Phillips Tax and Accounting Services

Specialties

Personal and Small Business Tax Preparation and Accounting Services

History

Established in 2013.

After retiring from his position of chief financial officer from one of the leading investment advisory firms, Frank Phillips opened the business in September 2013. The firm will provide tax preparation and accounting services to personal and small business clients. Frank has extensive experience in all areas of tax preparation and planning.

Meet the Business Owner

Frank P.

Business Owner

Frank recently retired from his position as chief financial officer of one of the leading investment advisory firms. In his over 30-​year business career, Frank has extensive experience in the following areas: tax and treasury; internal and external reporting and analysis; budgeting, forecasting and planning; and accounting operations. In addition to his corporate tax experience, Frank was self-​employed for a number of years preparing personal and small business returns for a number of clients.