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Temple City
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.
Maxwell
I can't say enough great things about Kevin! Filing taxes can be a stressful, but he made the entire process smooth, and efficient. The attention to detail, and how responsive he was for any questions I had really showed me the level of professionalism I was working with. He took the time to explain everything clearly, and the website was very easy to use.
Not only was Phlotic professional and knowledgeable, but they’re also incredibly friendly and patient. My wife and I work full time so getting the documents all together to eventually file took us some time. The team was understanding and sent reminders to make sure we stayed on track. I genuinely appreciate their dedication and hard work in getting me the best possible return. I used to use TurboTax to file, but now I will be going to Kevin for the foreseeable future.
Temple City
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.
