PlushStone Advisory, Tax, & Accountancy - Rancho Santa Margarita, California

Address: 22521 Avenida Empresa Suite 105, Rancho Santa Margarita, CA 92688.
Phone: 9494555353.

Specialties: Certified public accountant.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Appointments recommended.
Opinions: This company has 9 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of PlushStone Advisory, Tax, & Accountancy

☎️9494555353

⏰ Open Hours of PlushStone Advisory, Tax, & Accountancy

Monday: 8:30 AM–6 PM
Tuesday: 8:30 AM–6 PM
Wednesday: 8:30 AM–6 PM
Thursday: 8:30 AM–6 PM
Friday: 8:30 AM–6 PM
Saturday: Closed
Sunday: Closed

PlushStone Advisory, Tax, & Accountancy Overview

PlushStone Advisory, Tax, & Accountancy is a distinguished firm located at Address: 22521 Avenida Empresa Suite 105, Rancho Santa Margarita, CA 92688, offering comprehensive financial services to individuals and businesses alike. With a phone number Phone: 9494555353, clients can easily reach out to schedule appointments or get immediate advice. The firm's website, though not specified in the provided details, is likely to offer further insights into their services and client testimonials.

Specialties

One of PlushStone's standout features is its focus on certified public accountants. This specialization ensures that clients receive high-quality, compliant financial advice and tax planning. Their expertise extends beyond just tax services, encompassing a wide range of CFO services that cater to the holistic needs of their clients. This broad scope of capabilities positions PlushStone as a one-stop solution for all financial advisory needs.

Accessibility and Inclusivity

PlushStone Advisory emphasizes accessibility, making their services inclusive for everyone. Their wheelchair accessible entrance and parking lot are notable points of interest, ensuring that all clients, regardless of physical ability, can access their services comfortably. This attention to detail demonstrates the firm's commitment to serving a diverse clientele.

Client Experience and Opinions

The reviews on Google My Business paint a glowing picture of PlushStone Advisory's service quality. With 9 reviews and an average opinion of 5/5, it's clear that the firm has built a reputation for excellence. Clients frequently praise the firm for its ability to provide comprehensive financial guidance, something they've personally experienced and valued deeply. The firm's long-term relationships with clients, evidenced by those who've stayed with them for years, highlight their reliability and the trust they've earned in the community.

Recommendations for Potential Clients

For anyone considering PlushStone Advisory, it's recommended to take advantage of their free consultation to discuss your specific financial needs. Given the firm's extensive experience and the rave reviews they've received, prospective clients can expect personalized service that goes beyond the ordinary. It's also advisable to book appointments in advance, considering the firm's commitment to customer service and the potential for high demand due to their excellent reputation.

👍 Reviews of PlushStone Advisory, Tax, & Accountancy

PlushStone Advisory, Tax, & Accountancy - Rancho Santa Margarita, California

Jason B.

5/5

Sean and his team have been advising helping us grow and been a great partner that has helped our business progress over the years. We simply could not be where we’re at today without Sean and his help. The immense value we get from Plush Stone’s services cannot be matched. When I found it my company, I must’ve gone through four or six different CPAs and financial advisors. None of them were the total package that offered not only tax planning but also general CFO services. Plush Stone does it all. plush Stone is and always will be a part of our company.

Ira G.

5/5

Sean and his team are very thorough, professional and communicate very effectively. Sean did an excellent job for our 2023 taxes, and was very thorough in providing me with suggestions and changes to help my small business situation for 2024. I would highly recommend Sean and PlushStone!

Brow H.

5/5

We hired Sean as our CPA with our business growing quickly and wanting to keep track of its growth as well as staying on top of all our taxes so that we had no end of year surprise come tax time.

Sean is a true professional at what he does and goes above and beyond to make sure that your business is always on track for financial growth and advising and supporting us with as much tax savings as legally possible.

All the PlushStone employees are highly knowledgeable and extremely helpful with all things tax related. We highly recommend Sean and the PlushStone group for all your tax needs and financial planning.

Christina D.

5/5

Sean and his team are professional, innovative, and care about my small business. We have learned and grown from Plushstone's insights and wisdom. Definitely highly recommend!!!

Amir E. E.

5/5

Apart from the quality work product and attention to detail, Sean and the team at PlushStone are incredibly professional, knowledgeable, and easy to work with. They are always my go to for especially difficult tax or accounting questions. I even refer my own clients to PlushStone and have received nothing but positive feedback. Highly recommended!

Victoria A.

5/5

YES YES YES! Hire them, thank me later.

Sean was recommended to me by a friend and fellow business owner. In the midst of merging two marketing companies, Sean and the Team at PlushStone sifted through ALL the mess that came with it, were extremely helpful, patient and efficient month to month. I recommend them to all of our clients and anyone in need of some financial organization. One less thing to worry about at the end of each month. WELL worth the investment for your sanity.

William L.

5/5

Plushstone is amazing! They handle accounting for our company and our personal finances and we couldn't be happier. We actually went through six terrible accountants before finding them. We're so grateful to work with specialists that not only know more than we do, get their work done, and are so friendly. We couldn't recommend them more.

Joseph V.

5/5

Professional, reliable and honest!! My type of business......