For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Planning

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

What’s My Inland Empire Partnership or S Corp Tax Filing Deadline?

 Key TakeawaysThe Partnership and S Corp tax filing deadline is Monday, March 16, 2026. These returns don’t calculate tax owed by the business. They generate Schedule K-1s for the owners. You cannot accurately file your personal return without your...
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TurboTax vs Tax Preparer: How Should I File My Inland Empire Business Taxes?

 Key TakeawaysDIY tax software can work for very simple, low-income businesses, but it assumes you already know how to classify transactions and identify tax opportunities. A tax preparer makes sure expenses, credits, and entity decisions are handled legally...
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What Do I Need to Bring To My Tax Appointment With My Inland Empire Accountant?

 Key Takeaways Personal and business identification details, including Social Security numbers and business IDs Complete income records Documentation that supports deductions, credits, and major purchases Proof of tax payments already made...
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What’s The Last Date For Employers To Send Out W-2 Forms to Inland Empire Employees?

 Key TakeawaysW-2s and 1099-NECs must be sent to workers by February 2, 2026 (for the 2025 tax year). Those same forms must also be filed with the government by February 2, 2026, whether you file electronically or on paper. If you file 10 or more total...
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How Many KPIs Should You Have For Your Inland Empire Business?

 Key TakeawaysYou only need 5–9 true KPIs for effective 2026 planning. KPIs should connect directly to a specific financial or strategic goal. Too many KPIs dilute focus and slow decision-making. The right KPIs help you act earlier, not just...
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Season’s Greetings From Garrett & Associates, CPA

Season’s greetings from the Garrett & Associates, CPA team. For you and me both, this week can feel like a blur – trying to finish out last-minute year-end tax moves while making sure the books are wrapping up nicely. And while it’s rather fast-paced...
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What Are The Year-End Tax Moves to Make Now For Inland Empire Business Owners?

 Key TakeawaysIt is not too late to create meaningful tax savings before December 31, but the remaining moves are very timing-sensitive. Low-cost, in-stock equipment and supplies are the most realistic last-minute purchases that can still be deducted this...
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Big Beautiful Bill Details Inland Empire Business Owners Might Have Missed

 Key Takeaways The more favorable EBITDA-based business interest deduction limit is back for your 2025 tax year. (New restrictions are coming in 2026.) New R&E rules aren’t automatic. Retroactive benefits for 2022–2024 require elections, deadlines,...
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What Payroll Checklist Steps Do Inland Empire Business Owners Need to Complete Before December 31?

 Key TakeawaysVerify all business and employee information early. Even small errors in EINs, addresses, or Social Security numbers can create big filing issues. Review 2026 compensation rules now. State and local minimum wage increases and the Social...
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Inland Empire Small Business Holiday Expenses: What Can I Deduct On Taxes?

 Key TakeawaysCompany-wide holiday parties for employees are generally 100% deductible, as long as they’re not exclusive to owners or managers. Meals with clients are typically only 50% deductible, and entertainment remains 0% deductible. Employee gifts...
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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!

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Customer Stories

Willie Hamilton

Wow. I got my tax refunds within a week of filing. Great job.

Tobias Desjardins

Over the last decade, Garrett and Associates has helped me navigate the growth of my small business with tax filing and planning services that have saved me thousands of dollars and put my mind at ease.If you are looking for top notch tax advice at a price that a small business owner can afford, I highly recommend Ursula Garrett and her team.

Omar Munoz | Quality Dental Supply Co.

Garrett & Associates, CPA was extremely helpful in organizing our accounting and getting a hold of our books. They provided great support when asking for accounting advice and immediate responses to important emails. Wonderful service!

Mille Bon Lait

Deeply appreciating our competent, no, brilliant, and ethical accountant of a decade now. Ursula works in California and has a very successful company in the Hemet area. She made a huge difference in our lives one year by asking what a "bonus" was on a pay check. It was royalties being recorded as payroll bonus'. Huge difference it made when we asked the payee to acknowledge they were responsible for royalties. I can't begin to tell you. She is also a marvelous person and friend. If you live in California and need an accountant, your taxes done, investment advice of any kind, she is IT!

Tobias Desjardins

Over the last decade, Garrett and Associates has helped me navigate the growth of my small business with tax filing and planning services that have saved me thousands of dollars and put my mind at ease.If you are looking for top notch tax advice at a price that a small business owner can afford, I highly recommend Ursula Garrett and her team.

Murrieta, CA

Ursula and her staff take the pain out of watching the numbers, so I can do what I do best - sale my services.