Hi, I'm Phil, a CYP Accounting and Tax Services tax strategist. With over 25 years in the corporate world and extensive experience ranging from startups to large corporations, I specialize in helping individuals and companies achieve their financial goals through effective tax planning.
I hold an MBA in Finance from Golden Gate University and a bachelor's in accounting from San Jose State. Over the years, I've earned multiple certifications, including Main Street Certified Tax Advisor, Certified Tax Master, and Certified Tax Strategist, which deepen my understanding of tax codes and IRS processes.
My passion for financial planning led me to focus on taxes, where I believe I can make a greater impact. I'm involved in several professional organizations and have held leadership roles, including President of the Sacramento Valley Chapter of the California Society of Enrolled Agents. Additionally, I teach tax and financial planning courses, sharing my knowledge with others.
Let's connect and see how I can help you navigate the complexities of tax planning to meet your financial objectives.
https://outlook.office.com/bookwithme/user/
Licensing & Credentials
Services Offered
Tax Specialties
