Phlotic - Tax & Real Estate Services

Top Pro

$400

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Responds in about 21 min

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 72 times

Serves Pasadena, CA

Background checked

License verified

10 employees

4 years in business

Business hours

This pro hasn't listed their business hours.

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

4 photos

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

46 reviews

5

98%

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Read reviews that mention:

Catherin R.

Nov 23, 2024

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Hired on Thumbtack

Kevin was a pleasure to work with. Very professional, responsive and knowledgeable, making our tax filing process seamless. He really made my husband and I comfortable as he walked us through the process and we are so glad that we met Kevin. Give Phlotic Tax a try. You won't be disappointed.

Individual Tax Preparation

Marcel B.

Nov 14, 2024

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Hired on Thumbtack

Phlotic was professional and offered a video meeting to confirm they understood my requests. Phlotic provided a thorough tax consultation and delivered an outstanding work product. I strongly recommend this service.

Individual Tax Preparation

Danny C.

Aug 22, 2024

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Hired on Thumbtack

I reached out to Phlotic to have my prior taxes amended, and I could not be more impressed with their service! Despite reaching out to them on a Sunday, they were able to resolve our issues within hours ! The tax preparer was knowledgeable and understood my specific situation right away. They also kept me informed throughout the entire process, which was a huge relief. I would highly recommend them if you’re looking for a company that’s going to provide reliable and fast tax services.

Individual Tax Preparation

James B.

Jul 29, 2024

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Hired on Thumbtack

Excellent - i had gotten a tax notice from CA state and Kevin resolved it for me within 2 days. Great service and saved a ton of money and stress. Highly recommend

Individual Tax Preparation

Sierra D.

Jun 17, 2024

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Hired on Thumbtack

My last company forgot to take out Cleveland municipality tax then took weeks to correct the issue, which put me behind on taxes. I ultimately ended up forgetting to file prior to tax day and continued to put it off. I eventually reached out to Kevin on a Friday night at 5 PM EST not expecting to hear back until the following week. To my surprise, I received a response within two minutes. From there, we were on a call within five and less than twenty minutes after initially reaching out, I was inputting my information into the portal. My taxes were filed within 24 hours. Kevin exceeded every single expectation I had and lifted a huge burden off my shoulders. I cannot recommend him enough!!

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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