Tax and Accounting in Redlands, CA
As your Redlands CPA partner, let us take accounting and tax off your plate and replace it with clean financials, strategic insight, and the peace of mind that your numbers are being handled by a CPA who gets what it takes to grow.
How We Support You
Tax Preparation Services
Tax season doesn’t have to be stressful. Let us handle your taxes, ensuring accuracy, compliance, and maximizing deductions. We work with individuals and small business owners, providing tailored tax preparation services that align with your unique financial situation. Focus on growing your business while we manage the tax complexities for you.
Monthly Bookkeeping
You have more important things to focus on than managing your bookkeeping. Let us take care of the often-frustrating bookkeeping tasks for you. We provide accurate and organized financial records tailored specifically to your business/practice, allowing you to focus on what matters most – running your business.
Bookkeeping Cleanups
We untangle the mess, fix errors, and make sure every transaction is categorized the right way. You’ll finally trust your numbers. Our clients are routinely surprised how quick and pain-free the process is.
Get Your Free Financial Health Checklist
Take control of your financial future with our step-by-step Financial Health Checklist. Whether you’re just starting up or looking to fine-tune your finances, this easy-to-follow guide will help you set clear goals and build a strong financial foundation.
Frequently Asked Questions
Do you only work with clients in Redlands?
Nope! While we’re proudly based in Redlands, CA, we work with small business owners and freelancers who need a tax CPA or bookkeeping across the Inland Empire and virtually throughout California.
Can you help clean up messy or overdue books?
Absolutely. Many clients start with a cleanup! Whether they’re behind a few months or a full year we can get things organized and back on track quickly.
What makes you different from other bookkeepers or tax services?
We’re CPA-led, which means your books and financial strategy are handled with care, compliance, and insight. It’s more than just bookkeeping and CPA tax work: it’s clarity, support, and smart guidance tailored to your goals.
Do I have to use you for tax prep if I sign up for bookkeeping?
Not at all. While we offer tax prep as an add-on or bundled into our top-tier package, it’s totally optional. You’re free to choose what fits your needs best.
How do I get started?
Easy. Just book a free discovery call. We’ll talk through your current setup, what’s not working, and how we can help. No pressure, just clarity.
Redlands CPA.
Modern accounting.
Real savings.
I handle your accounting and tax strategy with the precision of a CPA who actually looks for the savings a generic preparer would miss.
“He's the kind of advisor who actually helps you thrive.”
Alex G., Google Review
Phillip Schafer, CPA
Born and raised in Redlands, I built ThriveWell to give local business owners something most firms don't offer: a CPA who treats your accounting as a strategic tool, not just a compliance chore. Every client gets a real look at their numbers, their goals, and the opportunities in between, backed by direct, plain-English guidance you can actually act on.
Filing your return is the minimum. I look at entity structure, deduction timing, and planning opportunities most preparers skip. It's the kind of proactive strategy that has helped clients keep thousands more of what they earn.
Results vary by situation and aren't guaranteed, but the conversation is free.Accounting built for service businesses
From monthly accounting to year-round tax strategy, everything's built around how service-based businesses actually operate.
Monthly Accounting
Accurate, current books every month (the modern take on traditional bookkeeping), so you always know exactly where you stand.
Learn more →Tax Strategy & Planning
Proactive planning all year long, covering entity structure, timing, and deductions, not just an April scramble.
Tax Preparation & Filing
Individual and business returns filed accurately, with a CPA who's actually reviewed your full picture.
Learn more →Reporting & Cash Flow
Clear P&L, balance sheet, and cash-flow reporting in plain language, not accountant-speak.
Catch-Up Accounting
Behind on your books? I'll get you current fast, no matter how far back the backlog goes.
Learn more →Entity & Structure Advisory
S-corp elections and structure decisions evaluated for what actually saves you money.
Three steps to being on top of your numbers
Free discovery call
We talk through your business, your current setup, and where things stand. No pressure, no pitch.
Get your books current
Whether you're starting fresh or catching up, I get your accounting clean, accurate, and tax-ready.
Ongoing partnership
Monthly reporting plus proactive tax strategy, with direct access to me instead of a rotating support queue.
What clients say
Phillip brings both technical expertise and real strategic thinking to the table. He makes complex financial information feel clear and actionable, and I trust his guidance completely.
Phillip is incredibly knowledgeable, professional, and makes what can be a stressful process feel completely manageable. He takes the time to make sure you actually understand your finances.
He makes the whole thing easy and explains stuff in a way that actually makes sense. Definitely recommend him if you need a good CPA in Redlands.
Common questions
Are you a Redlands CPA, or do you work with clients outside Redlands too? +
I'm a Redlands CPA and accountant, born and raised here, and still based right in Redlands, CA. Most of my clients are local, but I also work with small business owners in Riverside and throughout the Inland Empire, so you don't have to be in Redlands to work with me.
Do you offer bookkeeping in Redlands, or just tax prep? +
Both. I work as a Redlands CPA and a Redlands bookkeeper, so you get monthly bookkeeping and higher-level tax strategy from the same person instead of juggling two different vendors.
I'm based in Riverside. Do you work with businesses there too? +
Yes. While ThriveWell is based in Redlands, a growing number of my accounting and bookkeeping clients are Riverside business owners. You get the same CPA-led tax strategy and monthly bookkeeping whether you're in Redlands, Riverside, or elsewhere in the Inland Empire.
Can you help if my books are a mess or way behind? +
Yes. Catch-up bookkeeping is one of the most common ways Redlands and Riverside business owners start working with me. However far behind you are, I'll get things current and tax-ready.
How fast do you respond? +
You'll typically hear back within 1 to 2 business days, often sooner.
Let's see what your books could be telling you.
Free discovery call. No pressure, just a clear picture of where you stand.
Book a Free Discovery Call