friends should know about, I’m going to share them with you. (You already know I’m a numbers person, after all.)But first, a quick note about the business filing deadline.Namely, that it’s a week and a...

The Nuances of Sales Tax Holidays For Inland Empire Business Owners

Firstly — a quick reminder for those of you working under a corporate status: we gotta file those returns for you by March 15th — so help us help you. Send us anything we've been asking for ... today? :)Second — there are less than 30 days before the ERC withdrawal...

A Failed Business Strategy Tale for Inland Empire Owners

We’re less than a month away from March Madness. The NCAA recently released the tournament schedule with locations, if you’re wanting to see your favorite team play in person. Or you just want to mark it on your home calendar so your family knows you’ll be...

Inland Empire Business Owners, A Big Gmail Update Is on the Way

For a long time, the NFL was hands-off when it came to Las Vegas. They were unwilling to get anywhere close because of the long-time commissioner’s caution about the connections some big NFL names had with well-known mob connections. Commissioner Pete...

How You're Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

Learn more