The Phillips Group 2300 East Katella Avenue, Anaheim, CA 92806

"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 for another accounting firm that had more experience with tax laws for businesses. Thankfully, I found Laura Phillips, who specializes with handling taxes specifically in dental offices. When we first met with her, she reviewed our tax return where we had paid over $100,000 to the IRS, and she confidently said it was incorrect, and that we did not owe that money. With her dedication to help us, she was able to amend our tax return to the IRS, and we were able to get our money back, plus the IRS paid us interest. Since then, we have our full confidence in the services provided by Laura and her team at the Phillips Group. We signed up for the monthly services which includes our monthly accounting, and have our own personal accountant, Nick Cejas, who always answers any questions I may have, and even takes care of many accounting tasks that they keep track for me throughout the year. We have quarterly meeting with Laura to go over how we are doing and what she recommends to get the best outcome for the upcoming tax return. Also, I wanted to mention how we really enjoy and appreciate Nick, as he always goes the extra mile to help us, and we always feel like he has your full undivided attention with every conversation together. He is very personable and informative, and we are thankful he is a part of the Phillips Group team. Being with the Phillips Group for over 5 years, I would recommend them to all dental offices to handle your accounting. Leave it to the experts and they will help you stay on track and keep you more focused in providing excellent care for your patients. Thank you, especially, to Laura Phillips and Nick Cejas for always giving us peace of mind. with our business finances. ."

"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."

"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 owners of the bussines. If you are looking for an exceptional accounting team you found one."

"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 to have someone like Laura because owning a business can seem so difficult nowadays. My favorite part about working with The Phillips Group is knowing that I can email or call them and not be charged since I’m on a monthly retainer. I have a dedicated staff accountant assigned to me so anytime I have a question or an issue, I can contact them without being charged. They’re accessible and pretty much always have an answer for me. The fact that we were able to build a level of trust so quickly is another reason why I’m satisfied. It is difficult to know with certainty that these companies care about you as a person and care about your business, but there’s an old school sincerity about them. They are a small business too so they possess a level of understanding that is intangible. For anyone who has a business or plans to have a business in the healthcare field, I would strongly recommend Laura and co at The Phillips Group. They have the knowledge, the resources, and the attitude. Thank you to everyone at The Phillips Group!."