Broker Check

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PH Tax & Wealth Solutions Certified Public Accountants, Inc.  

Formerly Petsas & Hill Certified Public Accountants, Inc.

Due to the statewide shelter-in-place declared, our office will be open in a limited capacity until the order has been lifted. We will be available by phone and email; however, we will not be available for in-person visits and/or meetings. 

As of March 20th, both the IRS and the CA Franchise Tax Board have extended the 2019 filing and tax payment deadline to July 15th. The 2020 first and second quarter estimated tax payment due dates have also been extended to July 15th. If we have not yet completed your tax return, we remain committed to timely-filing by the new extended deadline.

We thank you for your patience.

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Estate Planning & Trust Administration

Estate planning on your own can be complicated and costly. And the list is endless... state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.

Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir? Are there taxes that can be avoided? Are you able to avoid the probate court rules, delays, and costs?

Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.

You may feel that you're too young to care about estate planning. Or, perhaps the reminder of death makes you uncomfortable. You might be tempted to put the whole thing off, assuming that it will just take care of itself. In all cases, estate planning ends up saving your family lots of time, heartache and money.


And we can help.


Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we'll be there with you.

We help you...


  • Clearly define your estate planning goals.
  • Organize and create your estate planning team (experts on law, finance, and taxes) if you need one.
  • Evaluate and recommend estate planning options.
  • Decrease the problems and expenses associated with probate.
  • Organize fair and adequate liquidation of estate to cover taxes and other expenses.

We may also help you with tax planning for...


  • Living Wills and Trusts.
  • Lifetime Family Wealth Transfers.
  • Family partnerships and other business relationships.
  • Leaving money to charities.
  • Preparation for estate and trust tax problems.

The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.