Tax & Financial Consulting Services
Phlotic makes tax preparation easy and completely hands off. Whether you need help with a company tax return or a tax consultant, complete the form below and we’ll connect you directly with one of our specialist.
A FEW WORDS FROM OUR CLIENTS
"Working with the team far surpassed my expectations of a CPA. They were so helpful in answering my questions and concerns. From the start to finish, the entire experience was painless, I'll be back! See you next tax season!"
Alexa Smith
Business Owner - West Hollywood, CA
"I have nothing but good things to say about Phlotic! They work around the clock to get everything taken care of in a very professional manner, whilst managing to make you feel like you are their only client. Highly recommend!"
Marcia Carlyle
Client Review - Pasadena, CA
"Really couldn't be happier with the speed and accuracy of their work. We came to them with multiple properties that we were looking at and they took the time to not only show us around, but also explained things that I weren’t aware of before. Built trust throughout and ended up closing on a home! In-house CPA also an added touch to help review certain transactions. Definitely will work with these guys again!"
Charlie Santos
Business Owner - Las Vegas, NV
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. As a firm with reputable CPAs, we offer a comprehensive range of services tailored to meet your unique needs, which includes but is not limited to:
Overview
Our CPA firm goes beyond tax and auditing. We offer strategic business consulting to drive growth and enhance profitability. From financial forecasting to risk management, we're here to guide your business toward success.
Business Consulting
Our CPAs are experienced in filing tax returns of all sizes. Whether you are a single owner sole proprietorship or a complex partnership/corporation requiring tax filing services, we are able to cater and maximize any refunds due or minimize any taxes owed. Our CPAs are well-versed in tax laws and regulations, ensuring that you or your business remain compliant while optimizing your tax strategy to minimize liabilities.
Tax Filing, Planning, and Compliance
We provide meticulous auditing services to help you gain accurate insights into your financial health. Whether it's for regulatory compliance or internal assessment, our experts ensure transparency and reliability in your financial reporting.
Auditing and Assurance
Keeping track of your financial records is crucial. Our CPAs offer reliable bookkeeping and accounting services that help organize your financial data, making it easier to make informed decisions.
Accounting and Bookkeeping
Gain deeper insights into your financial performance with our expert analysis. Our CPAs provide actionable recommendations to optimize your financial strategies.
Financial Analysis
We understand that every individual and business has unique financial needs. Our CPA firm is dedicated to providing personalized solutions that align with your goals and aspirations. Contact us today to discuss what solution may be best suitable for your situation.