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Would you benefit from -
• a free initial personal Total Money Makeover consultation with an
experienced financial planner?
• thoroughly understanding your personal financial planning issues?
• discovering a sound system of improving your cash flow?
• establishing a simple and realistic budget for your household?
• learning how to distinguish between "good" debt and "bad" debt, and to
eliminate "bad" debt, thereby enhancing your ability to build wealth and
achieve your financial dreams?
• internalizing the real value of maintaining an emergency/opportunity fund?
• learning the very simple difference between the kinds of life insurance and
discovering how to save a monumental amount of money in life insurance
premiums?
• proactive implementation of strategies to build and preserve your wealth?
• a free initial tax preparation and planning consultation?
• having your income tax returns prepared and filed, on time, this year?
• a free initial tax planning consultation to optimize your tax refund, or
minimize your tax liability, while minimizing risk of audit by the Internal
Revenue Service, Utah State Tax Commission, and the California Franchise
Tax Board?
• implementing sound strategies to minimize your income tax liabilities and
optimize your income tax refunds in the future?
• getting the kind of tax help that will finally extinguish that old tax debt?
• a free initial assessment of your HUD audit requirements for Certification
or Recertification as a Nonsupervised Mortgagee or Loan Correspondent?
• a free initial audit, review or compilation evaluation for your Homeowners'
Association?
• a free initial accounting & bookkeeping evaluation for your business?
• a free initial business financial plan consultation?
• implementing better bookkeeping or software to manage your
finances that will save you time and minimize the risk of incurring penalties?
• learning strategies to create better cash flow and more profits to expand
your business?
• learning how to recognize the unsoundness and unprofitability of certain
home-based business opportunities, particularly a Multilevel Marketing
(MLM) company, regardless of the promoters' private, undocumented claims.
• learning how to recognize the infeasibility of "pyramid" schemes, regardless
of their "legality," as clouded by incidental product sales requirements.
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From California to Utah!
In San Jose, California for 25 years!
Phil was first granted his earned certification from the California Board of Accountancy, in April 1980, and he commenced his own public accounting practice, in California, in April 1981. For over 25 years, Phil has brought together the best in skills, organization, objectivity, integrity, and, most of all, vision, to help you win with your money matters.
Now, in Sandy (Salt Lake City), Utah!
2007 was the year Phil brought his expertise to Utah and became Utah's newest CPA, licensed by endorsement, having met all of the requirements of the Utah Division of Occupational and Professional Licensing, including having substantiated well over the required 300 hours of audit experience!
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