Phlotic - Tax & Real Estate Services
San Gabriel, CA
Phlotic offers integrated real estate sales, investing, and professional tax services, including tax filing and strategy. They serve clients across all 50 states, uniquely combining expert Real Estate Agents and seasoned CPAs for holistic financial solutions.
5 Reviews
★★★★★
Kevin & the team are amazing! They are fast to respond, reliable, and so kind. They always make me feel like a priority and I will be a lifetime client of theirs. They work fast and respond so fast as well, communication is top tier and work quality is also undeniable. I have nothing but good things to say about this team. Thank you all so much again for everything, I 1000% recommend their service.
★★★★★
I had another excellent experience with Phlotic for my taxes this year. Filing taxes can usually feel overwhelming for me, but Kevin was professional and very responsive throughout, which made the process completely stress-free. I’ll definitely continue using Phlotic in the future and highly recommend their services!
★★★★★
Kevin was fantastic to work with for my business and personal taxes this year. As a first-time client, I really appreciated how smooth and straightforward he made the entire process. He was knowledgeable, responsive, and made sure everything was handled accurately and efficiently. Highly recommend Kevin if you’re looking for a reliable and professional CPA!
★★★★★
I had the pleasure of working with Kenny and Kevin at Phlotic on my taxes this year and I wish I would've came to them earlier! They were extremely quick and responsive and worked with me closely to make sure I'm getting the right tax returns.
Overall highly recommend Phlotic for your tax needs!
★★★★★
I can’t say enough good things about Kevin at Phlotic. I came into the process feeling completely overwhelmed about my taxes and expecting to owe a huge amount. Kevin immediately put me at ease. He was patient, incredibly knowledgeable, and walked me through everything step by step.
Not only did he significantly reduce what I was expecting to pay, but he also helped me set up my S-Corp and explained how it will benefit my business moving forward. What felt confusing and stressful at first became more manageable because of his guidance.
If you’re self-employed or feeling overwhelmed by taxes, I highly recommend Kevin at Phlotic. He’s professional, responsive, and truly knows how to help his clients make smart financial decisions.