Cinema Del Ray

At Ted Phillips, we believe that helping our clients with financial strategies is about more than just numbers on their tax forms. It's about understanding their goals and aspirations. Whether you're looking to send your children to college, retire comfortably, or grow your business, we're here to help. Our philosophy is centered around making the most of your income so you can achieve your dreams. We offer a personalized and down-to-earth approach, backed by years of experience in public accounting and a deep understanding of the financial landscape.

With over 20 years of experience in the field, including stints at Big Five accounting firms and national banks, we've had the privilege of advising a wide range of clients, from high-profile individuals to small business owners. Our expertise spans tax preparation and planning for individuals, trusts, and estates, as well as retirement planning, education funding, and family budgeting. We're committed to providing top-notch service, professionalism, and accuracy, ensuring that you feel supported and informed every step of the way.

At our core, we're dedicated to building long-term relationships with our clients, based on trust, understanding, and a genuine desire to help you achieve your financial goals. Whether you're seeking advice on your annual taxes or looking to plan for the future, we're here to guide you through every stage of your financial journey.

Services

Our comprehensive range of services includes:

• Income Tax Preparation for Individuals
• Income Tax Planning for Individuals
• Income Tax Preparation for Trusts
• Income Tax Preparation for Estates
• Retirement Planning
• Education Funding Planning
• Family Budgeting
• Review of Prior Year Tax Returns