Phlotic - Tax & Real Estate Services

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Introduction

We are a full service CPA firm offering consulting and tax services serving all 50 states. Our services encompass accounting, bookkeeping, and tax assistance for businesses and individuals. We have a particular focus on resolving tax issues, boasting a proficient team comprising both CPA and accounting specialists capable of representing you in front of the IRS. We've been able to help clients get back hundreds of thousands in tax refunds, as well as minimize tax burden through various avenues that most practitioners are unaware of.

Overview

Current Top Pro

Hired 126 times

Background checked

License verified

10 employees

4 years in business

Payment methods

This pro accepts payments via Apple Pay, Credit card, PayPal, Venmo, and Zelle.

Social media

Facebook, Instagram

Top Pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

2024

Featured Projects

6 photos

Let Us Maximizze Your Tax Refund
Accounting
Tax Planning
Accounting
Full Service CPA Firm
Accounting
Back Tax Filings
Individual Tax Preparation

Specialties

Special tax situations

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Reviews

Customers rated this pro highly for responsiveness, professionalism, and work quality.

Excellent 4.9

66 reviews

5

98%

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This pro's rating is a combination of reviews posted by customers both on and off of Thumbtack. Thumbtack cannot verify external reviews.

Read reviews that mention:

Nyles M.

3 weeks ago

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Hired on Thumbtack

I recently worked with Kevin for my tax preparation, and it was a fantastic experience. He was incredibly helpful and transparent, explaining everything clearly and answering all my questions with patience. Kevin provided an upfront breakdown of fees, ensuring there were no surprises. His expertise and honesty made the process smoother than expected. He was able to help with my LLC as well as my W2 and got me a great return!

Individual Tax Preparation

Mark M.

3 weeks ago

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Hired on Thumbtack

I recently had the pleasure of working with Kevin for my tax preparation needs, and I couldn't be more impressed! From start to finish, Kevin demonstrated exceptional professionalism, expertise, quick turnaround and customer service. What a "Godsend". I would highly recommend him!!

Individual Tax Preparation

Sarah S.

3 weeks ago

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Hired on Thumbtack

I assumed we might owe on taxes, but Kevin found us an actual return! He was prompt, professional and efficient. This was the first year we hired someone to do taxes for us and it was such a relief!

Individual Tax Preparation

Christina c.

2 weeks ago

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Hired on Thumbtack

Kevin was amazing! I honestly can’t recommend him enough. He went over everything with me in detail and answered any questions I had. He made this process so incredibly easy. I now don’t have to stress about tax season. He has a new customer for life.

Individual Tax Preparation

Jeremy Z.

2 weeks ago

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Hired on Thumbtack

I had an excellent experience with Phlotic Tax Services! Kevin was incredibly helpful, kind, and professional throughout the entire process. He made what can often be a stressful experience feel seamless and straightforward. The turnaround time was impressively quick, and I truly felt like I was in the hands of tax experts. Kevin took the time to answer all my questions and ensured everything was handled efficiently and accurately. I highly recommend Phlotic Tax Services to anyone looking for knowledgeable professionals who genuinely care about their clients. I'll definitely be returning next year!

Individual Tax Preparation

Credentials

License

License Type: CPA – Certified Public Accountant (CA)

License verified on 3/3/2024

Background Check

Kevin Tse

Phlotic - Tax & Real Estate Services

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