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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.
Sierra Madre
We provide Bookkeeping (cleanup and ongoing), Accounting Management Services (Fractional CFO/Controller/Accounting Manager services and special projects), and Tax Services (income tax and State and Local Tax (SALT) (including property and sales and use tax) Planning and Preparation. Over 35 years experience.
