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.

How To File A Tariff Refund Claim for Your Inland Empire Business

 Key TakeawaysAs of April 20, 2026, the Consolidated Administration and Processing of Entries (CAPE) tool is the exclusive electronic system for reclaiming IEEPA tariff duty payments. Importers must have an active ACE Secure Data Portal account and an...
Read More

Does the Tariff Refund Process Apply to My Inland Empire Business?

 Key TakeawaysOnly the Importer of Record (IOR) or an authorized customs broker can claim a refund. If a carrier like UPS or FedEx is the IOR, you must coordinate with them rather than filing directly with the CBP. Refunds are exclusively for IEEPA-related...
Read More

The 2026 Business Mileage Rate vs The Standard Expense Method For Your Inland Empire Business Vehicles

 Key TakeawaysThe IRS business rate for 2026 is 72.5 cents per mile, a 2.5-cent increase from the previous year. To keep your options open, you must choose the standard mileage method in the first year your vehicle is used for business. If you start with...
Read More

Common Bookkeeping Mistakes That Make Tax Filing Harder For Inland Empire Business Owners

 Key Takeaways Missing documentation shifts the burden of proof to you. Without a receipt or digital log, the IRS can legally disallow business deductions, resulting in higher taxable income and unexpected penalties.Commingling personal and business funds is...
Read More

Remote vs In Person Work Setup for Inland Empire Employers

 Key TakeawaysRemote work can lower overhead, expand your hiring pool, and improve flexibility. But it can also create multi-state tax and payroll compliance issues. In-person work can improve training, supervision, and team cohesion, but it often comes with...
Read More

How Long Can Employers Keep Employee Records? A Record Retention Guide for Inland Empire Small Business Owners

 Key TakeawaysHow long you keep a document depends on what it is, which law applies, and sometimes your state’s rules as well. A practical baseline is to keep general personnel records for at least two years, payroll tax records at least four years, benefits...
Read More

Customer Relationship Management Tools List For Inland Empire Small Business Owners

 Key TakeawaysA CRM (Customer Relationship Management) tool centralizes leads, customer communication, and deal tracking in one platform. Most small businesses need a CRM when manual tracking leads to missed follow-ups or a lack of visibility into sales...
Read More

The Best Time Management Software for Your Inland Empire Small Business

 Key TakeawaysEffective time management is about implementing scalable systems that reduce administrative friction, not micromanaging employees. Most businesses struggle in one of three specific areas: project management, time tracking, or...
Read More

How to Choose Payroll Software for Your Inland Empire Small Business

 Key TakeawaysThe best payroll software for a small business is the one that fits your worker mix, pay schedules, compliance needs, and how you expect the business to grow. At a minimum, your payroll system should automate calculations, support direct...
Read More

What Accounting Software Should I Use For My Inland Empire Business?

 Key TakeawaysThe “best” accounting software is the one that matches your workflows, integrates cleanly with your other systems, and can grow with you. Integration quality matters more than feature quantity. If data doesn’t sync cleanly, your books won’t be...
Read More

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

Let Us Help:

Contact Us

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.