PlushStone Advisory, Tax, & Accountancy

5(8 reviews)Rancho Santa Margarita, California
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By owner
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By owner
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PlushStone Advisory, Tax, & Accountancy Inc. serves clients in a variety of industries with niche expertise in Mortgage Banking, investment funds, specialty automotive, and service industries. We pride ourselves on delivering clients with expert CFO, accounting, and tax services to help clients make ideal financial decisions for their business while keeping the tax bill low. We invite you to a free consultation where we can discuss you business and its challenges to determine if there are opportunities for us to add value to you. Give us a call, or go to our website for more information.

Services

Accessibility

Business Hours

Monday
8 am–6 pm
Tuesday
8 am–6 pm
Wednesday
8 am–6 pm
Thursday
8 am–6 pm
Friday
8 am–6 pm
Saturday
Closed
Sunday
Closed

Find Us on Google Maps

29822 Avenida de las Banderas ste a, Rancho Santa Margarita, CA 92688, United States

Customer Reviews

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Reviews

5(8 reviews)
Joseph Vega
Aug 2, 2024on
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Professional, reliable and honest!! My time of business......

Ira Globerson
Apr 9, 2024on
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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!

Vinnie Castillo
Dec 29, 2023on
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Christina Dailey
Apr 2, 2023on
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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 Elmzadeh, Esq.
Oct 12, 2021on
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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 Avallone
Oct 11, 2021on
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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.

Brow House
Oct 8, 2021on
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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.

William Lenkin
Oct 8, 2021on
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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.

More Accounting Services in This Area

Jelena S. Black, CPA, CVA

Jelena S. Black, CPA, CVA

Certified public accountant

30211 Avenida de las Banderas # 200, Rancho Santa Margarita, CA 92688, United States

5(2 reviews)

+1 949-216-3024