PH Tax & Wealth Solutions CPA

What PH Tax & Wealth Solutions CPA does

PH Tax & Wealth Solutions Certified Public Accountants, Inc. is a privately held CPA firm headquartered in a single office in Richmond, California, with 1-10 employees serving clients primarily in the San Francisco Bay Area. The firm delivers three core service lines: Tax Planning & Preparation, Financial Services & Wealth Strategies, and Estate Planning & Trust Administration. It serves individuals, pre-retirees and retirees, and high-net-worth individuals, addressing needs across tax compliance, retirement income, wealth transfer, and legacy planning.

The underlying technology stack is assembled from third-party platforms rather than internally developed IP. The firm operates the AdviceWorks Client Portal (powered by Avantax/Cetera Wealth Services) for client account access, the Revver Document Portal for secure document exchange, and an FMG Suite-powered website featuring an interactive calculator suite covering retirement savings, college savings, monthly budgeting, investment comparison, 401(k) projections, federal capital gains estimation, and wedding budgeting. No proprietary software, APIs, or AI capabilities are disclosed.

The business model combines professional service fees for tax and estate work with recurring investment advisory fees and brokerage commissions routed through the Cetera Wealth Services affiliation. Pricing is quote-based and not publicly disclosed. Go-to-market is sales-led and relationship-driven, supported by content marketing (articles, calculators, videos) and the regulated credibility of FINRA BrokerCheck registration. Securities are offered through Cetera Wealth Services LLC, member FINRA/SIPC, and advisory services through Cetera Investment Advisers LLC.

Name

PH Tax & Wealth Solutions CPA

Legal name

PH Tax & Wealth Solutions Certified Public Accountants, Inc.

Website

https://phcpas.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

PH Tax & Wealth Solutions CPA is a privately held, single-office CPA firm in Richmond, California offering tax planning, financial advisory, and estate planning services to individuals, pre-retirees, and high-net-worth clients in the San Francisco Bay Area, with securities and advisory services delivered through Cetera Wealth Services.

Ownership category

akta.pro rank

Headquarters

HQ city

Richmond

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Tax Preparation and Planning Services: Professional tax preparation and planning services for individuals and businesses. Revenue generated through professional service fees.
2. Financial Advisory and Wealth Management: Wealth management and financial planning services provided through Cetera Wealth Services LLC and Cetera Investment Advisers LLC. Includes investment advisory fees and brokerage commissions.
3. Estate Planning Services: Estate planning and trust administration services including document preparation and ongoing trust management.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

PH Tax & Wealth Solutions CPA is a Certified Public Accounting firm delivering tax planning and preparation, financial planning and wealth management, and estate planning and trust administration services to individual clients. Services are delivered through relationship-based advisory engagements, with brokerage and investment advisory capabilities supplied via an affiliation with Cetera Wealth Services (Avantax community) and supported by the AdviceWorks client portal and a Revver-based secure document portal.

Product overview

PH Tax & Wealth Solutions CPA is a Certified Public Accounting firm offering a unified suite of financial services organized around three core offerings: Tax Planning & Preparation, Financial Services & Wealth Strategies, and Estate Planning & Trust Administration. The firm delivers these services through a combination of direct advisory engagements and client-facing digital tools, including interactive financial calculators (College Savings, Monthly Budget, Retirement Projections, Investment Comparison, 401(k) Planning, Capital Gains Estimation, and Wedding Budget), document management through the Revver Document Portal, and account access via the Avantax-powered AdviceWorks Client Portal. The product portfolio operates as an integrated service model where digital tools complement traditional accounting and wealth advisory services.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Planning & Preparation Core tax planning and preparation services for individual and business clients, including federal and state tax filing, tax strategy development, and compliance support. Delivered by CPA professionals through the firm's Richmond, CA office.
• Financial Services & Wealth Strategies Comprehensive financial planning and wealth management services, including investment management, retirement planning, and wealth accumulation strategies, for individual clients. Securities and investment advisory services are delivered through affiliated registered representatives of Cetera Wealth Services LLC and Cetera Investment Advisers LLC.
• Estate Planning & Trust Administration Estate planning services for individual clients covering will preparation, trust administration, gift planning, and wealth transfer strategies designed to preserve and distribute assets according to client wishes.

Quantifiable outcome

• Help clients address pressing money questions and achieve financial goals
• +1 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature7 records

Partnerships

One partnership is on record.

• Avantax / Cetera Wealth Services LLCcoreGTM or Marketing PartnerPH Tax & Wealth Solutions is part of the Avantax community within Cetera Wealth Services LLC. Securities are offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC, a registered investment adviser. This affiliation enables the firm to offer both brokerage (transaction-based) and investment advisory (fee-based) services to clients.

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Broad incumbents

• Anders CPAs + Advisors: Mid-market CPA firm that has built an integrated wealth advisory practice alongside tax and audit. Highly comparable business model to PH's CPA-plus-wealth hybrid, though at much larger scale and broader geographic footprint.
• Wipfli LLP: Large accounting and advisory firm with a wealth management arm serving individuals and businesses. Comparable integrated CPA-plus-wealth proposition though with national scale and a broader service menu than PH.
• Plante Moran: Major U.S. CPA and advisory firm with a wealth management practice. Offers a similar integrated tax, retirement, and estate planning bundle aimed at individuals and business owners, but at significantly larger scale.
• Lattimore Black Morgan & Cain: Mid-sized CPA and business advisory firm with a wealth management practice. Closely mirrors PH's hybrid CPA-plus-wealth model for individuals and business owners, though operating at much larger scale across multiple states.
• Cetera Financial Group: Parent affiliation that provides PH with its brokerage and investment advisory infrastructure. Directly comparable because PH's wealth management offering is effectively delivered through Cetera's product and platform stack.
• Creative Planning: Large RIA that bundles financial planning, tax-aware investing, and estate services for HNW households. Comparable because it targets the same pre-retiree/retiree/HNW segment with a planning-led, relationship-based model that competes for the same wallet share.

Others

• FMG Suite: Marketing and content platform that powers PH's website, calculators, and resource center. Included as an ecosystem/enabler peer because FMG is a key supplier of PH's digital client-engagement infrastructure rather than a competitor.

Emerging players

• Personal Capital (now Empower Personal Dashboard): Digital wealth platform combining financial planning tools with human advisors, including tax optimization features. Represents the digitally-enabled, planning-led competitive set PH is positioned against for retirement-focused clients.
• Buckingham Strategic Wealth: RIA focused on evidence-based financial planning and tax-aware portfolio management for individuals. Comparable target client (pre-retirees, HNW individuals) and similar planning-centric value proposition, but lacks the bundled CPA tax preparation service PH provides.

Direct peers

• Avantax Wealth Management: Community within Cetera specifically serving CPA-affiliated financial professionals. PH operates inside this network, so Avantax-affiliated practices are the most direct peers in terms of business model, technology stack, and target client.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Customer concentration

• LinkedInlinkedin.com/company/progressive-construction-inc.

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about PH Tax & Wealth Solutions CPA