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← Back to Top 109 Bookkeepers in the Los Angeles-Long Beach Area, CA (2026)The Phillips Group
Evidence Score 62/100 at 83% evidence coverage 7 of 109 on the Los Angeles-Long Beach area list How the score works
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Other fees only, no monthly price
- Local or remote?
- Local
- Software?
- QuickBooks
Who they say they serve: healthcare (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 4 of 5 core services; IRS preparer record found for a named person; publishes prices.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | The Phillips Group | home page Nov 8, 2026 | |
| Website | https://www.phillipsgrouptax.com/ | home page | |
| Office locality | Anaheim, CA | home page | |
| Phone | +17145821572 | home page | |
| Monthly bookkeeping | Documented: ...of all the stress that comes with organizing your books? We can take care of all your monthly accounting for you, so you can get back to running your practice (or spending more... | /plans | 8 pts (max 8) |
| AP / AR | Documented: ...and expenses, reconcile your accounts, and record your production, collections, and accounts receivable figures. Never worry about your monthly books again. Business Property Tax... | /plans | 4 pts (max 4) |
| Payroll coordination | Documented: ...partners are extra, however. Contact us for more information. Can you also run my payroll/help pay my vendors? We would be happy to refer you to some trusted providers who can... | /plans | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Plan. Digital Document Storage Clients can access important documents like tax returns, financial statements, and more, anytime from the client portal. This eliminates the need... | /plans | 6 pts (max 6) |
| Industries served (documented) | healthcare | /about | 5 pts (max 5) |
| Software supported | QuickBooks | /plans | 5 pts (max 5) |
| Local / remote model stated | Local | /contact | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Laura Phillips · Enrolled Agent (on the IRS record) · business name on the record: The Phillips Group Inc. | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Pricing approach published | Publishes prices: "$ 399 / month" | /plans | 6 pts (max 6) |
| What is included / excluded | Documented: ...clients best, including artificial intelligence and process automation. Our services include: Individual Tax Returns / Business Tax Returns / Monthly Consulting / Dedicated Staff... | home page | 5 pts (max 5) |
| Named contact / team | Laura Phillips, Chief Executive Officer | /about Nov 8, 2026 | 3 pts (max 3) |
| Communication channel / process | Documented: ...getting a hold of your current accountant? Receive advice whenever you need it with a dedicated account manager, along with preferred access to our appointment scheduling system.... | /plans | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 5 pages of the firm's own site on 2026-09-26 (Firm's own website): Offers bookkeeping; Catch-up / cleanup (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'The Phillips Group' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Laura Phillips under the business name 'The Phillips Group Inc.' in Anaheim, CA. The record lists: Enrolled Agent. It is one individual's IRS preparer record, not a firm license or a directory listing. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 23 evidenced items come from The Phillips Group's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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