Individual & Business Tax Preparation
Every return we file is prepared by a licensed professional, reviewed by a second set of eyes, and walked through with you before it is signed. No surprises in April, no letters in October.
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Azusa · San Gabriel Valley · Nationwide
Tax work that earns its fee — not just files your return.
TM Tax Advisors is a tax, accounting and CFO advisory firm in Azusa, California. Enrolled Agents licensed by the U.S. Treasury, CPAs on staff, and a team that works your numbers all year — not for six weeks in spring.
19+
Years in practice
EA
IRS representation rights
8
Languages spoken
Fixed
Fees, quoted up front
Enrolled Agents
U.S. Dept. of the Treasury
U.S. Dept. of the Treasury
Unlimited rights to represent taxpayers before the IRS, in any state. CTEC registered · #A354653
Enrolled Agents
Licensed by the U.S. Department of the Treasury to represent taxpayers before the IRS.
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.
Why people call us
Most people do not change accountants because something went wrong.
They change because nothing was ever proposed. The return arrived, the fee was paid, and nobody ever said “here is what we would do differently next year.”
We are built the other way round. Planning happens while the year is still open, bookkeeping closes on a schedule you can set a watch by, and if a letter arrives from the IRS, the person who prepared the return is the person who answers it.
Sound familiar?
- You only hear from your accountant in March, and only about paperwork.
- Nobody has ever shown you what your entity structure actually costs you.
- The books are behind, and the longer it goes the worse it feels.
- A notice arrived and you are not sure whether it is serious.
- You are paying tax on profit you never saw as cash.
- You want the numbers explained in English, not in jargon.
If more than one of these is true, a thirty-minute call will probably be worth your time.
What we do
One firm for the whole financial side of your business
Tax, accounting, payroll and advisory under one roof — which means the numbers on your return, your books and your forecast are always the same numbers.
Proactive Tax Planning & Strategy
Planning is the part of the work that actually moves the number. We model your year while there is still time to change it — and show you, in dollars, what each decision is worth.
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IRS & California FTB Representation
An Enrolled Agent holds unlimited rights of practice before the Internal Revenue Service. Sign a Form 2848 and every letter, every call and every deadline becomes ours to manage.
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Bookkeeping & Monthly Close
Reconciled every month, closed on a schedule, and delivered with a short note explaining what changed. Not a shoebox reconstructed in March.
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Payroll & Worker Classification
Running payroll is the easy part. Staying on the right side of the EDD, wage orders, sick-leave accrual and worker classification is where employers actually get hurt.
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Business Formation & Entity Structuring
The entity you register and the way it is taxed are two separate decisions. Most people make only the first one, and pay for it every year afterwards.
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Outsourced CFO & Financial Advisory
Forecasting, margin analysis, pricing and capital decisions — the work a full-time CFO would do, scaled to a business that does not need one full time.
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How it works
Four steps, and you know the fee before step two
No hourly meter, no invoice that arrives bigger than the conversation. You approve a fixed fee before any work starts.
01
A real conversation
Thirty minutes, free. Bring last year’s return. We look at what is actually happening and tell you what we would do.
02
A fixed quote
Scope and price in writing before anything begins. If we do not think we can add value, we will say so.
03
Onboarding that works
Secure portal, a checklist built for your situation, and a named accountant who learns your business.
04
All year, not one month
Monthly close, quarterly check-ins, planning in the autumn while there is still time to change the outcome.
Who we help
We know what your industry actually gets audited for
Generic accounting advice is worth roughly what it costs. These are the sectors we work in most, and the specific things that go wrong in each one.
Construction & Trades
Profit hides at the job level. If your accounting stops at the company P&L, you are guessing about which work is worth taking.
How we help
Restaurants & Food Service
Restaurants run on two numbers — food cost and labour cost — and a month-old P&L is far too late to act on either.
How we help
Trucking & Logistics
Cost per mile is the whole business. Everything else is commentary.
How we help
Real Estate & Property
Depreciation, basis and participation status decide the after-tax return — long before the tenant pays rent.
How we help
Local, and not only local
Based in Azusa. Working with clients across California and the country.
