verified Professional Financial Services

Comprehensive Solutions

A sophisticated suite of financial solutions is available to meet professional requirements with precision and expertise.

Key Services

Specialized services are provided to streamline financial management and support sustainable business growth.

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Comprehensive individual tax return preparation ensuring accuracy, compliance, and maximization of your potential deductions.

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Strategic tax planning and return preparation for corporations, LLCs, and partnerships, keeping your business compliant and tax-efficient.

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Expert preparation of estate, gift, and fiduciary tax returns to preserve your wealth for future generations.

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Personalized financial strategies to help you reach your retirement goals and secure your financial future.

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Maintenance of accurate financial records to help you track income, expenses, and the overall financial health of your business.

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Preparation of balance sheets, income statements, and cash flow statements for internal management or external reporting.

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Guidance on selecting the right business entity and assistance with the incorporation and registration process.

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Consulting on the selection, installation, and customization of accounting software tailored to your specific business needs.

Schedule a consultation with one of our experts today. We'll help you navigate the complexities of tax law and financial planning.

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Phone Number

(707) 527-9465

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Email Address

cpa@phillipsthomas.com

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Our Office

1100 Sonoma Ave. Suite E-2 Santa Rosa, CA 95405 Normal Business Hours: Monday – Friday 9:00am – 5:00pm