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

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Introduction to PlushStone Advisory

PlushStone Advisory, Tax, & Accountancy stands as a reputable and dedicated financial services firm committed to supporting businesses and individuals through strategic tax planning and comprehensive accounting solutions. They operate from a modern and accessible location in Rancho Santa Margarita, California, and offer a level of personalized service that distinguishes them within the accounting landscape. The firm’s core mission is to foster long-term growth and stability for their clients, acting as a trusted partner in navigating complex financial matters.

Location and Contact Information

The firm’s physical address is:

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

For immediate contact, clients can reach them at:

Phone: 9494555353.

Currently, PlushStone Advisory does not maintain a dedicated website, but information can be readily accessed through their phone line.

Specializations and Services

PlushStone Advisory specializes in providing services as a Certified Public Accountant (CPA). This designation signifies a high level of expertise and adherence to rigorous professional standards. However, their capabilities extend far beyond basic accounting. They offer a holistic approach, encompassing:

Tax Planning & Preparation
Financial Statement Preparation
Business Consulting
CFO-Level Support – providing strategic financial guidance and operational oversight.

They cater to a diverse clientele, assisting with everything from small business startups to established corporations.

Accessibility and Recommendations

PlushStone Advisory prioritizes client convenience and inclusivity. The office features a wheelchair accessible entrance and parking lot, ensuring that all visitors can readily access the facility. Appointments are strongly recommended to guarantee dedicated attention and efficient service delivery.

Client Feedback & Reputation (Implied from Reviews)

Based on available feedback, PlushStone Advisory enjoys exceptionally high client satisfaction. The firm appears to cultivate strong, long-lasting relationships built on trust and consistent value. Clients consistently highlight the firm’s ability to not only handle routine accounting tasks but to proactively contribute to their business’s overall success. There is a clear sense that PlushStone goes above and beyond, offering a “total package” solution, combining strategic tax advice with broader financial management support – effectively fulfilling the role of a seasoned CFO. It is evident that their team, led by individuals like Sean, possesses a deep understanding of the financial landscape and a genuine commitment to their clients.

In essence, PlushStone Advisory represents a reliable and insightful partner for any organization seeking sound financial guidance and a dedicated team committed to achieving sustainable growth.

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👍 Reviews of PlushStone Advisory, Tax, & Accountancy

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......