Phil has been with the Firm since 2013. His prior professional experience was in the private sector working in operations management in the food and beverage industry.
Phil provides various accounting and tax services, including preparation of federal, state and local tax returns for individuals, corporations, partnerships, nonprofit organizations, estates and trusts. He services clients in many industries, in particular food and beverage businesses, contractors, startups, software companies, franchisees, real estate entities, hair salons, consulting firms, nonprofit organizations and various other businesses in the service sector. Phil provides tax planning for the Firm’s individual and business clients, assists with attaining financing with lenders by establishing lending relationships between client and lending institutions and also helps assist clients in resolving their federal, state and local tax and compliance matters. Phil also provides financial reporting and attest services by performing compilations, reviews and audits of financial statements, as well as agreed upon procedures and specialty engagements. He has developed an expertise in nonprofit accounting by working extensively with the Firm’s nonprofit clients and assisting them with their financial statements as well as their federal and state compliance requirements.
Certified Public Accountant (New Jersey, 2015)
Education: Rutgers University, Bachelor of Science – Business Administration (2005)
Professional Association: American Institute of Certified Public Accountants.
New Jersey Society of Certified Public Accountants.