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Sierra Madre
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!
Sierra Madre
We provide Bookkeeping )cleanup and ongoing), Accounting Management Setvices (Fractional CFO/Controller/Accounting Manager setvices and special projects), and Tax Services (imcome Tsx snd a State and Local Tax Planning and Preparation - NOTE - Imcome Tax Preparation only in California).
