Phillips Tax Professionals
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San Mateo, CA
About
Phillips Tax Professionals, based in San Mateo, CA, is a reputable tax and accounting firm established by James E. Phillips, CPA in 1988. Serving the surrounding areas for over two decades, they specialize in income tax planning and preparation for individuals and small businesses. They also offer estate planning services, bookkeeping, and accounting services. Phillips Tax Professionals take pride in their extensive experience, including their founder's previous tenure with the IRS and national CPA firms.
Highlights
Serves San Mateo, CA
Specialties
Industry
Sales & marketing, Financial services, Healthcare, Retail / consumer goods, Technology / IT, Manufacturing, Real estate, Education, Non-profit, Construction, Other industries
Annual income
Less than $100K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $100K - $500K in revenue, Greater than $10M, $5M - $10M in revenue
Accounting software
QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Preparing financial statements, Managing AR and AP
Accounting for
Individual or sole proprietorship, Partnership, S-Corp, C-Corp / Corporation, Non-profit
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Services offered
Accounting
Individual Tax Preparation
Business Consulting
Business Tax Preparation