About Us

Welcome to our web site. Please browse a bit to see the services that are offered and who we are. We offer tax return preparation services by email, fax, and courier as well as by appointment at our office. We can also create Adobe© PDF files that you can print at your home or office.

We provide personalized income tax services for individuals, small businesses, S-Corporations and Fiduciary returns. We also offer tax consultation as well as representation before the IRS and FTB for individuals and small businesses. Email us if you have a question about how our expertise can assist you.

We are available for income tax preparation and financial planning all year. Reducing the complexity of pensions, mutual funds, real estate transactions and mortgage loans has been our goal for over 18 years. We take the time to explain.

We provide accurate, fast, and efficient service at reasonable prices. Our goal is to offer clients informed choices in the search for greater financial security.

Biography of Phil Correia

Phil has been a financial planner since 1981 and a tax preparer since 1983 serving thousands of clients. He became an Enrolled Agent in 1991. Currently a member of the California and National Association of Enrolled Agents, he has successfully completed levels one and two of the National Tax Practice Institute for representation of clients before the IRS in matters of audit and collection.