Financial Planning and Consulting Services
Since 2001, The Ray Group’s financial planning and consulting services have been built on decades of experience, industry knowledge, and a commitment to personalized client support. We take the time to understand each client’s business, financial goals, and evolving challenges while staying current with changing tax laws and accounting regulations. By developing long-term relationships and gaining insight into the industries we serve, we deliver customized financial strategies and consulting solutions designed to provide lasting value and confidence.
Tax Preparation & Planning
Dedicated accounting firm in Temecula, CA helping individuals, corporations, estate and non-profit with tax preparation and tax planning.
Accounting
Bookkeeping, payroll processing, sales tax, business property statements, general ledger and financial statement preparation and review.
Financial Reporting & Assurance
Interpretation, preparation and certification of publicly disclosed financial and other data including review, compilation and write-up.
Business Consulting
Includes corporate tax planning, entity selection and restructuring. Plus, annual corporate management, as well as succession planning.
IRS Representation
Support and services provided includes offers in compromise, audit representation, innocent spouse and representation in tax court.
QuickBooks Assistance
We’ve seen it all, don’t worry. Professional and dedicated accounting team providing personal training, initial set up assistance and support.
Estate & Trust Planning
Formation, amendments and modifications, tax planning strategy, fiduciary assistance including bookkeeping and financial reporting.
Retirement Planning
Services include determining time horizons, estimating expenses, calculating required after-tax returns, assessing risk tolerance, and more.