Phlotic
(5)
(5)
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.
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5 customer reviews
Fernando Najera Bernal
Kevin took care of me and my small business swiftly and with expertise. He made taxes easy when it is usually daunting and complicated for someone like me, especially in my first year of business. 10/10 recommend!!!
Brendan Frye
Kevin was great! He is highly knowledgeable and helped me to make more on my return than I expected. Kevin was available at all hours to help whether I need to call him, shoot him a text, or email him. I will definitely be going back to him next year! More...
Iris Van
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. More...
Eric
I had two businesses this year in addition to my W2. TurboTax was a pain in my rear and putting in all of the information without any guidance was extremely frustrating.
I reached out to Phlotic and Kevin talked me through every step together of what we were doing when filing my taxes. Not only did he help me file my taxes, but he was able to teach me and guide me through each process. I will be using this service until I retire. Customer for life.
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Griffin R
Kevin is a godsend for our business.
Not only did he optimize our business and personal tax returns, but he went out of his way to make himself available to answer any and all questions we had.
With Kevin you arent just getting a CPA, but also a business and tax consultant, someone you can go to with important questions, and get actionable answers.
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Tax Filing, Planning, and Compliance
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.
Accounting and Bookkeeping
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.
Business Consulting
Our CPA firm goes beyond just taxes. 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.
Real Estate - Buyer Representation
Assist buyers in finding and purchasing suitable properties, negotiating offers, and navigating the buying process.
Real Estate - Seller Representation
Help sellers market their properties effectively, set competitive prices, and negotiate offers to maximize their returns.
Real Estate - Rental Services
Facilitate rental transactions by connecting landlords with prospective tenants and handling lease agreements.
