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San Marino
How we help our clients: ACCOUNTING SERVICES: Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. TAX PREPARATION: Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations
Christian R.
I've been doing my taxes here for over 8 yrs and I love this place. Wayne and Debbie are great and always have made me feel welcomed, as if I was part of the family. I def admire the way the business has grown. They truly deserve all the success!! I didn't want to post this great review because I don't want to let out the secret of this great place. Ha ha
San Marino
As a seasoned senior finance executive, I offer a unique set of skills that can help your business thrive. One of my specialties is reviewing books and financial statements to identify errors or discrepancies that might have been made by previous bookkeepers. While cheaper bookkeepers may save you money in the short term, they often lack the expertise and attention to detail that are necessary for accurate financial reporting.
San Marino
Tax accountant with 24 years experience specializing on taxation for self-employed individuals, entrepreneurs, and business owners. I also assist individuals with investments such as stocks, real estate, and crypto-currency. I offer full services to businesses consisting of tax preparation, bookkeeping, and payroll, including comprehensive tax planning on a month to month basis to ensure that every business owner and self-employed individual gets the best possible tax outcome.
San Marino
At Phlotic, we understand that taxes are complex, just as real estate transactions are not just about buying and selling properties; they involve intricate financial considerations that deserve careful attention. Our combination of expert Real Estate Agents and seasoned CPAs sets us apart in delivering holistic solutions tailored to your goals. While our professionals work hand in hand to provide the best possible service to our clients, our firm professionals also work independently in the case that only Real Estate services or CPA services are needed.
Kristen Tejada
The Phlotic team reached out to me literally within 10 minutes of me submitting my request. I had a fairly nuanced real estate investing situation that hadn’t been properly tracked in the past and Kevin assured me he would be able to take care of it. My return was done within a couple of days! The team was available to answer my questions along the way as well and were very patient while I described my situation. I would highly recommend their services if you would like input on your situation and especially a passive real estate investor who needs help properly tracking your investments!
San Marino
We save the small business as much as 80% on accounting and bookkeeping services. For the average small business, a bookkeeper's salary is based on minimum wage of $12 an hour. A 40 hour work week at $12/ hr will sum up to a $480 per week salary plus workers comp and payroll cost. By systematic automation and through latest technology, we, team of bookkeepers and professional accountants, provide small business clients like you the following services:
Kristina B.
Safe, responsive and reliable! Best experience I've had with an accounting firm.  I was lucky enough to be introduced to Avo and Marlene when I met my husband. Last year they did our taxes and accounting.  If you are like me, anything with Tax's and IRS gets me stressed out for no reason.  From getting a simple letter  to respond to or having to go back and look, or even audited.  They truly bring my stress level down.  I would pay double for this feeling. I would highly recommend all my family and friends to this firm.  I hope this help for anyone who is thinking about switching!
San Marino
Brittany H.
I was going to another tax preparer for many years. I thought I was getting good service however I learned that there were additional deductions which were missed by the other tax preparer i.e depreciation on rental property. Not only did it minimize my tax liability , I increased my refund substantially. Douglas was nice and welcoming and very informative. I highly recommend seeing him.
