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Tax Planning & Preparation

Financial Services & Wealth Strategies

Estate Planning & Trust Administration
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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 pictureThis 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. 



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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.

Content, links, and some material within this website may have been created by a Third Party and was not written or created by a Avantax affiliated advisor. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Investment ServicesSM or its subsidiaries. Avantax is not responsible for and does not control, adopt, or endorse any content contained on any third party website.