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ACCOUNTING AND BUSINESS MANAGEMENT FIRM IN CARLSBAD, CA

Tax Management, Simplified

ABMG provides tailored financial strategies and business solutions to drive success. Partner with us to stay ahead in today’s dynamic market.

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Your Trusted Partner in Business & Financial Success

At ABMG, we are more than just consultants—we are strategic partners dedicated to helping businesses and individuals navigate financial complexities, streamline operations, and achieve sustainable growth.

With years of industry experience and a team of highly skilled professionals, we specialize in business management, tax strategies, financial planning, and compliance. Our mission is to deliver personalized, results-driven solutions that empower our clients to make informed decisions and secure their financial future.

5
Business Strategy Growth
7
Finance Valuable Ideas
30
Years Of Experiences
About Us

Our Commitment to Excellence

At ABMG, we are committed to helping you achieve financial confidence and long-term success. Our expertise, innovative approach, and unwavering dedication set us apart as one of the leading consulting firms in the industry.

A Team That Works Like a Family

Our team collaborates on every client. If one of us doesn’t have the answer, we bring it to the group, and with so many different backgrounds and strengths, we usually find a solution together.

We Pick Up Where Others Left Off

Disorganized books or a messy tax situation? Bring us your bookkeeping challenges, and we’ll sort them out so your taxes are filed on time and you can move forward with confidence.

Clear, Responsive Communication

We explain things in plain language, tell you exactly which documents we need and how to send them, and get back to you quickly. Most firms are quiet until it’s time to sign your return, but we’re here every step of the way.

Flexible, Your Way

Prefer email, text, a phone call, or an in-person meeting? Want to send everything digitally or drop off paper statements? We work the way you do, and our SafeSend Returns portal makes secure document drop-off easy.

Personal Access to Expert Guidance

Schedule a phone call or in-person meeting to talk through tax strategy, planning, or business decisions. With more than 30 years of experience, our team gives you practical advice, not just paperwork.

Bookkeeping and Tax Services for Businesses of All Kinds

From restaurants and construction companies to musicians, writers, and growing small businesses, we support clients across Los Angeles County and San Diego County who want their numbers handled right.

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Services We Offer

Tax Management

Expert tax planning, preparation, and compliance to optimize financial efficiency

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Business Management

Strategic financial planning and advisory to enhance business growth

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Business Setup

Helping businesses establish a strong foundation with legal and financial structuring

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Bookkeeping Services

Ensuring accurate financial records and streamlined cash flow management

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Retirement & Financial Planning

Tailored strategies for long-term financial security and wealth growth

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Let’s Connect

Have questions about business consulting, financial planning, tax ormanagement?

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Industries We Empower

Small & Medium Enterprises (SMEs)

Providing business structuring, financial planning, and tax management for sustainable growth

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Startups & Entrepreneurs

Assisting with business registration, fundraising, and tax compliance for long-term success

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Real Estate & Construction

Offering tax planning, estate structuring, and regulatory compliance for real estate businesses

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Healthcare & Medical Professionals

Ensuring tax efficiency, wealth planning, and compliance for medical practitioners

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Entertainment & Creative Professionals

Managing finances, contracts, and retirement planning for artists and performers

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Non-Profit Organizations

Supporting tax-exempt compliance, financial transparency, and IRS representation for nonprofits

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Meet Our Experts

CEO & Founder

Larry Lerner

Tax Department Manager

Allie Finchum

Since joining ABMG in 2016, I have embraced various roles that have deepened my understanding of the company's inner workings. I take great pleasure in onboarding new clients and currently oversee the tax department. My focus is on continuously evaluating our processes to enhance efficiency and productivity within the team.
I take pride in being a dedicated tax "Concierge" for our clients, ensuring their needs are met with the utmost care and precision. My passion for client service is evident in my approach, as I strive to provide tailored solutions and exceptional support.
Having been born and raised in San Diego, I have a deep appreciation for the outdoors, often spending my free time cycling through the beautiful landscapes. Additionally, I find joy in baking and indulging in the latest Korean dramas, which offer a delightful escape from the daily hustle.
My journey at ABMG has been both rewarding and challenging, and I look forward to continuing to contribute to our collective success.
Senior Bookkeeper

Amy Cerros

I was born and raised in San Diego County, and I am married with 2 kids. My favorite escape is the Yosemite National Park backcountry where we backpack every year. But most of the year you will find me mountain biking the local trails. Before joining the ABMG, Inc. family in June 2015, I worked as an office manager and controller for a commercial construction company. I enjoy working with clients to get their books in order, so they have the information they need to make good business decisions. There is so much satisfaction helping business owners with all their accounting needs so they can focus their time and energy growing their business and making it successful.
Business Management Assistant & Marketing Coordinator

Brandy Albanese

I was born and raised in San Diego County and bring over 20 years of experience in Customer Service and Office Management, along with a wide range of administrative support expertise. I became part of the ABMG family in February 2021 and am passionate about continuous growth and learning new skills. In my free time, I love reading, camping with my family, and enjoying bike rides along the beach.

