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    PTI Financial

    5.0 (2 reviews)
    Closed 9:00 am - 6:00 pm

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    Services - PTI Financial

    Bookkeepers

    Business filing for current tax year

    Individual filing for current tax year

    5 More Services

    Current year tax preparation and filing

    Business filing for past tax year(s)

    Individual filing for past tax year(s)

    Past year(s) tax preparation and filing

    Tax planning

    PTI Financial Bookkeepers Photos

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    Recommended Reviews - PTI Financial

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
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    2 months ago

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    2 months ago

    Thomas, my new go -to tax man, handles all my tax concerns in a respectful and professional manner.

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    Complete Tax Advantage

    Complete Tax Advantage

    (1 review)

    Hollywood Park, South Land Park

    Teriza and her team at CTA are super helpful. I believe I was timely with getting my docs to CTA…read more(as they were available) and CTA was equally efficient in completing my filings. Teriza sat down with me and we went line by line through different docs and Teriza asked questions that gave me the indication that she was developing a LONG-TERM TAX PLANNING STRATEGY for our family - not just completing a filing transaction. The long-term planning strategy is important to me because most often times when things fail in life, it's due to a lack of planning. I want someone on my team that makes "planning" and strategy as important as I do (if not more important than I do). I didn't get this long-term strategy attention from other CPAs & EAs. I would HIGHLY RECOMMEND Teriza and her team at CTA; tax professionals indeed.

    From the owner: Specialties We strive to help our clients by offering…read moremulti-faceted solutions that meet their financial needs in the areas of tax, bookkeeping and accounting. Here, you will find full attention and the professional expertise of experienced Enrolled Agents. We offer services for individuals, small businesses, partnerships, and corporations. SERVICES: Accounting Software Selection & Implementation Audits, Reviews, and Compilations Bookkeeping/Write-Up Business Consulting Business Entity Selection Buying or Selling a Business Estate & Trust Tax Preparation Financial Analysis Financial Statements IRS Representation Management Advisory Services Notary Public Payroll Services Retirement Planning Sales Tax Services Tax Preparation & Planning

    Inspired Wellness - Some of our awesome tribe after a workout.

    Inspired Wellness

    (69 reviews)

    Curtis Park

    This little gem of a studio is everything I could ask for. I contacted the owner Christina when I…read morewas 3 months post-partum to chat about how I might be able to ease back into a regular strength training/HIIT routine at her studio. And I'm so glad I did! When I first started she personally reminded her trainers/coaches that I was recovering from a c-section and they were all so great about giving me alternative movements and personalized attention so I didn't strain my body. The trainers are incredibly knowledgable when it comes to body mechanics/kinesiology-- and super down to earth and never pretentious. And the client personalization is BEYOND amazing. Over the course of 5 weeks, Christina checked in with me via text regularly and reminded me to set goals, really got me to understand my "why" for working out and keep me motivated. Would you believe I actually lost weight during the holidays?! Only 5 weeks in-- and I already feel a big difference in my posture, overall strength and endurance. I can't wait to see what the next few months at this studio will do for my body and lifestyle.

    I started my healthy weight loss journey in March of 2018 with just running a daily 5k, I realized…read morethat I plateaued at the end of the year and needed to do more. I found Inspired Wellness in February 2019 and began this life and body changing experience. First of all, the trainers are very knowledgeable, friendly and very encouraging. Second, the daily workouts targets multiple parts of the body giving better results. Third, the flexibility of classes throughout the day. There should be no excuses when your health is a priority. I highly recommend at least trying out a class, give it a shot! I'm on my 23rd week of Bootcamp, I feel a lot leaner, stronger and my endurance has paid off when I do my Spartan Races. Trying to be healthy is a lifestyle and a journey but I'm glad to have found this gym to help me along the way. Aloha!

    Yee Law Group

    Yee Law Group

    (172 reviews)

    South Land Park

    I practiced law in Chicago for many years before retiring to Northern California, so when I need a…read morelawyer for help in an area of the law outside my own expertise, I am very particular about who I retain. When my wife and I needed our trusts redone, I researched available law firms specializing in wills and trusts. Yee Law Group stood out during my research, and we are very happy we chose them for this project. At our first meeting with Michael Yee, it was obvious that he was an expert in this area of the law. He confidently answered all of our questions in ways that made his answers clear and understood. He gave us full confidence in every aspect of the professional relationship. Importantly, every communication with his staff was friendly and helpful, and it made us feel as though we were important clients of the firm. Our project is now complete, and it is easy for me to add my own 5-star review to all of the other 5-star reviews earned by Michael's law firm. The professional fee charged was fair, and I highly recommend Yee Law Group for all legal matters relating to wills and trusts.

    10/10 quality service…read more Brought my grandma here to do here estate planning and Michael's team provided an amazing service. He was very straightforward and was able to answer all of my Grandma's questions. He had straightforward pricing which was nice considering the other places I called wanted to see all of her documents before giving a quote.

    PTI Financial - bookkeepers - Updated June 2026

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