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    Phaenix Advisory Services

    5.0 (4 reviews)
    Closed Closed
    Updated 2 months ago

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    Services - Phaenix Advisory Services

    Business consulting

    Business filing for current tax year

    Individual filing for current tax year

    4 More Services

    Current year tax preparation and filing

    Business filing for past tax year(s)

    Individual filing for past tax year(s)

    Past year(s) tax preparation and filing

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    Recommended Reviews - Phaenix Advisory Services

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    20 days ago

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    Jason H.

    Awesome David. Let's continue to grow our business together.

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    14 days ago

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    Jason H.

    Thanks for the recommendation, Allen!

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    2 months ago

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    Jason H.

    Thank you Linh, appreciate you

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    14 days ago

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    Jason H.

    Glad we can help :)

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    Premier Tax Advisors

    Premier Tax Advisors

    4.8
    (65 reviews)

    Nam is extremly responsive. I reached out to a lot of CPA and he was one of the ones that responded…read moreto my inquiry about internatioal wire transfer. Which I so appreciate. He was very generous during the consultation and was treating me like a client even though I wasn't a good match for his service. Nontheless, he was professional, helpful, patient, and very knowledgable. If I ever need his service, I would def hire him.

    Navigating my tax situation is like trying to untangle a messy, complicated web - with ISO stock…read moreoptions from my employer's IPO, RSUs, AMT credit, cryptocurrency, and a recently acquired house in the mix. After negative experiences with other tax professionals in the Bay Area, I was referred to Premier Tax Advisors through a friend. My intro consultation was with Nam and I IMMEDIATELY knew that my tax situation was in good hands. In that first meeting, he provided a wealth of knowledge and value. I came away from that intro with more insight into taxes than I ever had at previous tax firms. The ease of my 2022 tax filing process was amazing. Every aspect was seamlessly conducted through email, phone, or video chat. I simply uploaded all relevant documents into a shared online folder, and Nam's constant communication kept me informed about the necessary steps. The entire process was incredibly organized. If you're like me and have a tax situation resembling a financial maze, save yourself the hassle and entrust your affairs to Nam and his team. They not only make the process easy but also deliver a level of expertise that's unparalleled in the Bay Area!

    Phaenix Advisory Services - taxservices - Updated July 2026

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