As a Certified Public Accountant, Phil’s passion for the field is rooted in his desire to use his vast skills in taxation to assist others in achieving their life goals. This dedication has transformed into his main area of expertise: tax compliance and resolution.
Drawing from his seven years of invaluable experience as a Revenue Agent for the IRS, Phil adeptly navigates clients through complex tax disputes and educates them on strategies to minimize tax liabilities, thereby ensuring peace of mind with compliance to federal, state and local regulations.
One of Phil’s key retirement strategies involves advising clients on Roth conversion strategies to safeguard against potential future tax rate increases. This forward-thinking approach highlights Phil’s ability to blend his deep understanding of tax laws with strategic financial planning, offering clients tailored advice for long-term benefit.
Phil earned his Master of Science in Accounting from the University of Phoenix. Before joining WealthCare, he held a variety of roles, including being a senior tax accountant with an international firm. He brings great depth of knowledge and experience to his current role.
Away from the office, Phil enjoys spending time with his wife, Angie, and their two grown children. He also enjoys staying active by hiking, biking and tending to his yard.