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.
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.
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.
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.