Broker Check



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Tax Planning & Preparation

Financial Services & Wealth Strategies

Estate Planning & Trust Administration
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Meet Our Team

At PH Tax & Wealth Solutions CPAs, Inc., communication, relationships and confidentiality are the cornerstones of our practice. Getting to know our clients is critical to building the foundation that helps to form our approach to wealth management. We believe that our business relationship must be a partnership where we work as a team for the benefit of our clients and their families toward their financial future

 

Mila holds a BS degree in Business Administration with an Accounting concentration, from San Francisco State University. Mila has been with Petsas & Hill and its predecessor firm since January 1986. She is a Certified Public Accountant...

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Carl is a graduate of San Jose State University with a BS degree in Business, with an Accounting concentration. He has worked in Public Accounting since 1990, joining the firm in 1997. He holds a Series 6 securities license....

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Jason has a Bachelor of Science Degree in Business Administration, with a concentration in Accounting from California State University, East Bay. A member of the firm since 2007, Jason is a Financial Advisor with Avantax with Series...

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Summer has a Bachelor of Science Degree in Applied and Computational Mathematics from the University of California, Irvine. She provides support in many areas of the firm, including the financial consulting department, the tax...

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Marifel has a Bachelor of Science Degree in Business Administration from California State University East Bay in Hayward. She joined the firm in 2013 and became primarily responsible for our transition into a paperless environment. Her...

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Mey received her Bachelor of Science Degree in Sociology from the University of California, Davis. She also earned associate degrees in math and accounting from two local community colleges. Mey’s experience as a customer service...

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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.