Who We Are

PH Tax & Wealth Solutions CPAs, Inc. is a boutique firm located in West Contra Costa County in Richmond, California. We are a group of specialized professionals, providing wealth management solutions by combining two key elements that we enjoy: doing taxes and helping people. As a firm, we hold an array of professional designations, securities and insurance licenses. By keeping up with our continued education requirements, we are able to provide both tax and wealth strategies each for unique situation that you bring. As independent wealth advisors, we partner with you to keep your top priorities, needs and goals at the forefront.

Our practice focuses on the importance tax efficiency, smart money management and collaboration. By leading with taxes, we are able to consider your full financial picture. This combination allows us to journey together toward your personal and financial goals. Acting as fiduciaries helps us a build a unique relationship based on trust—your best interest comes first. Doing what is right for you is the most integral part of our firm's DNA.