Ready to take your business to the next level? Get in touch with us today for expert consulting tailored to your needs

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What Our Clients Say About Our Best Work

“I have been using ABMG for I don’t know how long ever since a good friend of mine and my CPA Jay Davis passed away many years ago his account went to LARRY I was a little skeptical at first not knowing him but over the years has treated me very fair and has done me right on all my tax work I would recommend LARRY to anyone I also have moved out of state to Oregon I thought maybe he could not do my taxes I have called is it another state is no problem lucky for me I plan on using LARRY for a long time.”

John W

“Larry Lerner is the force behind ABMG. He took over our taxes when our previous guy retired and passed his business to him several years ago. We have been very satisfied as he does the taxes for both our LLC and personal. He is a respected member of the community with a good reputation. He treats you like a friend, is professional and stands behind his work. His office phones always start with a live person and he is very accessible.”

Barbara M

“My wife and I would like to compliment Ms. Taylor Ernst, nee Finchum for helping us with the preparation of our 2025 federal and state income tax returns. As relatively new clients (2025 is the second year we've requested your tax preparation services) we weren't quite sure of the process for submission, review, and signing of the returns. Ms. Ernst returned our emails promptly and kept us informed about what else had to be done. We really appreciated that since April 15 was fast approaching. While we knew your office had received our supporting documents, we were worried if we'd have enough time to review, sign, and pay for the tax preparation services and any owed taxes. Ms. Ernst was friendly, professional, and efficient in all our interactions. We got the returns, reviewed and paid for them; they were filed before April 15.”

Vitonio and Leticia S

“My wife and I have retained the services of ABMG since 2014 for both our S-Corp reporting requirements and our personal tax management. Larry Lerner and his team have provided us exceptional service year-after-year, treating us like family.”

Marc M

“I was a financial mess before I hired ABM to handle all my business affairs. They turned everything around. Absolutely first rate in everything they do. Professional, smart and amazing.”

Scotty R

“Larry is the only one I trust with my finances! He is the absolute best, a seasoned vet & actually cares about his clients. Larry has my business for life and I truly appreciate his expertise.”

Chelsea D

“Larry and his amazing crew make my life so much better! I have recommended him to everyone I know!”

Angie R

Learn About Our Latest News

Tax Planning for Entertainers

How are royalties, residuals, and advances taxed for entertainers?

Musicians, actors, filmmakers, and content creators often earn income from several sources. A musician may…
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What is a loan-out corporation for entertainers and when does it make sense?

For most of entertainment history, the loan-out corporation was a tool the top tier used…
Tax Planning for Entertainers

Quarterly Estimated Taxes for Entertainers: How to Avoid Surprise Tax Bills

If you have ever written a large check to the IRS in April and thought,…
Tax Planning for Entertainers

LLC vs. S-Corp for Entertainers: Which One Saves You More

Most entertainers form an LLC because it sounds right. It is simple, inexpensive to set…

Frequently Asked Questions

What services does ABMG offer?

We provide bookkeeping, tax preparation, business management, business setup, and retirement and financial planning. Most of our clients come to us for monthly bookkeeping or tax preparation, and we can build from there as your needs change.

Our Services

Do you only work with entertainment industry clients?

No. We do work with musicians, writers, and other creative professionals, but we also provide bookkeeping and tax preparation for restaurants, construction companies, real estate professionals, healthcare practices, non-profits, and small to mid-sized businesses of all kinds.

Our Industries

Why does my business need professional bookkeeping?

Accurate books show you where your money is going, make cash flow easier to manage, and keep you ready for tax season. When your records are organized all year, your tax return is faster, less stressful, and more likely to reflect every deduction you deserve.

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My books are a mess. Can you still help?

Yes. We regularly take on disorganized bookkeeping, and we’re glad to pick up where someone else left off. We’ll sort through your records, get them in order, and set you up with a process that keeps them that way.

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What do I need to send you to prepare my tax return?

It depends on your situation, but it usually includes income documents (such as W-2s and 1099s), records of deductible expenses, and last year’s return. If you’re not sure what applies to you, just ask. We’ll tell you exactly what we need and the best way to send it, so your return isn’t delayed.

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How do I send my documents securely?

You can upload documents through our secure SafeSend Returns portal, and you can request an electronic tax organizer to help you gather everything. If you’d rather do things the traditional way, we also accept paper statements by mail and will scan them for you.

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Can I meet with someone by phone or in person?

Yes. You can schedule a phone call or in-person meeting with Larry to talk through tax strategy, planning, or any questions about your business. We’ll work with the communication style that suits you best.

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What areas do you serve?

We serve individuals and businesses throughout Los Angeles County and San Diego County, with offices in Woodland Hills, Thousand Oaks, and San Diego. We’re happy to work with you by phone, email, or online no matter where you’re located.

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How do I get started?

Call us or fill out the request form on this page. A member of our team will get back to you, typically within 24 hours, and connect you with the right person for your needs.

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Woodland Hills
San Diego
Thousand Oaks
Long Beach