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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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Financial Resources

Estate

Manage personal affairs while you're alive and control the distribution of wealth upon your death.

Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

Investment

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

Lifestyle

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

Money

Managing your money involves more than simply making and following a budget.

Retirement

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

Tax

Understanding tax strategies can potentially help you better manage your overall tax situation.