Here's a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance. It may help your business be better prepared in the event of the death of a principal or key employee. Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Thanks to the work of three economists, we have a better understanding of what determines an asset's price. Pundits go on and on about how "terrible" or "wonderful" annuities are, but they never talk about whether annuities are right. Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Thanks to the work of three economists, we have a better understanding of what determines an asset's price. Pundits go on and on about how "terrible" or "wonderful" annuities are, but they never talk about whether annuities are right. Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Services
At PH Tax & Wealth Solutions CPAs, Inc., our objective is to help our clients meet their financial goals for themselves, their families, their businesses and their favorite charities. We realize that the healthiest clients are best served when we focus on the core person, thus strengthening their financial position to fulfill the needs of their top priorities.
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. Mila holds a BS degree in Business Administration with an Accounting concentration, from San Francisco State University.
Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer. Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing.
At PH Tax & Wealth Solutions CPAs, Inc. our objective is to help our clients meet their financial goals for themselves, their families, their businesses and their favorite charities. We realize that the healthiest clients are best served when we focus on the core person, thus strengthening their financial position to fulfill the needs of their top priorities.
PH Tax & Wealth Solutions CPAs, Inc. is a place where you will find a blend of expertise and personal attention. We provide a broad range of services for individuals and businesses. We are experienced and friendly. Our firm has grown from personal relationships and client care that has made us the premier firm in our community.
Reviews (3)
Zita Ibrahim
Dec 09, 2020
Report
Positive: Professionalism, Quality, Responsiveness, Value
A highly respected, competent , knowledgeable and professional people providing valuable expertise in financial management , tax preparation, investment , and more. My life has turned around from a negative to a positive through the valuable guidance of Mila Nues Coffey; I have trusted her for over three decades.
A highly respected, competent , knowledgeable and professional people providing valuable expertise in financial management , tax preparation, investment , and more. My life has turned around from a negative to a positive through the valuable guidance of Mila Nues Coffey; I have trusted her for over three decades.
Charles Harris
Aug 13, 2020
Report
Positive: Professionalism, Responsiveness
I’ve used their services since 2000 for business (RealEstate) and joint family reporting. Never a problem, plus they anticipate situations we have sometimes overlooked. The price is right and they always have smiles -the whole office. You will not be dissatisfied if you avail yourself of their service’s
I’ve used their services since 2000 for business (RealEstate) and joint family reporting. Never a problem, plus they anticipate situations we have sometimes overlooked. The price is right and they always have smiles -the whole office. You will not be dissatisfied if you avail yourself of their service’s
Debi Walker
Nov 01, 2014
Report
