top of page
AdobeStock_562369667.jpeg

Tax & Real Estate Services

Tax strategy for high-net-worth individuals, real estate investors, and growing businesses.

A tax and accounting firm with licensed CPAs and IRS Enrolled Agents, offering year-round planning, accurate filings across every state you operate in, and representation when the IRS comes calling.

CPAs licensed in CA, NV & WA · Clients nationwide · Fully virtual, office visits by appointment

HIGH-NET-WORTH INDIVIDUALS & FAMILIES

Year-round tax planning and compliance for complex personal returns: investment and K-1 income, equity compensation, multistate filings, and family entities.

REAL ESTATE INVESTORS

Rental and short-term rental reporting, depreciation and cost segregation planning, passive activity and real estate professional analysis, 1031 exchanges, and the tax side of buying or selling property.

BUSINESS OWNERS & MULTI-ENTITY GROUPS

Tax preparation, bookkeeping, and multistate compliance for S corporations, partnerships, and groups operating multiple entities, plus IRS and state representation when issues arise.

CROSS-BORDER & EXPAT TAXPAYERS

U.S. returns for expats and nonresidents, foreign income and account reporting, treaty positions, and planning for moves into or out of the U.S.

We’re a boutique firm built for complex situations. If you need a simple return at the lowest price, we’re likely not the right fit, and we’ll tell you up front.

A FEW WORDS FROM OUR CLIENTS

The Phlotic team reached out to me literally within 10 minutes of me submitting my request. I had a fairly nuanced real estate investing situation that hadn’t been properly tracked in the past and Kevin assured me he would be able to take care of it. My return was done within a couple of days! The team was available to answer my questions along the way as well and were very patient while I described my situation. I would highly recommend their services if you would like input on your situation and especially a passive real estate investor who needs help properly tracking your investments!

Kristen Tejada

Client Review

I recently used Phlotic for my yearly tax return and was thoroughly impressed. Kevin demonstrated deep knowledge and remarkable attention to detail, ensuring my tax return was both accurate and beneficial. He explained everything clearly, responsive in communication and made the process stress free. I highly recommend Kevin and team for anyone in need of reliable and efficient tax services.

Daniel Chung

Client Review

I’ve never felt such reassurance when it comes to filing my taxes until Kevin did them. He was very communicative, quick, and made things very easy for me throughout the whole process. The trust I instantly felt when we communicated and level of knowledge, expertise and professionalism surpassed all my expectations.

Iris Van

Client Review

AdobeStock_321719143.jpeg

Request a Free Consultation Today

Phlotic is a tax and accounting firm with a team of licensed CPAs and IRS Enrolled Agents. We handle individual and business tax preparation, tax planning, IRS representation, bookkeeping, and tax strategy for real estate investors.

About Us

bottom of page