Broker Check


Tax Planning & Preparation

Financial Services & Wealth Strategies

Estate Planning & Trust Administration

PH Tax & Wealth Solutions Certified Public Accountants, Inc

(510) 223-6300

Welcome, PH Tax & Wealth Solutions, CPAs is a place where you will find a blend of expertise and personal attention. We provide a broad range of services for individuals and businesses. We are experienced and friendly. Our firm has grown from personal relationships and client care which has made us the premier firm in our community. We look forward to hearing from you.

Our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, estates and trusts, business formation, personal planning, real estate and business sales. PH Tax & Wealth Solutions, CPAs, Inc. views each client as an opportunity for quality service. We are your partners and guides in solving the mysteries of finance, as well as helping to ensure that your road map to financial success is well-planned and followed through to completion.

Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.


Our firm is the leading firm in West Contra Costa County. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.

Our high standards, service and specialized staff define the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of the entire firm.


Our firm is responsive. Clients who choose our firm rely on competent advice and fast, accurate personnel. We provide complete financial services to individuals, large and small businesses, estates, trusts and other entities.

To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth for many years.

Through hard work we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly.


An accounting firm is known for the quality of its service. Our firm's reputation reflects our high standards.

Our primary goal as your trusted advisor is to provide insightful advice to enable you to make informed financial decisions. We strive to provide the level of service we would want for ourselves.

The professional staff at PH Tax & Wealth Solutions, CPAs feel it is extremely important to continually educate ourselves to improve our technical expertise, financial knowledge and service to our clients. This is why we exceed the required minimum hours of continued professional education.

We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment ServicesSM, Member FINRA,SIPC.  Investment advisory services offered through Avantax Advisory ServicesSM, Placing business through Avantax Insurance AgencySM and Avantax Insurance ServicesSM. CA insurance # 0J20148. The Avantax affiliated companies exclusively provide financial products and services, and do not provide or supervise tax or accounting services.  This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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