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Fully licensed Real Estate Professionals, Consulting and Tax Services Serving All 50 States

Real Estate, Consulting and Professional Tax Services

Navigating the complex world of finance, accounting, and tax can be overwhelming. That's why our dedicated team of experienced CPAs is here to simplify the process for you.

TAX FILING, STRATEGY & CONSULTING

Our Real Estate professionals are here to guide you every step of the way when it comes to buying, selling and investing real estate. We provide both on-site and digital consultations to help you achieve success in today’s competitive real estate market.

REAL ESTATE SALES & INVESTING

A FEW WORDS FROM OUR CLIENTS

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!

Kristen Tejada

Client Review

I recently used Phlotic for my yearly tax return and was thoroughly impressed. Kevin demonstrated deep knowledge and remarkable attention to detail, ensuring my tax return was both accurate and beneficial. He explained everything clearly, responsive in communication and made the process stress free. I highly recommend Kevin and team for anyone in need of reliable and efficient tax services.

Daniel Chung

Client Review

I’ve never felt such reassurance when it comes to filing my taxes until Kevin did them. He was very communicative, quick, and made things very easy for me throughout the whole process. The trust I instantly felt when we communicated and level of knowledge, expertise and professionalism surpassed all my expectations.

Iris Van

Client Review

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Schedule A Free Consultation Today

Welcome to Phlotic, where luxury real estate and tax expertise converge to redefine excellence in the world of financial prosperity. As a dynamic firm housing both accomplished Real Estate Agents and seasoned CPAs (Certified Public Accountants), we offer a unique and comprehensive approach to addressing your property and financial needs.

About Us

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