Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Staff Profiles

PHILLIP BROWN E.A.           Enrolled Agent, Tax Specialist

Is a Vietnam Veteran. He has over 35 year experience as a Tax Professional, preparing both personal and business tax returns, as well as for trust & estates. And more than 20 years as an Enrolled Agent (EA), which allows him to represent his clients before the IRS. He attends more than 150 hours each year of Continuing Education and Seminars for current Tax Laws.   When it comes to small businesses he will thoroughly research the tax laws that will benefit the client

STEPHEN TURNBAUGH      Accounts Manager and Notary Public

Graduated from Coastline Community College with a Major in Industrial Quality Control, with 25 years experience in Quality Management & Supervision in the Aerospace Industry, specializing in Document Control – Policy & Procedures.

He has been with PSI Financial Service over 5 years; as the Accounts Manager; Conducting the Initial Tax Interview, tracking the clients current status from the interview to filing. Responsible for approval and e-filing client Tax Return as well as maintain client billing status. He prepares all client documents and tax return for scanning to a CD disc for the client’s personal records.

He is also a licensed Life Insurance agent and SEC representative with an International financial Service company, setting up both personal and business retirement plans

JOAN KINGSTON      Bookkeeping Manager

Is a graduate of Cal-Poly Pomona with a BS in Business Management. She has over 20 years experience in Accounting, bookkeeping, payroll and human resources. At PSI Financial she is responsible for managing the bookkeeping account with a proficiency in Quick Books. Also she is the research analyst for business development

EVIE QUINONES        Office Manager

Has more that 20 years working in the office environment with experience in; Sales Management, Purchasing, Payroll, Accounts Receivable and Staffing. At PSI Financial she is in charge of Client Scheduling, Accounts Receivable and client relations.

She is also an Independent business owner of Evie Dance Studio.