We prepare and file your Individual Income Tax Return. This includes a 45-min annual tax preparation meeting, your estimated tax vouchers - sent electronically - and up to two of your child's returns. We don't charge extra for additional states or forms, other than for a Schedule C (Sole Proprietor).

We prepare and file your Business Income Tax Return. This also includes a 45-min mid-year tax planning meeting and your estimated tax vouchers, which are sent to you electronically.

Having a hard time getting a hold of your current accountant? Receive advice whenever you need it with a dedicated support team, along with preferred access to our appointment scheduling system.

Plus, clients on our Advanced Plan receive priority access to our appointment scheduling system, along with even faster responses.

Businesses lose tens of thousands every year because they do not understand what’s available to them. Each quarter, we’ll sit down, plan and discuss advanced tax-reduction strategies so you can start saving money and grow your business further.

We believe you should spend your time on your dental practice, not managing your retirement plan. We’ll review your current plan and make tax strategy-based suggestions.

Plus, all of our clients have access to a retirement plan with low, or in many cases, no annual administration fee that reduces risk, is cost-effective, and is easy to manage: The Phillips Group 401(k) Plan.

Tired of all the stress that comes with organizing your books? We can take care of all your monthly accounting for you, so you can get back to running your practice (or spending more time with loved ones). Specifically, we will key in all your transactional banking data, categorize your income and expenses, reconcile your accounts, and record your production, collections, and accounts receivable figures. Never worry about your monthly books again.

In California, getting a business property statement wrong can result in your business losing thousands in unnecessary taxes. We take care of your business property statement for you, so you can pay exactly the tax you owe.

In general, the IRS requires businesses to issue a form 1099 to any other business or person to whom it paid $600 or greater for services in a given year. We will calculate who is owed a 1099 and in what amount, and then prepare these forms on your behalf.

Operating out of a city like Los Angeles, Detroit, etc.? These require their own annual tax filings. We’ll take care of these, too

If you buy goods from outside of your state and don’t pay sales tax, the state will levy Use Tax. Errors in this form can lead to serious financial penalties. We’ll handle your use taxes for you, ensuring everything is up to date and filed correctly.

Want to scale and grow your business? Our comprehensive financial insights provide you with straight-forward, easy-to-read competition benchmarking data and key performance indicators, helping you reduce expenses and increase revenues.

Ready to accelerate your business further? We use the latest technology, including innovative artificial intelligence to supplement our decades of industry experience, all with the purpose of helping your business perform better, smarter and faster. Speak to us to learn more.

To maintain your corporate status, states require your corporation to meet certain business formalities. Corporate Minutes record those official actions so you can maintain your status. It's essential for your business to record corporate minutes for all official shareholder and board of director meetings. This document is required by law for all corporations, and if you get audited, you'll need to be able to produce your Corporate Minutes. 

Stay compliant—without the hassle.

Each year, most cities and counties require businesses to renew their licenses to remain in good standing. Our Annual Business License Renewal service removes the burden from your plate and ensures timely, accurate filing with your local jurisdiction.

As part of this service, we will:

• Monitor your license renewal deadlines

• Prepare and submit your annual business license renewal paperwork

• Calculate and inform you of any associated fees

• Coordinate with local agencies if follow-up is required

• Maintain a digital record of your renewal confirmation for audit support

Whether your business operates in a single city or across multiple jurisdictions, we’ll help you stay current and compliant—so you can focus on running your business.

This service is now included as part of our Advanced Plan at no additional cost.

Let us handle the paperwork. You handle the business.

Every year, most business entities are required to file annual or biennial reports with the Secretary of State to maintain good standing. Our Annual Secretary of State Filing service ensures this important compliance step is handled accurately and on time—so you can avoid late fees, penalties, or even administrative dissolution.

Here’s what’s included:

• Preparation and submission of your annual or biennial report

• Verification and confirmation of your business’s current registration details (e.g., legal name, address, registered agent)

• State-specific compliance monitoring and deadline tracking

• Delivery of filing confirmation for your records

Whether you're operating in California or another state, we help you meet your Secretary of State requirements efficiently and stress-free.

In the very unlikely event that your personal or business* income tax return is selected for IRS or state audit, we will represent you at no cost to you - up to the appellate level, if needed.

*Covers the business associated with this Advanced Plan. Additional businesses, if any, are not covered. However, Audit Protection for those non-covered businesses may be available for an additional fee.

Clients can access important documents like tax returns, financial statements, and more, anytime from the client portal. This eliminates the need for insecure email exchanges and allows for easy retrieval of past information.

At The Phillips Group, we stand behind the accuracy of our work. That’s why every income tax return we prepare is backed by our Accuracy Guarantee.

If we make an error in the preparation of your return that results in interest or penalties charged by the IRS or a state tax authority, we will cover those charges—period.

We believe in accountability, transparency, and doing right by our clients. This guarantee reflects our commitment to delivering quality work you can count on.