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 the firm since January 1986. She is a Certified Public Accountant and holds a Personal Financial...
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 Series 6 & 7 securities licenses. Carl's...
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 Registered Representative with Series 6, 63, 66...
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 department..