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Last Updated April 1, 2025

Client Review on Beth Phillips Pc
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My wife and I have been using Beth Phillips as our CPA since 2012. I have to say, their process is pretty good. I think, we've only set foot in their office twice. Everything is done in the convenience of your home. All you really need is scanner to put everything into a PDF, and their portal is so convenient and easy to use. All of the questions that I have is done through emails (or calling). Both phone/email customer service is good. Keep in mind though that this all happens through tax season, so I understand if the emails does not get answered immediately. I never had to resend the same email twice. The price is reasonable. As a business owner, I'm trying to reduce cost, and they are willing to work me with on that as well. For other #daytraders out there, this place truly understand how to handle trade statements. I interviewed 10 other CPA's and whether they knew how to handle these documents. 99.99% of the 10 did not know what I was talking about, which made me uncomfortable on how my taxes will be handled.
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