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Altadena
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.
Altadena
Full Service Bookkeeping/Accounting, which includes, Financial Reports, Bank and Credit Card Reconciliations, Accounts Payable, Accounts Receivable, Payroll, and 1099 filing, Administrative & HR Assistance, Remote or onsite work. In addition to these monthly services, I also provide clean-up work, audit preparation, and QuickBooks Training.
Altadena
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.
Danny C.
I reached out to Phlotic to have my prior taxes amended, and I could not be more impressed with their service! Despite reaching out to them on a Sunday, they were able to resolve our issues within hours ! The tax preparer was knowledgeable and understood my specific situation right away. They also kept me informed throughout the entire process, which was a huge relief. I would highly recommend them if you’re looking for a company that’s going to provide reliable and fast tax services.
This customer rated you highly for professionalism, responsiveness, and punctuality.
Altadena
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!
Altadena
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.
Altadena
Adrienne H.
Ms. Mathis is freaking awesome! I met her through a mutual friend who for years, told me I should see her. I had been going to the same tax man for a few years and was pretty satisfied with his work. I got a good chunk of money back. Well, this year I decided to give Ms. Mathis a try. I am so glad I did! She found so much that I can and should be claiming. Before finalizing everything she gave me a rough estimate of my returns...way more than I've been getting! She is so detail oriented and "picky" but it's all for the client.
