Turning risk into opportunity begins with trust

We listen to understand, translate complexity into action, prioritize long-term partnership, and deliver technical rigor with human clarity.

We back ambitious founders with
the capital, guidance, and network
needed to transform bold ideas
into lasting businesses.

Tech Companies

spanning industries like fintech, health-tech, AI, and consumer tech.

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multiple people staring into a laptop
multiple people staring into a laptop
woman in brown coat using macbook air
woman in brown coat using macbook air
woman in brown coat using macbook air

OUR METHOD

OUR METHOD

OUR METHOD

PhoenixCARE represents our culture with four words, and the promise behind them.

PhoenixCARE represents our culture with four words, and the promise behind them.

Client-centered

We put clients first not as a slogan but as the standard for every decision. We listen twice as much as we speak — and by “listening” we mean truly understanding the business, the people, and the tradeoffs behind every question. Words matter. That deeper understanding lets us design solutions that match real needs and stay accountable long after the deliverable is signed.

Success is measured by client outcomes and trust, not hours billed.

Accessible

We are available, clear, and relentlessly practical. We help clients manage risk and identify opportunity — translating complexity into actionable choices. We remove jargon, answer hard questions frankly, and stand in the client’s corner when stakes are high.

Our role is advocacy: protecting value, unlocking potential, and guiding clients with calm, timely counsel.

Relationships

We reject the transaction-only model which has taken hold in the professional services industry and public accounting specifically. Long-term relationships beat one-off engagements every time. We build deep business knowledge, assemble cross-discipline teams that anticipate needs, and design services that scale with our clients’ ambitions.

We keep things human: conversations, not checklists.

Empathy

We care about people — our clients, our colleagues, and the communities we serve. That care shows in ethical judgment, thoughtful communication, and relentless attention to quality. We combine technical rigor with warmth and imagination so every interaction is respectful, insightful, and uplifting. We don’t pile up on complexity, we keep it simple and deliver experiences that feel effortless — a little bit of service magic, minus the fluff.

We keep it real.

men sitting in front of their laptop computer
men sitting in front of their laptop computer
men sitting in front of their laptop computer

Our Promise

Our Promise

Ready to Build
Something Bold?

PhoenixCARE guides everything we do. We turn listening into understanding, complexity into clarity, and client relationships into long-term partnerships. If you want a firm that simplifies, advocates, and stays with you for the long game — welcome home.

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a man with short hair
a man with short hair

Rise. Build. Lead.

95 Third Street, 2nd Floor
San Francisco, CA 94103

Copyright Phoenix Principals LLP 2026. All Rights Reserved

“Phoenix Principals” is the brand name under which Phoenix Principals LLP, Phoenix Tax LLC and Phoenix Advisory LLC provide professional services.

Phoenix Principals LLP is a licensed, independent CPA firm and holds the applicable licenses to operate in the public accounting space. At present Phoenix Principals LLP does not provide audit or certain assurance services. Phoenix Tax LLC provides tax compliance and tax advisory services. Phoenix Advisory LLC provides business consulting and advisory services. Phoenix Tax LLC and Phoenix Advisory LLC are wholly owned subsidiaries of Phoenix Principals LLP and are not licensed CPA firms. Where appropriate, these subsidiaries perform services for and on behalf of Phoenix Principals LLP.

Phoenix Tax LLC and Phoenix Advisory LLC may engage or rely on resources of affiliated and unaffiliated domestic or international service providers in the course of delivering professional services.

Phoenix Principals LLP, Phoenix Tax LLC, Phoenix Advisory LLC and any related entities are separate legal entities. Each entity provides services in its own name and does not act as agent for the others; none of the entities assumes liability for another entity’s acts or omissions.

“Phoenix Principals LLP — Rise. Build. Lead.” is a trademark of Phoenix Principals LLP. Trademark(s) pending.

The information provided on this website is for general informational purposes only and does not constitute the practice of public accounting, certified public accounting services, or professional advice as defined by the California Board of Accountancy or applicable California law.

Phoenix Principals LLP is not currently licensed as a California CPA firm and does not hold itself out as providing attest, assurance, tax or other applicable services requiring licensure by the California Board of Accountancy. Phoenix Principals LLP is in the process of seeking the appropriate approvals and licensure to operate as a California-licensed CPA firm.

Nothing on this website should be relied upon as a substitute for advice from a licensed certified public accountant or other qualified professional.