The Phillips Group

05/17/2026

Great Food. Great Wine. Great Cause.
40+ chefs, 25+ wineries, live 80’s music, and an electric live auction, all benefiting The Priority Center (formerly the Child Abuse Prevention Center of Orange County).
https://mailchi.mp/phillipsgrouptax/a-cause-close-to-my-heart

04/30/2026

Two Weeks Out: What You’ll Take Away on May 15 - https://mailchi.mp/phillipsgrouptax/stop-revenue-leakage-5-15-26-2

04/22/2026

This , we’re reminded that stewardship matters in every form.

At The Phillips Group, that belief extends beyond the work we do for healthcare professionals and the practices they lead. It also shows up in how we serve our community, support local causes, and look for meaningful ways to make a positive impact.

Small actions, taken consistently, create lasting change, whether in business, in our neighborhoods, or for the future we all share.

Happy Earth Day from all of us at The Phillips Group.

04/21/2026

The Question That Changes Everything for Your Practice - https://mailchi.mp/phillipsgrouptax/stop-revenue-leakage-5-15-26

03/09/2026

Over 30 years as a client. 💛

That’s not just a review. That’s a relationship.

We’re so thankful for Hulda and for the trust she’s placed in our team for more than three decades. Being described as efficient, knowledgeable, and personable means a lot to us because that’s exactly the experience we strive to deliver.

Tax and accounting aren’t just about numbers. They’re about people, families, and businesses we get to walk alongside year after year.

Hulda, thank you for being part of The Phillips Group story for so long. We’re grateful for you.

02/12/2026

“You guys ROCK!!!!”

We’re not going to lie… we love seeing that in a review. 😊

Huge thank you to Jay for the five-star feedback. Laura and the entire team truly care about making tax season as seamless and stress-free as possible. It’s never just about filing a return. It’s about showing up, communicating clearly, and taking care of the details so our clients can focus on what they do best.

If you’ve trusted The Phillips Group with your business or personal taxes, we’re grateful for you. And if you’ve had a great experience, your review means more than you know.

Thank you for being part of our community.

01/30/2026

Designing a Practice That Creates Wealth, Not Just Income -

Michael Njo, DDS, is a nationally recognized authority in dental practice transitions, valuation, and ownership strategy, with more than 30 years of experience helping dentists build, grow, and successfully exit their practices. He has guided hundreds of dentists in creating practices that function...

12/22/2025

Upcoming Seminar: Building a Dental Practice That Is Always Sale-Ready

A dental practice is far more than a source of income—it is often one of a dentist’s largest and most influential financial assets. Regardless of career stage, practices that are intentionally designed to be sale-ready tend to be more profitable, more financeable, and more valuable over time.

This free event will be held 2/27/26 at our office in Anaheim. Breakfast and lunch are included. Please register to attend.

https://mailchi.mp/phillipsgrouptax/building-a-dental-practice-that-is-always-sale-ready-2025

10/17/2025

Employment Law Updates Will Return Next Spring! -

This first session provides doctors and practice owners with a clear roadmap for managing employees from hire to termination—while minimizing legal exposure. Topics include hiring and onboarding best practices, documentation requirements, effective performance management, and how to handle discip...

10/02/2025

𝐅𝐫𝐨𝐦 𝐂𝐚𝐥𝐢𝐟𝐨𝐫𝐧𝐢𝐚 𝐭𝐨 𝐍𝐞𝐰 𝐘𝐨𝐫𝐤, 𝐩𝐫𝐚𝐜𝐭𝐢𝐜𝐞𝐬 𝐭𝐫𝐮𝐬𝐭 𝐮𝐬.

Healthcare professionals in more than 20 states rely on The Phillips Group to simplify their finances, reduce tax surprises, and build stronger practices.

We’re proud to be a modern accounting, tax, and advisory firm with a national footprint — but we’ve also kept our boutique feel. That means every relationship matters, and our clients never get lost in the shuffle.

Dentists, physicians, optometrists, and other healthcare professionals turn to us for proactive strategy, flat-fee monthly service plans, and the kind of personalized attention that lasts.

This map shows where our clients call home — and proves that no matter where your practice is located, we have the reach and resources to support you.