About Grigg Financial Group

Grigg Financial Group (GFG) is a comprehensive problem solving financial services firm offering traditional CPA services in addition to addressing 8 areas of financial planning. We are looking to engage clients who want to solve problems unique to their situation while improving their tax situation, increasing their wealth, preparing for retirement, lowering their risk, improving their cash flow, and securing their legacy.
We are a paperless firm and we usually conduct meetings via video calls.

Our CPA firm was founded in 2005 in San Diego, CA. Since then, GFG has provided tax compliance, tax planning, accounting, payroll, and audit defense services to help clients measure and lower taxes. For business owners, we minimize the burden of ownership induced by complex tax decisions and the hassle of accounting or payroll.

Just lowering taxes is not enough. We take the approach of increasing your wealth while capturing every tax break possible and reducing your risk. It’s easy to lower taxes but it is difficult and takes experience to know how to prioritize decisions to increase wealth while lowering taxes.

We have a typical cadence during the year. During the first half of the year, we finalize planning projects carried over from the previous year, prepare tax returns, complete prior-year accounting, and conduct financial reviews. Almost all meetings are via Zoom or phone.

During the second half of the year, we finalize tax projects, continue with accounting engagements, conduct financial reviews, and start year-end planning. 

However, clients are welcome to schedule planning or consulting engagements at any point during the year. We understand that unexpected events may arise that require immediate attention. 

Our planning engagements encompass client Q&A, tax consulting, tax law updates, economic updates, and comprehensive financial consulting services. Each planning engagement may be conducted over one or several meetings to cover all necessary material. Each planning engagement is tailored to the client. 

GFG is part of a group of companies designed to deliver comprehensive financial services. We partner with our sister company Grigg Wealth Management (GWM) to deliver investment services, business benefits, retirement planning, risk management, cash flow & debt management, special situation planning, legacy planning, and education planning. Please see our website www.griggwealthmanagement.com.

We also work with Brian Grigg Insurance to offer home, auto, umbrella, commercial insurance, and commercial bonds.