We prepare and file your Individual Income Tax Return. This includes a 45-min annual tax preparation meeting, your estimated tax vouchers - sent electronically - and up to two of your child's returns. We don't charge extra for additional states or forms, other than for a Schedule C (Sole Proprietor).

We prepare and file your Business Income Tax Return. This also includes a 45-min mid-year tax planning meeting and your estimated tax vouchers, which are sent to you electronically.

Having a hard time getting a hold of your current accountant? Receive advice whenever you need it with a dedicated staff accountant, along with preferred access to our appointment scheduling system.

Businesses lose tens of thousands every year because they do not understand what’s available to them. Each quarter, we’ll sit down, plan and discuss advanced tax-reduction strategies so you can start saving money and grow your business further.

We believe you should spend your time on your dental practice, not managing your retirement plan. We’ll review your current plan and make tax strategy-based suggestions.

Plus, all of our clients have access to a retirement plan with low, or in many cases, no annual administration fee that reduces risk, is cost-effective, and is easy to manage: The Phillips Group 401(k) Plan.

Getting your books organized can lead to monthly headaches. Simply sync your data and let us take care of the rest. We'll review and reconcile all your bank and credit accounts. We'll even provide first-time or refresher training in QuickBooks.

Getting a business property statement wrong can result in your business losing thousands in unnecessary taxes. We take care of your business property statement for you, so you can pay exactly the tax you owe.

In general, the IRS requires businesses to issue a form 1099 to any other business or person to whom it paid $600 or greater for services in a given year. We will calculate who is owed a 1099 and in what amount, and then prepare these forms on your behalf.

We prepare and file your Individual Income Tax Return. This includes a 45-min annual tax preparation meeting, your estimated tax vouchers - sent electronically - and up to two of your child's returns. We don't charge extra for additional states or forms, other than for a Schedule C (Sole Proprietor).

We prepare and file your Business Income Tax Return. This also includes a 45-min mid-year tax planning meeting and your estimated tax vouchers, which are sent to you electronically.

Having a hard time getting a hold of your current accountant? Receive advice whenever you need it with a dedicated staff accountant, along with preferred access to our appointment scheduling system.

Plus, clients on our Advanced Plan receive priority access to our appointment scheduling system, along with even faster responses.

Businesses lose tens of thousands every year because they do not understand what’s available to them. Each quarter, we’ll sit down, plan and discuss advanced tax-reduction strategies so you can start saving money and grow your business further.

We believe you should spend your time on your dental practice, not managing your retirement plan. We’ll review your current plan and make tax strategy-based suggestions.

Plus, all of our clients have access to a retirement plan with low, or in many cases, no annual administration fee that reduces risk, is cost-effective, and is easy to manage: The Phillips Group 401(k) Plan.

Tired of all the stress that comes with organizing your books? We can take care of all your monthly accounting for you, so you can get back to running your practice (or spending more time with loved ones). Specifically, we will key in all your transactional banking data, categorize your income and expenses, reconcile your accounts, and record your production, collections, and accounts receivable figures. Never worry about your monthly books again.

In California, getting a business property statement wrong can result in your business losing thousands in unnecessary taxes. We take care of your business property statement for you, so you can pay exactly the tax you owe.

In general, the IRS requires businesses to issue a form 1099 to any other business or person to whom it paid $600 or greater for services in a given year. We will calculate who is owed a 1099 and in what amount, and then prepare these forms on your behalf.

Operating out of a city like Los Angeles, Detroit, etc.? These require their own annual tax filings. We’ll take care of these, too

If you buy goods from outside of your state and don’t pay sales tax, the state will levy Use Tax. Errors in this form can lead to serious financial penalties. We’ll handle your use taxes for you, ensuring everything is up to date and filed correctly.

Want to scale and grow your business? Our comprehensive financial insights provide you with straight-forward, easy-to-read competition benchmarking data and key performance indicators, helping you reduce expenses and increase revenues.

Ready to accelerate your business further? We use the latest technology, including innovative artificial intelligence to supplement our decades of industry experience, all with the purpose of helping your business perform better, smarter and faster. Speak to us to learn more.