Your message has been received. Someone will respond shortly.
x
Send us your questions
Get directions
Phillip S. Winslow, CPA 1910 Olympic Boulevard, Suite 325 Walnut Creek, CA 94596 Phone: 925.932.1655 Fax: 925.256.6526
Phillip S. Winslow, CPA 1910 Olympic Boulevard, Suite 325 Walnut Creek, CA 94596 Phone: 925.932.1655 Fax: 925.256.6526
I will help you donate less to the IRS.
Services

Phil Winslow, CPA, is a Walnut Creek-based tax and accounting firm that places the emphasis on listening to our clients. We provide the following services:

Preparation of Compilation Financial Statements for small- and medium-sized businesses.

Cash management and income tax planning for businesses, which help the business owner put more money in their pocket for retirement plan contributions, expanding the business, fringe benefits, and enhanced quality of family life.

Estate tax and income tax planning for individuals, estates, and trusts that legally helps retain the maximum earnings for the client, while minimizing the check written for taxes.

Estate tax return preparation, using techniques that help ensure the maximum estate assets reach the intended heirs.

Income tax preparation for individuals, partnerships, corporations, estates, and trusts, using experience to minimize IRS audit exposure.

IRS and FTB audit representation in that rare instance when it is necessary. We are very successful in representing our clients.

Our goal in working with clients is—first and foremost—to build trust. Our clients are educated to plan ahead, and to discuss those plans with us before implementing them. As a result of partnering with us and working with our planning advice, our clients benefit by saving time and money, and achieving their goals.

Good referrals for us are when you hear friends, family, and business associates say things like, "I never hear from my accountant except when it's time to prepare my tax return," or, "My CPA never calls me with any planning ideas."