Temecula Tax Service, Phillip B. Chute, EA
(16 Reviews)
In addition, Phillip B. Chute, EA was a licensed stockbroker for 20 years and a held NASD Series 7 License [General Securities], Series 24 License [Principal. OSJ and branch manager], and a Series 63 [Registered Investment Adviser]. Mr. Chute has current insurance licenses with California; Accident and Health Agent, Casualty Broker-Agent, Life-Only-Agent, and Property Broker-Agent.
Official Website
Highlights
We’ve sourced these Highlights directly from the business, so there may be some errors or omissions. Let us know if you have any feedback or suggestions on how to make this information better!
In Business Since 2010
Sentiment Analysis
Mr Chute was able to see me the next day and aside from being such an interesting individual and enjoyable to get to know a bit, he was very proficient and efficient about my taxes.
Handled our personal and corporate financials and taxes for years now.
Furthermore, Phil advised my daughter in law with additional tax advice, even though she used another EA for this tax year without charging her.
Now, as he is working with me as a client, I am receiving the same courteous, knowledgeable, and professional service delivered with efficiency as I did that day on the phone.
Phillip was top notch in completing our taxes and helped to show us ways to reduce our tax liabily for the following years.
We felt very comfortable and we'll be back next year.
Temecula tax service team is a professional, responsive to questions, and very well organized tax service.
He also recently saved me tens of thousands of dollars on a dispute I had with the IRS over an early retirement distribution.
He asked all of the right questions, guided us through the process, and had the tax documents in our hands in just a few days...
I would highly recommend him to do the trust fund or estate taxes should you find yourself in a similar position.
Your opinion is important
We invite you to share your experience in a review.
Read more reviews on:
Please leave us a review and let us know about your experience.