The office is on West 5th Street, ten minutes from the 210 and a short walk from the Metro A Line. Most clients work with us remotely — but plenty still prefer to sit down with a person.
Our Enrolled Agents are licensed federally, so we file and represent clients in every state. And because Azusa is the community we work in, Spanish-language service runs through the whole engagement — not just the first phone call.
Serving
Also serving El Monte, Rosemead, Temple City, Sierra Madre, Claremont, Pomona, Diamond Bar, Walnut and the wider San Gabriel Valley.
In clients’ words
What people say about working with this team
Verified Google reviews for Herbert Financial Group — the sister practice led by the same partners and served by the same team.
“I had a fantastic experience working with the team at Herbert Financial Group. Andy Hanna, Tania Herbert, and Theo Minassian were all incredibly helpful, friendly, and knowledgeable.”
“I can't say enough great things about my experience with her financial group. Tania and Theo were absolutely amazing.”
“Andy was super helpful in finding me a last minute appointment! I had called and let him know that my previous tax preparer had made me feel very uncomfortable so I had THREE DAYS to find somebody to file my taxes.”
“Great service with my personal and self employed taxes. I was able to save money compare to other tax companies.”
“Herbert Financial have been extremely efficient and helpful to myself and my business.”
“Andy with Herbert Financial was ready to help and support my sister and I with the business's finances.”
The people
You will know who is doing your work
A named accountant, a senior reviewer behind them, and a partner accountable for the engagement. Nobody is routed to whoever answers the phone.
Tania Herbert
MBA
Chief Executive Officer & Founder
English · Spanish
Andy Hanna
Managing Partner
English · Arabic
Mina Shokralla
Managing Director of Operations
English · Arabic
Rahul Ramchandani
Senior Accountant
English · Hindi
Insights
Written by the people who do the work
No recycled newsletter filler. These are the questions clients actually ask us, answered properly.
The dates a California small business should have in its calendar
Most penalties we see are not the result of a disagreement with the IRS. They are the result of a date nobody had written down.
LLC or S-corp in California? The break-even is a calculation, not a rule of thumb
Every forum will tell you to elect S-corporation status once your profit hits some round number. That number is made up. Here is the arithmetic that actually decides it — including the California-specific costs that most national advice ignores.
An EDD letter arrived. Here is what actually happens next.
Most California employers who get audited for worker classification did not think they were doing anything wrong. Here is how the process works, what the ABC test really asks, and the decisions that matter in the first week.
Questions
The things people ask before they call
If yours is not here, the full FAQ goes deeper — or just ask us directly.
Book a free consultation — by phone, video or in person at our Azusa office. We look at your last return, understand what you need, and quote a fixed fee before any work begins. If we are not the right fit, we will say so and point you somewhere better.
We quote fixed fees, agreed before work starts, rather than billing by the hour. The figure depends on the complexity of your situation — a single-owner Schedule C is not a multi-state partnership — which is why we look at your actual documents first rather than publishing a price list that would be wrong for most people.
No. Most of our clients work with us entirely remotely through the client portal and video meetings. The office at 1151 W 5th Street is open if you would rather meet in person, and many local clients do.
An Enrolled Agent is licensed directly by the U.S. Department of the Treasury and specialises exclusively in taxation, with unlimited rights to represent taxpayers before the IRS in any state. A CPA is licensed by a state board and covers a broader field including audit and assurance. For tax work and IRS representation the practice rights are identical. We have both on the team.
Treat it as urgent until proven otherwise — most notices carry a 30-day response window, and missing it costs you appeal rights. Send us the letter and we will read it and tell you what it really means, at no charge. Note that the IRS opens contact by mail, never by phone, text or email.
Documents live in an encrypted client portal rather than in email, access is restricted to the team members working on your engagement, and we maintain a written information security programme as required of tax professionals under IRS Publication 4557 and the FTC Safeguards Rule.
Let’s find out what you should actually be paying.
Thirty minutes with an advisor, at no charge. Bring last year’s return and we will tell you plainly what we would do differently — and what it would cost.