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The Phillips Group

The Phillips Group

Reviews Summary

The Phillips Group receives overwhelmingly positive feedback, with most reviews praising their professionalism, expertise, and personalized service. Clients highlight their tax strategy guidance, prompt communication, and ability to reduce tax liabilities. Many long-term clients (20+ years) commend their consistency and trustworthiness. A few mention specific staff members for going above and beyond. The only negative review cites poor communication after expressing dissatisfaction. Overall, they are highly recommended, especially for dental professionals and business owners.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Healthcare
QuickBooks
Multi-state Experience
Remote Services
CPA License

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Healthcare
QuickBooks
Multi-state Experience
Remote Services
CPA License

Contact Information

Address

2300 E Katella Ave #405

Anaheim, California 92806

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

It's has been a blessing to be able to find a professional and knowledgeable accounting team at the Phillips Group. My husband purchased his dental office in 2017, though for the first year, he kept the same accountant we used for our personal taxes. Unfortunately, our other previous CPA was not familiar with the business aspect of taxes, and my husband was surprised with owing over a $100,000 in taxes to the IRS that first year of ownership. This was a big stress to my husband, so I decided to help search

I have been a client of The Phillips Group for over 25 years. They have been instrumental in helping my Dental practice Thrive over the years and I am so happy to have them on my Team. I have referred several colleagues over the years and I know they have been very happy as well. Laura Phillips has been great and Nick Ceja is and integral and attentive part of my Practice.

I?m happy to leave a review for a company that I?m happy to be working with. The Phillips Group provides me consultations with my business and files my tax returns. All my experiences with them have been productive because they truly know their stuff. Laura Phillips advises me on major business purchases, answers time-sensitive tax questions, and provides me with perspectives to reduce tax liabilities. It is so helpful to have her and the firm guide me through important decisions. Every business owner needs

I have been using The Phillips Group for more than 20 years now. I was always extremely happy with their services. For the last 5 years Nik has been the tax associate assigned to my account. During this time we had a great working relationship. He was always available when I needed something and made sure that my taxes are done properly and on time. I couldn?t be more happy with him and the entire team at The Phillps Group. Least but not last I want to mention how happy I am with Laura and Andrew, the owner

The Phillips Group has been awesome. Laura and Andrew are very straight forward with my tax strategy and are also personable individuals. Arianna Solis is a staff accountant who is assigned to me, and she?s very prompt in her response. I feel safe knowing that they have my best interest. If you?re a dentist, I highly recommend the Phillips Group.

Our experience with The Phillips Group has been fantastic. My husband and I have been with them for over two years, and we have been given all the tools, advice, and service to help reach our goals. Thinking back to our expectations when we first began services with them, I can confidently say that they have surpassed our expectations, and especially in terms of consultation and tax savings. We feel empowered because we have pretty much an entire firm that works alongside us and working behind the scenes to

I have been a client of The Phillips Group for more than two decades, and I have always been very happy with their thorough services and professionalism. Laura is very knowledgeable and Nick Ceja has always been prompt in getting back to me and helping whenever I have reached out with questions.

Shoutout to The Phillips Group! I?ve learned so much through their guidance and advice. Nick is always there to address questions related to my finances. Nick, Laura, and the rest of the team go above and beyond by taking initiative when my personal life overwhelms me. I hope to continue to work with them as I progress in my career.

The Phillips Group is fantastic. You can tell that they have a strong bond and work well together. Laura, Amanda, and Nick have been a pleasure to work with.

The Phillips Group provides outstanding tax preparation services with warm, professional customer service. Nick Ceja went above and beyond to help me with a tax refund, and Laura Phillips has provided accurate and prompt accounting services. I highly recommend this company.

So sad to leave this negative review. It stems from the way I was treated after I decided to leave them. Everyone makes mistakes, but the decision came from the fact that they did not have an understanding of my account despite the high monthly fee I was paying them. After I informed them that I was unhappy and was thinking of leaving they ceased all communication and would not direct or return my calls when I had questions. I never got answers. The promises they made for filing my tax paperwork were also e

A note to my accountants ... Andrew and Laura, First of all, thank you both for all of the fine service you have accomplished for my family and I year in and year out, the security and comfort it provides us are priceless. And ... thank you for taking my brother on as a client. The work you do for us is valuable to all, particularly myself. Much appreciated always, Lance

Phillips Accountancy is the best in California. For us over 23 years. Nick is incredible. Everyone at the firm gives us 100%.

Would recommend to everyone. Whether it?s helping with tax planning, business expenses, or yearly taxes, this office has never let us down. Laura and her team are on top of it, communicate so well, and are always looking out for us.

I have been working with Nick for over a year now. He is very helpful and responds in a timely manner. He is a pleasure to work with.

Nick helped me sort through some accounting issues and was very helpful and informative in managing my QuickBooks.

Great service thanks for all your help

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.