Broker Check

Firm Philosophy

At PH Tax & Wealth Solutions CPAs, Inc. our objective is to help our clients meet their financial goals for themselves, their families, their businesses and their favorite charities. We realize that the healthiest clients are best served when we focus on the core person, thus strengthening their financial position to fulfill the needs of their top priorities. We recognize that the real client is the head of the family, the owner of the business and their community. We view our services to businesses as directly serving the needs of the company's owners. The most effective tool, in addition to our expertise, is communication. We get to know you, not just from a financial standpoint, but the big picture. The cornerstone of this process is trust. That is why we offer more than just tax and accounting services. Consistent with this philosophy, nearly all of our business comes from referrals from existing clients or other professionals.

Having precise financial information is more important than ever for business owners. Interpreting this data properly makes a dramatic difference in a company's level of success. At PH Tax & Wealth Solutions CPAs, Inc., we help business owners obtain quality information and use it well to achieve their business and personal financial goals.

We have clearly defined the type of client we can best serve - those with limited financial and managerial resources. We help maximize a client's existing capabilities by participating in an ongoing advisory capacity in both business and personal financial areas. Usually, once reporting systems are properly functioning, we encourage clients to generate more information internally. As a result, company management always has access to the data they need to evaluate and act on the day-to-day and long-term demands of their business.

Although we teach clients how to gather meaningful information, we consider this historical data merely a starting point for evaluating future needs. As the relationship with our client develops, we identify opportunities to improve operations and furnish management with reports and recommendations to increase profitability. We also recognize that - for most of our clients - the owner's personal financial security depends on the success of the business. To maximize after-tax dollars, we emphasize tax planning by balancing the corporate and individual needs of the owners.

We want our clients to achieve two goals:

  1. a comfortable current life style;
  2. passing their wealth to the next generation.

The financial success of their business supports most clients' current life style. Accordingly, we first emphasize a financially prosperous business. We next stress the need for each client to do appropriate retirement planning. Passing accumulated wealth to the next generation with a minimum tax bite only comes from sound tax and estate planning and appropriate wealth-protection.