Background

Welcome to our web site. Please browse a bit to see the services that are offered and who we are. We offer tax return preparation services by email, fax, and courier as well as by appointment at our office. We can also create Adobe© PDF files that you can print at your home or office.

We provide personalized income tax services for individuals, small businesses, S-Corporations and Fiduciary returns. We also offer tax consultation as well as representation before the IRS and FTB for individuals and small businesses. Email us if you have a question about how our expertise can assist you.

We are available for income tax preparation and financial planning all year. Reducing the complexity of pensions, mutual funds, real estate transactions and mortgage loans has been our goal for over 18 years. We take the time to explain.

We provide accurate, fast, and efficient service at reasonable prices. Our goal is to offer clients informed choices in the search for greater financial security.

Our Mission

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients’ needs through research and sound analysis. Correia Financial Services is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of Fairfield’s business community for years, and pride ourselves on the level of esteem we have earned.

Our dedication to hard work has earned the respect of the business and financial community in and around Fairfield. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Correia Financial Services receive competent and timely advice.

What is an EA?

Enrolled Agents are individuals licensed by the federal government to represent taxpayers before the Internal Revenue Service. Enrollment dates back to 1884, when Congress acted to regulate persons who represented citizens in their dealings with the Treasury Department, after questionable claims had been presented for Civil War losses. Members of the California Society of Enrolled Agents have demonstrated their commitment to outstanding professional education, high ethical standards, and devotion to serving their clients in dealings with state and federal tax agencies. They are The Tax Professionals.

Our Team

Phil Correia

Phil has been a financial planner since 1981 and a tax preparer since 1983 serving thousands of clients. He became an Enrolled Agent in 1991. Currently a member of the California and National Association of Enrolled Agents, he has completed all levels of the National Tax Practice Institute and is recognized as a graduate “Fellow”. This is advanced training to represent clients before the IRS in matters of Audit and Collection.

707-426-0920